ITI Bharat Consumption Fund - Regular Plan Plan - Growth
Fund House: ITI Mutual Fund| Category: Equity: Thematic-Consumption |
| Launch Date: 28-02-2025 |
| Asset Class: Equity |
| Benchmark: NIFTY India Consumption TRI |
| TER: - |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 0 |
| Total Assets: - |
| Turn over: - |
10.4093
0.13 (1.2518%)
4.83%
Benchmark: 14.51%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY India Consumption TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| ITI Bharat Consumption Fund - Regular Plan Plan - Growth | 28-02-2025 | - | - | - | - | - |
| Kotak Consumption Fund - Regular plan - Growth Option | 16-11-2023 | 15.14 | - | - | - | - |
| HDFC Non-Cyclical Consumer Fund - Growth Option | 05-07-2023 | 10.24 | - | - | - | - |
| Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) | 12-05-2006 | 9.47 | 23.08 | 16.79 | 23.6 | 13.48 |
| Tata India Consumer Fund-Regular Plan-Growth | 05-12-2015 | 9.25 | 24.73 | 16.53 | 23.6 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
