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ITI Large & Midcap Fund - Regular Plan - Growth

ITI · Mid Cap
High
₹9.13
Current NAV
23 Oct 2026
-7.1%
1Y Return
16.3%
3Y CAGR
18.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.93
Sharpe Ratio
0.83
Beta
1.43
Alpha
1.14
Sortino
Fund Details
Fund House ITI
Category Mid Cap
AUM ₹2480 Cr
Expense Ratio 1.23%
Min SIP ₹500
Min Lumpsum ₹1000
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