ITI Bharat Consumption Fund Regular-Growth
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Equity, Thematic-Consumption, Principal at very high risk
1 Year Return 0.0% at 22 Dec 2025 06:31 PM
Fund Details
NAV 11.441
Sub-Type Thematic-Consumption
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 0.82
Fund Size(in Crores) 360.91
Fund Performance
1 Month -1.91%
3 Month -3.18%
6 Month 5.29%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.93%) Market Cap Mid Cap 20.11 Small Cap 11.81 Large Cap 65.01 Top Sectors Automobile 25.33 Consumer Staples 21.15 Services 15.27 Communication 6.96 Healthcare 6.08 Consumer Discretionary 4.73 Capital Goods 4.63 Energy 4.25 Financial 3.11 Materials 2.61 Chemicals 1.04 Construction 0.95 Metals & Mining 0.82 Top Holding Tata Power Company 1.85 United Spirits 1.08 Bajaj Auto 1.62 Samvardhana Motherson 1.56 LG Electronics India 1 Go Fashion (India) 0.67 Dixon Technologies (India) 1.43 Interglobe Aviation 2.61 Blue Star 1.24 Ather Energy 1.42 Maruti Suzuki India 5.8 Eternal 3.58 Dodla Dairy 0.74 TVS Motor Company 2.44 Sumitomo Chemical India 1.04 Motherson Wiring 1.09 Lemon Tree Hotels 1.04 Sun Pharmaceutical Industries 1.51 Havells India 0.56 Nestle India 1.27 Mahindra & Mahindra 4.61 Hero Motocorp 1.83 Astral 0.88 Vishal Mega Mart 1.06 Max Healthcare Institute 1.78 Ola Electric Mobility 0.96 The Indian Hotels Company 1.46 Bharti Airtel 5.97 Jubilant FoodWorks 0.83 Bikaji Foods International 1.07 Britannia Industries 2.21 HDB Financial Services 0.86 Indus Towers 0.99 Abbott India 0.75 Adani Power 0.9 PG Electroplast 0.79 Eicher Motors 1.69 Asian Paints 1.73 Trent 1.93 DLF 0.95 Marico 0.96 Godrej Consumer 0.9 Aditya Birla Capital 1.19 Reliance Industries 1.5 Avenue Supermarts 1.07 Tata Consumer Products 1.16 Tata Motors 1.02 Hindustan Unilever 2.96 Hitachi Energy India 0.88 TVS Motor Company - Pref. Shares 0.02 Apollo Hospitals Enterprise 2.04 Hindustan Copper 0.82 Urban Company (UrbanClap) 1.04 ITC 5.75 Mrs. Bectors Food Specialities 0.96 Titan Company 2.49 Tube Investments Of India 1.27 Canara Bank 1.06 Shakti Pumps (India) 0.97 Varun Beverages 1.05 Info Edge (India) 1.02
Debt & Others (3.07%) Sector Allocation Net Receivables 3.07 Debt Credit Ratings Debt Category Others 3.07
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -1.3% Ret 1Y 3.29% Ret 3Y 14.15% Ret 5Y 16.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -1.3% Ret 1Y 3.29% Ret 3Y 14.15% Ret 5Y 16.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.3% Ret 1Y 3.29% Ret 3Y 14.15% Ret 5Y 16.1%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -1.73% Ret 1Y -0.82% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -1.73% Ret 1Y -0.82% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -1.73% Ret 1Y -0.82% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -3.7% Ret 1Y -7.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -3.7% Ret 1Y -7.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -3.7% Ret 1Y -7.0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -1.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -1.67% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.34%
Exit Load 0.5%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rajesh Bhatia
Education Mr. Bhatia has done B.Com, ACMA and CFA
Experience Prior to joining ITI Mutual Fund, he was associated with The Investment Trust Of India Ltd, Simto Investment Company Ltd, ProAlpha Systematic Capital, Heritage India Advisors Ltd and Reliance Capital Asset Management Ltd
Rohan Korde
Education Mr. Korde is a Masters in Management Studies (Finance), Bachelor of Commerce
Experience Prior to joining ITI Mutual Fund, he has worked with BOB Capital Markets as Vice President
Dhimant Shah
Education Mr. Shah is a B.Com (H) and Chartered Accountant.
Experience Prior to joining ITI Mutual Fund, he has worked with Principal Mutual Fund, HSBC AMC, Reliance Mutual Fund, ASK Raymond James Securities Pvt. Ltd. and IL&FS AMC. Senior Analyst from April 1997 to August 2003.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 0
Date of Incorporation 2025-02-27
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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