myplexus

NFO Monitor

Fund Fact

Name of Funds:

ITI Business Cycle

Opening:

13th February 2026

Closing:

27th February 2026

Minimum Investment:

Rs. 5,000 and in multiples of Re.1 thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units

Fund Stats

Objective:

The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

Benchmark:

NIFTY 500

Fund Manager:

Nilay Dala, Alok Ranjan, Rajesh Bhatia

Asset Allocation

80-100% Equity upto 20% Other

upto 20% Debt and Money Market Nil Nil

Comparable existing schemes

Axis Business Cycles	-0.86(6M)	16.65(1Y)
Bandhan Business Cycle	-3.05(6M)	12.24(1Y)

Fund Prognosis

Idea Distiller

The business cycle has been an idea that many fund houses have worked on. And this is one more in the list.

Fund House AAUM:
1116699.15(in Lakhs)
Fund Manager:
Combined Experience of above 23 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

A difficult segment to work in and operate. Only time will tell if it makes sense or not.

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