Mutual Funds

ITI Flexi Cap Fund- Regular Plan- Growth

ITI Mutual FundFlexi CapVery High Risk
₹19.44-0.01 (-0.07%)

NAV as on 2026-07-17 · Equity · Flexi Cap

AUM

₹1,412 Cr

1Y Return

+7.7%

3Y CAGR

+18.1%

5Y CAGR

-

Expense

2.10%

Risk

Very High

ITI Flexi Cap Fund- Regular Plan- Growth
₹19.44-0.07%

1Y Return

+7.7%

3Y CAGR

+18.1%

5Y CAGR

-

Since Inception

+21.8%

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NAV History

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52-Week NAV Range

₹16.01
₹19.48

99% from 52W low

Fund Information

Flexi CapEquitySince 22-02-2023

Fund House

ITI Mutual Fund

Category

Equity - Flexi Cap

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity98.2%
Cash1.6%

Market Cap Split

Large Cap50.9%
Mid Cap17.3%
Small Cap24.3%

Top Holdings

84 stocks
Weight1M Change
1

ICICI Bank Ltd

Financial Services

4.82%+11.6%
2

HDFC Bank Ltd

Financial Services

4.69%+5.1%
3

Reliance Industries Ltd

Energy

4.05%+14.8%
4

Net Receivables

3.78%0.0%
5

Cash Offset For Derivatives

3.73%-30.4%
6

Bharti Airtel Ltd

Communication Services

2.69%+9.3%
7

Larsen & Toubro Ltd

Industrials

2.44%+8.2%
8

Aditya Infotech Ltd

Industrials

2.38%0.0%
9

State Bank of India

Financial Services

2.20%+10.9%
10

Axis Bank Ltd

Financial Services

1.96%+8.0%

Sector Allocation

Weight1M Change
Financial Services
25.9%+100%
Industrials
20.8%+83%
Consumer Cyclical
13.4%+42%
Basic Materials
9.7%+1%
Technology
7.4%-26%
Healthcare
6.5%-12%
Energy
4.0%+15%
Consumer Defensive
3.6%-5%
Communication Services
2.7%+9%
Utilities
2.2%0%
Real Estate
1.0%+2%

Fundamentals

P/E Ratio

27.86

Cat avg: 25.96

P/B Ratio

4.09

Cat avg: 3.73

Dividend Yield

0.85%

Cat avg: 1.09%

Price/Sale

3.78

Price/Cash Flow

21.99

Risk Metrics (3Y)

Sharpe Ratio

0.71

Cat avg: 0.48

Sortino Ratio

1.10

Cat avg: 0.72

Beta

1.07

Cat avg: 0.96

Std Deviation

17.34%

Cat avg: 15.61%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
ITI Flexi Cap Reg Gr1,4122.10+7.7%+18.1%-
Parag Parikh Flexi Cap Reg Gr1,43,3881.05-1.6%+13.8%+12.9%
HDFC Flexi Cap Gr1,06,4961.35+2.7%+16.8%+17.8%
Kotak Flexicap Reg Gr55,8501.43+0.1%+12.8%+11.6%
Aditya BSL Flexi Cap Gr26,7271.37+6.8%+15.2%+12.3%
UTI Flexi Cap Reg Gr22,8821.65-2.6%+8.0%+6.0%
SBI Flexicap Reg Gr22,6851.64-1.0%+8.4%+8.8%
ICICI Pru Flexicap Reg Gr22,5071.39+6.7%+15.6%-
Franklin India Flexi Cap Gr19,2741.42-2.4%+13.4%+13.4%
Axis Flexi Cap Reg Gr13,3281.71+2.1%+12.4%+9.7%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹1,412 Cr
Expense Ratio2.10%
Volatility (3Y)17.3%
Sharpe Ratio0.71
Sortino Ratio1.10
Beta1.07
Min SIP₹500
Min Lumpsum₹5,000
Holdings80

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.