Established in 2018, the ITI mutual fund aims to provide its investors with an innovative investment approach. They deliver best-in-class investment experience with their risk-adjusted returns and innovative investment options.
The ITI mutual fund company provides investors with long-term wealth creation opportunities through their research expertise and high-quality investment solutions. They deploy tried-and-tested strategies that have stood the test of time. Their agility, combined with a strategic perspective helps in investing in potentially growing and unique opportunities to get competitive returns.
The ITI MF's sponsors are The Investment Trust of India Limited (formerly Fortune Financial Services (India) Limited) and ITI Credit Limited (ICL).
The ITI MF's investment team comprises Mr. Rajesh Bhatia, Mr. Vikrant Mehta, Mr. Dhimant Shah, Mr. Rohan Korde, Mr. Vishal Jajoo, Mr. Nilay Dalal, Mr. Vikas Nathani, and others.
There are different mutual fund types offered by the ITI mutual fund to suit the varying needs of different investors. These include
equity funds, debt funds, ELSS funds, and
hybrid funds. Some of the top ITI mutual funds include:
Investors can choose from these fund categories and subtypes based on their individual requirements, risk tolerance, and return expectations.
There are several advantages of the ITI mutual fund that make it stand out from others in the financial market. Some of the advantages that distinguish it are:
- Professional Fund Management: The ITI mutual fund is managed by experienced and skilled professionals. They use effective risk management strategies and create stable securities and returns despite current market conditions. Professional fund management is the reason behind reliable and competitive returns for investors.
- Diverse and Balanced Portfolio: The fund managers of the ITI mutual fund company create a diversified portfolio for its investors to ensure that the fund returns are not dependent on one asset class alone. Additionally, they balance the portfolio to divide the risk. This way, the investors can invest in funds with high growth potential for good returns and balance the risk by investing in reliable funds.
- Tax Benefits: The ITI mutual fund provides its investors with tax benefits through its ELSS fund type. According to the 80C section of the Income Tax Act, investors can avail themselves of a tax benefit of up to Rs. 1.5 lakhs by investing in an ELSS fund. Thus, through the ELSS mutual fund in the ITI mutual fund , the investors can get returns and tax benefits.
- Different Fund Options: Different investors have different requirements, so the ITI mutual fund provides different investment options. Their fund categories include equity funds, debt funds, ELSS funds, and hybrid funds. This variety helps investors choose a fund type that matches their requirements, risk tolerance, and return expectations.
- Risk Management Investing Strategy: The ITI mutual fund managers deploy tried-and-tested strategies that minimize risk and maximize the chances of competitive returns for the investors. They also thoroughly analyze different securities to ensure that they have provided stable returns to the investors even during fluctuations in the financial markets. Therefore, with risk management and portfolio management strategies, the ITI mutual fund provides a reliable investment solution to investors.
The various advantages of investing in ITI mutual funds and expert fund management from experienced and skilled professionals make this a secure fund. The fund house has built the trust of several investors because of its good track record of reliable performance. It diversifies its investments across different asset classes to ensure that the returns are not dependent solely on the performance of one asset. This diversified and balanced investment approach further adds security to the ITI Mutual fund returns.
For example, the equity fund
ITI ELSS Tax Saver Fund Direct-Growth provides a one-year return of 55.31% and a three-year return of 19.77% to the investors. Likewise, the hybrid fund
ITI Balanced Advantage Fund Direct-Growth provides investors with a one-year return of 22.46% and a three-year return of 11.43%. These are two of the top ITI mutual funds that showcase the competitive returns the best ITI mutual funds can offer.
Additionally, the ITI mutual fund complies with the rules laid down by the Securities and Exchange Board of India (SEBI), further ensuring its security.
However, investors must analyze the performance of the mutual fund category and the subtype in which they wish to invest. This helps them assess whether the fund performance matches their requirements. Additionally, they must remember that returns are influenced by market conditions and global events. It is crucial to make an informed decision about mutual fund investments for peace of mind.
Investing in
AMC has been simplified with the help of online investing platforms, which let investors invest from the comfort of their homes through the Internet. One such platform to invest in mutual funds online is Dhan, one of the best trading and investing platforms in India. What distinguishes this platform is that it provides an overview of all the funds, including their various categories, ratings, one-year, three-year, and five-year returns, minimum investment amount, and AUM.
You can invest in the ITI mutual fund by following these steps:
- Step 1: Download the Dhan trading app from your smartphone's App Store or Google Play Store.
- Step 2: Open the app, register with your phone number, and tap 'I'm Ready to Trade.' Enter the OTP received and proceed.
- Step 3: Provide your email ID and set up an MPIN for added security.
- Step 4: Complete the onboarding process by entering your birth date, Aadhar number, KYC, and PAN details.
- Step 5: Once your demat account is activated, navigate to the ITI mutual fund and select the type of fund you wish to invest in from equity funds, debt funds, hybrid funds, and ELSS funds based on their overview and ratings.
- Step 6: Once you have selected the fund type, continue with the payment process. You will have two options: ITI mutual fund lump sum plans and ITI mutual fund SIP plans. Choose the ITI mutual fund SIP option if you are not financially stable enough to invest in one go.
- Step 7: Once your payment method is set, you will get a confirmation message and an OTP on your registered mobile number. Enter that, and you are done.
If you want to calculate the investment returns, you can use Dhan’s ITI Mutual fund
SIP calculator. All you have to enter is your SIP amount, duration, and expected returns. Additionally, the Dhan trading app also lets you set up a fixed date for the SIP payments to make automated payments and eliminate any hassle.
Invest in the ITI mutual fund with Dhan for a seamless investing experience.