ITI Mutual Fund
ITI Mutual Fund was established in 2018 to offer the best investment solutions to investors for wealth generation over the long-term. It boasts of thoughtful and investor-centric investment solutions backed by a highly experienced team of researchers and investment managers. With a team of one of the best equity and credit researchers, as well as investment managers, ITI AMC runs a unique investment philosophy and strategies that are well-positioned to generate returns in the long-run. Being the latest entrant allows the AMC to offer products that can help investors benefit from our evolving economy. The promoter of the AMC is the Investment Trust of India Ltd. The Mutual Fund has around 29 branches in India with more than 196 employees.
The AMC is a part of the ITI Group of Companies which is an emerging conglomerate offering various financial services like equity research (retail and institutional), equity broking (retail and institutional), investment banking, asset-based lending, alternative investment funds, etc. Currently, the AMC handles Rs. 6396.15 crores worth of assets.
Key Information
- Mutual Fund Name
- ITI Mutual Fund
- AMC Setup Date
- May 14, 2018
- AMC
- ITI Asset Management Limited
- AMC Incorporatin Date
- January 10, 2018
- Sponsor Name
- The Investment Trust of India Limited
- Fortune Credit Capital Limited
- Trustee Organization
- ITI Mutual Fund Trustee Pvt. Ltd
- Name of Trustees
- Mr. Sudhir Valia
- Mr. T.P. Ostwal
- Ms. Priti Savla
- Mr. Naushad Panjwani
- MD and CEO
- Mr. Hitesh Thakkar
- Compliance Officer
- Ms. Nisha Sanjeev
- Investor Service Officer
- Ms. Nimisha Keny
- Total AUM (as of end of last quarter)
- Rs. 2690 Cr
List of ITI Mutual Fund in India
ITI Banking and PSU Debt Fund Direct Growth | Debt | Moderate | 9.15% | 34 |
ITI Banking and PSU Fund Direct Growth | Debt | Low to Moderate | 8.13% | 30 |
ITI Mid Cap Fund Direct Growth | Equity | Very High | 7.15% | 1091 |
ITI ELSS Tax Saver Fund Direct Growth | Equity | Moderately High | 7.7% | 377 |
ITI Dynamic Bond Fund Direct Growth | Debt | Moderate | 11.8% | 39 |
ITI Ultra Short Duration Fund Direct Growth | Debt | Low to Moderate | 7.58% | 180 |
ITI Small Cap Fund Direct Growth | Equity | Very High | 11.1% | 2219 |
ITI Pharma and Healthcare Fund Direct Growth | Equity | Very High | 18.55% | 213 |
ITI Value Fund Direct Growth | Equity | Very High | 2.39% | 297 |
ITI Multi Cap Fund Direct Growth | Equity | Moderately High | 3.03% | 1116 |
ITI Banking and Financial Services Fund Direct Growth | Equity | Very High | 16.95% | 287 |
ITI Large Cap Fund Direct Growth | Equity | Very High | 3.88% | 472 |
ITI Balanced Advantage Fund Direct Growth | Hybrid | Moderately High | 6.85% | 382 |
ITI Liquid Fund Direct Growth | Debt | Low | 7.15% | 48 |
ITI Arbitrage Fund Direct Growth | Hybrid | Moderately Low | 7.84% | 47 |
See All |
Top Fund Managers
1. Vikrant Mehta
Mr. Vikrant Mehta joined ITI Asset Management Ltd. in January 2021 and brings with him more than 25 years of extensive experience in Fixed Income Markets. His last assignment was at Indiabulls Asset Management Co. Limited where he was designated as the Head - Fixed Income and successfully managed various fixed income products. Prior to this role, he has spent more than a decade at PineBridge Investments where he was the Head of Fixed Income and subsequently was the Asia sovereign analyst for PineBridge. Apart from this, he has held executive positions in organisations like NVS Brokerage Private Ltd and JM Morgan Stanley Fixed Income Securities Pvt. Ltd. Vikrant holds a master’s degree in engineering from Kiev Polytechnical Institute, Ukraine and he is also a Chartered Financial Analyst (CFA) from ICFAI.
2. Mr Rohan Korde
He has done a Master's in Management Studies (Finance) and Bachelor of Commerce. Before getting associated with ITI Mutual Fund, he worked with BOB Capital Markets as a Vice President.
3. Mr Dhimant Shah
He carries a B.Com degree and holds an ACA. He has over 25+ years of experience in the stock market. Before joining ITI Mutual Fund, he worked with Reliance Capital Asset Management Ltd., UTI Asset Management Company Ltd, HSBC Asset Management (India) Private Ltd., ASK Raymond James Securities Pvt. Limited.
4. Mr Vishal Jajoo
He has an MBA (Investments), is a Chartered Accountant, and holds a PGDM (Finance). Before associating with ITI Mutual Fund, he was a part of Tata Investment Corporation Ltd.