ITI Mutual Fund

About ITI Mutual Fund

ITI Mutual Fund, established in 2018, carries a name with deep historical roots in the Indian mutual fund industry - Investment Trust of India (ITI) was the promoter behind Pioneer ITI Mutual Fund, one of the very first private-sector mutual funds launched in India after the industry opened up beyond UTI, though that earlier fund house was itself taken over by Franklin Templeton in 2002.

Ownership and Heritage

Today's ITI Mutual Fund is a separate, more recently established entity that revived the ITI name for a new mutual fund business starting in 2018, distinct from the earlier Pioneer ITI Mutual Fund that Franklin Templeton absorbed decades earlier. It positions itself around investor-centric, research-backed investment solutions for long-term wealth generation.

Fund Range and Approach

ITI Mutual Fund offers a scheme range spanning equity funds across market-cap segments, along with debt and hybrid options, built out since its 2018 launch by an investment team focused on long-term, research-driven stock selection.

Who Should Consider ITI Mutual Fund

Investors interested in a relatively newer, independently positioned AMC without a large bank or insurance conglomerate behind it may want to evaluate ITI Mutual Fund's specific scheme mandates and track record since its 2018 launch.

A Note on the ITI Name

It's worth being clear that today's ITI Mutual Fund (launched 2018) is not the same entity as the historical Pioneer ITI Mutual Fund from the 1990s, which was absorbed into Franklin Templeton in 2002 - the current fund house revived a historically significant name for a new, separate mutual fund business.

Checking a Scheme's Risk-o-Meter and Category

Every Indian mutual fund scheme is required to display a standardised risk-o-meter (ranging from "Low" to "Very High") on its factsheet, reflecting SEBI's categorisation rules for that specific fund type. Checking this alongside the scheme's exact category label - not just its name - is a quick way to confirm a fund actually matches the risk level you're comfortable with before investing.

Reading the Scheme Documents

Before investing in any specific scheme, it's worth reading its scheme information document (SID) and key information memorandum (KIM), both freely available on the AMC's own website - these spell out the exact investment mandate, risk factors, benchmark, and exit load in far more detail than any summary page, including this one, can provide.

Costs: Direct vs Regular Plans

ITI schemes are available as Direct Plans or Regular Plans. Use the Expense Ratio Impact Calculator on this site to estimate the long-term rupee difference between the two.

Comparing ITI Schemes With Other Fund Houses

When comparing an ITI scheme against alternatives in the same category, check the historical CAGR across multiple periods, the expense ratio relative to category peers, and fund manager tenure - the standard checklist that applies across any AMC in this directory, regardless of its size or how well known its name is.

Investing With ITI Mutual Fund

Every ITI scheme tracked on this site shows live NAV, computed CAGR and absolute returns, and expense ratio, sourced from AMFI India and MFAPI - see the scheme list below, or open any individual scheme's page to project a SIP or lumpsum investment using its own historical performance and current NAV.