Fund Overview of Iti Bharat Consumption Fund Regular-Growth
-
₹357.4 CrAUM
-
₹11.94NAV
-
2.57%Expense Ratio
-
EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Iti Bharat Consumption Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 9.88% | NA | 5.85% |
| 6 Months | 8.70% | NA | 13.74% |
| 1 Year | 6.45% | 6.45% | -0.98% |
Asset Allocation of Iti Bharat Consumption Fund Regular-Growth
equities
98.58%other assets or cash equivalents
1.42%Iti Bharat Consumption Fund Regular-Growth is one Equity mutual fund offered by ITI Mutual Fund. Launched on 27 Feb 2025, the fund aims Capital appreciation over long term. invest predominantly in equity and equity related instruments of companies that are likely to benefit directly or indirectly from the domestic consumption led demand. It manages assets worth ₹357.4 crore as on Tue Jun 30, 2026. The expense ratio stands at 2.57%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Iti Bharat Consumption Fund Regular-Growth
The portfolio allocation consists of 98.58% in equities, 1.42% in other assets or cash equivalents.Managed by Rajesh Bhatia, it has delivered a return of 6.45% in the last year, a total return since inception of 13.19%.
Those exploring investment options often compare different best sip to invest so they can grow systematic financial stability.
Iti Bharat Consumption Fund Regular-Growth Fund Details
|
|
Compare Iti Bharat Consumption Fund Regular-Growth with other mutual funds in the same category
Iti Bharat Consumption Fund Regular-Growth
ICICI Prudential Bharat Consumption Fund Direct-Growth
ICICI Prudential Bharat Consumption Fund Direct-IDCW
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,150 | 3.06% | 7.67% | 4.08% | 12.72% | 15.67% |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹3,150 | 3.06% | 7.67% | 4.08% | 12.72% | 15.67% |
| Tata India Consumer Fund Direct-Growth |
₹2,703 | 3.74% | 10.12% | 9.70% | 17.05% | 15.61% |
| Tata India Consumer Fund Direct-IDCW |
₹2,703 | 3.74% | 10.12% | 9.70% | 17.05% | 15.61% |
| Nippon India Consumption Fund Direct-Growth |
₹2,422 | 4.63% | 9.02% | 2.56% | 13.14% | 15.07% |
| Nippon India Consumption Fund Direct-IDCW |
₹2,422 | 4.63% | 9.02% | 2.56% | 13.14% | 15.07% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,550 | 3.50% | 8.99% | 4.93% | 13.62% | 14.95% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,550 | 3.50% | 8.99% | 4.93% | 13.62% | 14.95% |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,150 | 3.00% | 7.43% | 3.19% | 11.70% | 14.62% |
| ICICI Prudential Bharat Consumption Fund-IDCW |
₹3,150 | 3.00% | 7.43% | 3.19% | 11.70% | 14.62% |
More funds from ITI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Iti Bharat Consumption Fund Direct-Growth
|
₹357 | 4.65% | 10.34% | 9.58% | 8.29% | - |
|
Iti Bharat Consumption Fund Regular-IDCW
|
₹357 | 4.51% | 9.88% | 8.70% | 6.45% | - |
|
Iti Bharat Consumption Fund Direct-IDCW
|
₹357 | 4.65% | 10.34% | 9.58% | 8.29% | - |
Iti Bharat Consumption Fund Regular-Growth Calculator
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 29
- 31
- 32
- 33
- 34
- 36
- 37
- 38
- 39
- 40
- 1
- 2
- 3
- 4
- 6
- 7
- 8
- 9
- 11
- 12
- 13
- 14
- 16
- 17
- 18
- 19
- 21
- 22
- 23
- 24
- 26
- 27
- 28
- 30
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Direct Fund-Growth |
₹5,990 | ₹246.97 | 11.57% | 12.23% | 14.67% |
| Aditya Birla Sun Life Consumption Fund Regular-Growth |
₹5,990 | ₹213.64 | 10.40% | 10.99% | 13.38% |
| Aditya Birla Sun Life Consumption Fund Regular-IDCW |
₹5,990 | ₹37.07 | 10.40% | 10.99% | 13.38% |
| Aditya Birla Sun Life Consumption Direct Fund-IDCW |
₹5,990 | ₹47.52 | 11.57% | 12.23% | 14.67% |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹4,550 | ₹115.54 | 13.62% | 14.95% | 16.90% |
| Mirae Asset Great Consumer Fund Regular-Growth |
₹4,550 | ₹95.53 | 12.02% | 13.27% | 15.18% |
| Mirae Asset Great Consumer Fund Regular-IDCW |
₹4,550 | ₹26.76 | 12.02% | 13.27% | 15.18% |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹4,550 | ₹69.37 | 13.62% | 14.95% | 16.90% |
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹3,150 | ₹27.92 | 12.72% | 15.67% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹3,150 | ₹25.75 | 11.70% | 14.62% | - |
Iti Bharat Consumption Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 7.12% | ₹24.67 Cr |
| Bharti Airtel Ltd | Technology | 6.77% | ₹24.21 Cr |
| Bharti Airtel Ltd | Technology | 6.77% | ₹24.21 Cr |
| Bharti Airtel Ltd | Technology | 6.77% | ₹24.21 Cr |
| Bharti Airtel Ltd | Technology | 6.90% | ₹23.91 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 5.99% | ₹21.98 Cr |
| Bharti Airtel Ltd | Technology | 5.88% | ₹21.60 Cr |
| Bharti Airtel Ltd | Technology | 5.97% | ₹21.56 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 5.80% | ₹20.93 Cr |
| Bharti Airtel Ltd | Technology | 6.15% | ₹20.91 Cr |
| Bharti Airtel Ltd | Technology | 6.15% | ₹20.91 Cr |
| Itc Ltd | Consumer Staples | 5.75% | ₹20.76 Cr |
| Itc Ltd | Consumer Staples | 5.64% | ₹20.70 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.07% | ₹20.61 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 6.07% | ₹20.61 Cr |
| Bharti Airtel Ltd | Technology | 5.81% | ₹20.19 Cr |
| Itc Ltd | Consumer Staples | 5.78% | ₹19.63 Cr |
| Itc Ltd | Consumer Staples | 5.78% | ₹19.63 Cr |
| Bharti Airtel Ltd | Technology | 5.56% | ₹19.61 Cr |
| Bharti Airtel Ltd | Technology | 6.22% | ₹19.27 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Bharat Consumption Fund Direct-Growth |
₹27.92 | 12.72% | 15.67% | - |
| ICICI Prudential Bharat Consumption Fund Direct-IDCW |
₹17.92 | 12.72% | 15.67% | - |
| Tata India Consumer Fund Direct-Growth |
₹56.10 | 17.05% | 15.61% | - |
| Tata India Consumer Fund Direct-IDCW |
₹54.37 | 17.05% | 15.61% | - |
| Nippon India Consumption Fund Direct-Growth |
₹228.28 | 13.14% | 15.07% | - |
| Nippon India Consumption Fund Direct-IDCW |
₹55.91 | 13.14% | 15.07% | - |
| Mirae Asset Great Consumer Fund Direct-Growth |
₹115.54 | 13.62% | 14.95% | - |
| Mirae Asset Great Consumer Fund Direct-IDCW |
₹69.37 | 13.62% | 14.95% | - |
| ICICI Prudential Bharat Consumption Fund-Growth |
₹25.75 | 11.70% | 14.62% | - |
| ICICI Prudential Bharat Consumption Fund-IDCW |
₹16.00 | 11.70% | 14.62% | - |
Frequently Asked Questions
Iti Bharat Consumption Fund Regular-Growth
What is the current AUM of Iti Bharat Consumption Fund Regular-Growth?
As of Tue Jun 30, 2026, Iti Bharat Consumption Fund Regular-Growth manages assets worth ₹357.4 crore
How has Iti Bharat Consumption Fund Regular-Growth performed recently?
- 3 Months: 9.88%
- 6 Months: 8.70%
What is the long-term performance of Iti Bharat Consumption Fund Regular-Growth?
- Since Inception: 13.19%
What is the portfolio composition of Iti Bharat Consumption Fund Regular-Growth?
Equity: 98.58%, Others: 1.42%.
Who manages Iti Bharat Consumption Fund Regular-Growth?
Iti Bharat Consumption Fund Regular-Growth is managed by Rajesh Bhatia from ITI Mutual Fund.
What is the market-cap allocation of Iti Bharat Consumption Fund Regular-Growth?
Large Cap: 70.06%, Mid Cap: 18.61%, Small Cap: 11.33%.
Which are the top companies Iti Bharat Consumption Fund Regular-Growth has invested in?
- Bharti Airtel Ltd – 7.12% of the fund's portfolio
- Bharti Airtel Ltd – 6.77% of the fund's portfolio
- Bharti Airtel Ltd – 6.77% of the fund's portfolio
- Bharti Airtel Ltd – 6.77% of the fund's portfolio
- Bharti Airtel Ltd – 6.90% of the fund's portfolio
Which are the major sectors Iti Bharat Consumption Fund Regular-Growth focuses on?
- Technology – 76.07% of the fund's portfolio
- Consumer Discretionary – 23.93% of the fund's portfolio
- Consumer Staples – 22.95% of the fund's portfolio
Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.
Please consult your financial advisor for an informed decision.
Past performance may not be indicative of future results.
The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.
Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.
Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.
Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.
For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.
For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved
^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.





