Iti Business Cycle Fund Direct-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 4.99%
Fund NAV

Fund Overview of Iti Business Cycle Fund Direct-growth

  • ₹107.8 Cr
    AUM
  • ₹10.35
    NAV
  • 0.62%
    Expense Ratio
As on Mon Jun 15, 2026
Calculate your Returns
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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.

The total value of your investment after 10 years will be
0.00
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Returns of Iti Business Cycle Fund Direct-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 4.99% NA NA
As on Mon Jun 15, 2026

Asset Allocation

equities

95.86%

other assets or cash equivalents

4.14%
Large Cap: 43.89%
Mid Cap: 24.92%
Small Cap: 31.19%
Other: 0.00%
Top Holdings
Net Receivables
37.38%
Hdfc Bank Ltd
5.11%
Hdfc Bank Ltd
5.39%
Net Receivables
4.14%
Net Receivables
4.03%
 
Top Sectors
Financial
63.92%
Unspecified
45.55%
Healthcare
42.24%
Materials
42.06%
Energy & Utilities
36.52%
Detailed Portfolio Analysis
As on Mon Jun 15, 2026
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About Fund

About Iti Business Cycle Fund Direct-growth

Launched on 09 Mar 2026, the fund aims Capital appreciation over long term, Investment in equity and equity related instruments with a focus on navigating business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy. It manages assets worth ₹107.8 crore as on Sun May 31, 2026. The expense ratio stands at 0.62%.
The portfolio allocation consists of 95.86% in equities, 4.14% in other assets or cash equivalents.it has delivered a return of 0.00% in the last year, a total return since inception of 3.70%.
When exploring long-term investments savvy investors also refer to best sip plans depending on returns.

Read more

Fund Details

Fund Names Iti Business Cycle Fund Direct-growth
Inception Date 09 Mar 2026
Lock In No Lock-in
 
Risk Principal at very high risk
More Details

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-growth trend ₹15,798 1.98% 6.03% 4.15% 19.34% 17.52%
ICICI Prudential Business Cycle Fund Direct-idcw trend ₹15,798 1.98% 6.03% 4.15% 19.34% 17.52%
HSBC Business Cycles Fund Direct-growth trend ₹1,142 1.85% 12.38% -1.87% 17.15% 16.84%
HSBC Business Cycles Fund Direct-idcw trend ₹1,142 1.85% 12.38% -1.87% 17.15% 16.84%
ICICI Prudential Business Cycle Fund-growth trend ₹15,798 1.90% 5.80% 3.21% 18.18% 16.21%
ICICI Prudential Business Cycle Fund-idcw trend ₹15,798 1.90% 5.80% 3.21% 18.18% 16.21%
HSBC Business Cycles Fund Regular-growth trend ₹1,142 1.74% 12.04% -3.01% 15.85% 15.56%
HSBC Business Cycles Fund Regular-idcw trend ₹1,142 1.74% 12.04% -3.01% 15.85% 15.56%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from ITI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Iti Business Cycle Fund Regular-growth increase ₹108 -0.27% 4.52% - - -
Iti Business Cycle Fund Regular-idcw increase ₹108 -0.27% 4.52% - - -
Iti Business Cycle Fund Direct-idcw increase ₹108 -0.12% 4.99% - - -
increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund Direct-growth trend ₹15,798 ₹25.80 19.34% 17.52% -
ICICI Prudential Business Cycle Fund-growth trend ₹15,798 ₹24.22 18.18% 16.21% -
ICICI Prudential Business Cycle Fund Direct-idcw trend ₹15,798 ₹18.78 19.34% 17.52% -
ICICI Prudential Business Cycle Fund-idcw trend ₹15,798 ₹17.32 18.18% 16.21% -
Kotak Business Cycle Fund Direct-growth trend ₹3,135 ₹17.45 16.71% - -
Kotak Business Cycle Fund Regular-growth trend ₹3,135 ₹16.50 15.04% - -
Kotak Business Cycle Fund Direct-idcw trend ₹3,135 ₹16.21 16.71% - -
Kotak Business Cycle Fund Regular-idcw trend ₹3,135 ₹15.33 15.04% - -
Tata Business Cycle Fund Regular-growth trend ₹2,675 ₹18.90 14.85% - -
Tata Business Cycle Fund Direct-growth trend ₹2,675 ₹20.40 16.57% - -
View More
Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Net ReceivablesUnspecified37.38%₹34.67 Cr
Hdfc Bank LtdFinancial5.11%₹5.27 Cr
Hdfc Bank LtdFinancial5.39%₹5.00 Cr
Net ReceivablesUnspecified4.14%₹4.46 Cr
Net ReceivablesUnspecified4.03%₹4.15 Cr
Hdfc Bank LtdFinancial3.79%₹4.08 Cr
Reliance Industries LtdEnergy & Utilities4.14%₹3.84 Cr
Icici Bank LtdFinancial3.64%₹3.75 Cr
Icici Bank LtdFinancial3.46%₹3.73 Cr
Icici Bank LtdFinancial3.86%₹3.58 Cr
Reliance Industries LtdEnergy & Utilities3.32%₹3.42 Cr
Reliance Industries LtdEnergy & Utilities2.93%₹3.16 Cr
State Bank Of IndiaFinancial2.86%₹3.08 Cr
Mahindra & Mahindra LtdConsumer Discretionary2.86%₹2.66 Cr
Ntpc LtdEnergy & Utilities2.45%₹2.28 Cr
Bharat Electronics LtdIndustrials2.18%₹2.24 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities2.21%₹2.05 Cr
Ntpc LtdEnergy & Utilities1.97%₹2.03 Cr
Ntpc LtdEnergy & Utilities1.82%₹1.97 Cr
Coal India LtdMaterials2.09%₹1.94 Cr
Titan Company LtdConsumer Discretionary1.84%₹1.89 Cr
Tata Steel LtdMaterials1.83%₹1.89 Cr
Tata Steel LtdMaterials1.72%₹1.86 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.77%₹1.83 Cr
Coal India LtdMaterials1.71%₹1.76 Cr
Titan Company LtdConsumer Discretionary1.63%₹1.76 Cr
State Bank Of IndiaFinancial1.69%₹1.75 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities1.68%₹1.73 Cr
Bse LtdFinancial1.59%₹1.72 Cr
Nestle India LtdConsumer Staples1.64%₹1.69 Cr
Adani Ports And Special Economic Zone LtdIndustrials1.56%₹1.69 Cr
Coal India LtdMaterials1.55%₹1.68 Cr
Grasim Industries LtdMaterials1.55%₹1.67 Cr
Lupin LtdHealthcare1.79%₹1.66 Cr
Rbl Bank LtdFinancial1.60%₹1.65 Cr
Jsw Steel LtdMaterials1.51%₹1.63 Cr
Jsw Steel LtdMaterials1.56%₹1.61 Cr
State Bank Of IndiaFinancial1.73%₹1.60 Cr
Hindalco Industries LtdMaterials1.48%₹1.59 Cr
Rbl Bank LtdFinancial1.46%₹1.58 Cr
Data Patterns (india) LtdIndustrials1.52%₹1.57 Cr
Ipca Laboratories LtdHealthcare1.67%₹1.55 Cr
Glenmark Pharmaceuticals LtdHealthcare1.67%₹1.55 Cr
Cummins India LtdIndustrials1.43%₹1.55 Cr
Oil & Natural Gas Corporation LtdEnergy & Utilities1.42%₹1.53 Cr
Apollo Hospitals Enterprise LtdHealthcare1.41%₹1.52 Cr
Nestle India LtdConsumer Staples1.40%₹1.51 Cr
Bse LtdFinancial1.46%₹1.51 Cr
Laurus Labs LtdHealthcare1.45%₹1.49 Cr
Ipca Laboratories LtdHealthcare1.44%₹1.49 Cr
Neuland Laboratories LtdHealthcare1.44%₹1.49 Cr
Ipca Laboratories LtdHealthcare1.37%₹1.48 Cr
Hindalco Industries LtdMaterials1.42%₹1.47 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.57%₹1.46 Cr
Multi Commodity Exchange Of India LtdFinancial1.41%₹1.46 Cr
Laurus Labs LtdHealthcare1.34%₹1.44 Cr
Tata Power Company LtdEnergy & Utilities1.39%₹1.43 Cr
Rbl Bank LtdFinancial1.53%₹1.42 Cr
Avenue Supermarts LtdConsumer Staples1.36%₹1.40 Cr
Adani Power LtdEnergy & Utilities1.30%₹1.40 Cr
Ajanta Pharma LtdHealthcare1.35%₹1.40 Cr
Bharat Heavy Electricals LtdIndustrials1.35%₹1.39 Cr
Infosys LtdTechnology1.50%₹1.39 Cr
Ajanta Pharma LtdHealthcare1.49%₹1.39 Cr
Cummins India LtdIndustrials1.34%₹1.38 Cr
Bharat Heavy Electricals LtdIndustrials1.27%₹1.37 Cr
Tata Power Company LtdEnergy & Utilities1.26%₹1.36 Cr
Ajanta Pharma LtdHealthcare1.25%₹1.35 Cr
Multi Commodity Exchange Of India LtdFinancial1.24%₹1.34 Cr
Siemens LtdDiversified1.24%₹1.34 Cr
Marico LtdConsumer Staples1.24%₹1.34 Cr
Bharat Forge LtdConsumer Discretionary1.22%₹1.32 Cr
Data Patterns (india) LtdIndustrials1.42%₹1.32 Cr
Union Bank Of IndiaFinancial1.28%₹1.32 Cr
Infosys LtdTechnology1.27%₹1.31 Cr
Au Small Finance Bank LtdFinancial1.20%₹1.29 Cr
Infosys LtdTechnology1.20%₹1.29 Cr
Jindal Steel & Power LtdMaterials1.24%₹1.28 Cr
Solar Industries India LtdMaterials1.19%₹1.28 Cr
Adani Power LtdEnergy & Utilities1.24%₹1.28 Cr
Bharat Forge LtdConsumer Discretionary1.23%₹1.27 Cr
Oil India LtdEnergy & Utilities1.17%₹1.27 Cr
Glenmark Pharmaceuticals LtdHealthcare1.23%₹1.27 Cr
Jindal Steel & Power LtdMaterials1.17%₹1.26 Cr
Radico Khaitan LtdConsumer Staples1.16%₹1.25 Cr
Angel One LtdFinancial1.16%₹1.25 Cr
Aurobindo Pharma LtdHealthcare1.15%₹1.24 Cr
Avenue Supermarts LtdConsumer Staples1.15%₹1.24 Cr
Fortis Healthcare LtdHealthcare1.14%₹1.23 Cr
Kei Industries LtdIndustrials1.14%₹1.22 Cr
Sai Life Sciences Ltd.Healthcare1.18%₹1.22 Cr
Radico Khaitan LtdConsumer Staples1.18%₹1.22 Cr
Steel Authority Of India LtdMaterials1.12%₹1.21 Cr
Aurobindo Pharma LtdHealthcare1.17%₹1.21 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.12%₹1.20 Cr
Larsen & Toubro LtdIndustrials1.30%₹1.20 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities1.16%₹1.20 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials1.11%₹1.20 Cr
Navin Fluorine International LtdMaterials1.11%₹1.20 Cr
Glenmark Pharmaceuticals LtdHealthcare1.11%₹1.20 Cr
Solar Industries India LtdMaterials1.16%₹1.20 Cr
Siemens Energy India LtdEnergy & Utilities1.15%₹1.18 Cr
Tube Investments Of India LtdConsumer Discretionary1.14%₹1.18 Cr
Torrent Pharmaceuticals LtdHealthcare1.26%₹1.17 Cr
Granules India LtdHealthcare1.09%₹1.17 Cr
Multi Commodity Exchange Of India LtdFinancial1.26%₹1.17 Cr
Jindal Steel & Power LtdMaterials1.25%₹1.16 Cr
Nhpc LtdEnergy & Utilities1.13%₹1.16 Cr
Hindustan Copper LtdMaterials1.06%₹1.15 Cr
Alkem Laboratories LtdHealthcare1.11%₹1.15 Cr
Hindustan Copper LtdMaterials1.10%₹1.14 Cr
Transformers & Rectifiers India LtdIndustrials1.10%₹1.14 Cr
Jb Chemicals & Pharmaceuticals LtdHealthcare1.10%₹1.14 Cr
Aster Dm Healthcare LtdHealthcare1.10%₹1.14 Cr
Usha Martin LtdMaterials1.05%₹1.13 Cr
Godfrey Phillips India LtdConsumer Staples1.09%₹1.13 Cr
Syrma Sgs Technology LtdTechnology1.04%₹1.12 Cr
Aster Dm Healthcare LtdHealthcare1.04%₹1.12 Cr
Rainbow Childrens Medicare LtdHealthcare1.03%₹1.11 Cr
Gabriel India LtdConsumer Discretionary1.03%₹1.11 Cr
Data Patterns (india) LtdIndustrials1.03%₹1.11 Cr
Sai Life Sciences Ltd.Healthcare1.20%₹1.11 Cr
Cesc LtdEnergy & Utilities1.03%₹1.11 Cr
Godfrey Phillips India LtdConsumer Staples1.02%₹1.10 Cr
Steel Authority Of India LtdMaterials1.06%₹1.09 Cr
Graphite India LtdIndustrials1.01%₹1.09 Cr
Oberoi Realty LtdReal Estate1.06%₹1.09 Cr
Syrma Sgs Technology LtdTechnology1.05%₹1.09 Cr
Finolex Cables LtdIndustrials1.01%₹1.09 Cr
Central Mine Planning & Design Institute Ltd.1.01%₹1.09 Cr
The Great Eastern Shipping Company LtdEnergy & Utilities1.00%₹1.08 Cr
Neuland Laboratories LtdHealthcare1.00%₹1.08 Cr
Creditaccess Grameen LtdFinancial1.05%₹1.08 Cr
Deepak Fertilisers & Petrochemicals Corporation LtdMaterials1.04%₹1.08 Cr
Finolex Cables LtdIndustrials1.04%₹1.08 Cr
Schaeffler India LtdIndustrials1.04%₹1.07 Cr
Granules India LtdHealthcare1.03%₹1.06 Cr
Elecon Engineering Company LtdIndustrials0.98%₹1.05 Cr
Bank Of MaharashtraFinancial1.02%₹1.05 Cr
Ccl Products (india) LtdConsumer Staples0.97%₹1.05 Cr
Natco Pharma LtdHealthcare1.01%₹1.04 Cr
Nmdc LtdMaterials1.00%₹1.04 Cr
Timken India LtdIndustrials0.96%₹1.03 Cr
City Union Bank LtdFinancial1.00%₹1.03 Cr
Ccl Products (india) LtdConsumer Staples0.99%₹1.02 Cr
Hindustan Zinc LtdMaterials0.95%₹1.02 Cr
Usha Martin LtdMaterials0.98%₹1.01 Cr
Karur Vysya Bank LtdFinancial0.94%₹1.01 Cr
Nmdc LtdMaterials0.94%₹1.01 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.95%₹0.98 Cr
Sundaram Finance LtdFinancial1.05%₹0.98 Cr
Timken India LtdIndustrials0.95%₹0.98 Cr
City Union Bank LtdFinancial0.91%₹0.98 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary0.90%₹0.97 Cr
Dcb Bank LtdFinancial0.94%₹0.97 Cr
Hindustan Copper LtdMaterials1.04%₹0.97 Cr
Aditya Birla Sun Life Amc LtdFinancial1.04%₹0.96 Cr
Natco Pharma LtdHealthcare0.89%₹0.96 Cr
Sun Pharmaceutical Industries LtdHealthcare1.04%₹0.96 Cr
Creditaccess Grameen LtdFinancial0.89%₹0.96 Cr
Marico LtdConsumer Staples0.92%₹0.95 Cr
Jubilant Ingrevia LtdMaterials0.88%₹0.95 Cr
Natco Pharma LtdHealthcare1.00%₹0.92 Cr
The India Cements LtdMaterials0.89%₹0.92 Cr
Oil India LtdEnergy & Utilities0.98%₹0.91 Cr
Dcb Bank LtdFinancial0.84%₹0.91 Cr
Itc LtdConsumer Staples0.97%₹0.90 Cr
Cholamandalam Investment & Finance Company LtdFinancial0.96%₹0.89 Cr
Larsen & Toubro LtdIndustrials0.80%₹0.87 Cr
Larsen & Toubro LtdIndustrials0.83%₹0.85 Cr
Titan Company LtdConsumer Discretionary0.90%₹0.84 Cr
Ge T&d India LtdIndustrials0.77%₹0.83 Cr
Shriram Transport Finance Company LtdFinancial0.76%₹0.82 Cr
Axis Bank LtdFinancial0.88%₹0.81 Cr
Shriram Transport Finance Company LtdFinancial0.78%₹0.81 Cr
Hindalco Industries LtdMaterials0.87%₹0.81 Cr
Bharat Electronics LtdIndustrials0.87%₹0.81 Cr
Vedanta LtdMaterials0.84%₹0.78 Cr
Bharti Airtel LtdTechnology0.75%₹0.77 Cr
Shriram Transport Finance Company LtdFinancial0.81%₹0.75 Cr
Bharti Airtel LtdTechnology0.69%₹0.75 Cr
Bharti Airtel LtdTechnology0.78%₹0.73 Cr
Ge T&d India LtdIndustrials0.70%₹0.72 Cr
National Aluminium Company LtdMaterials0.61%₹0.66 Cr
National Aluminium Company LtdMaterials0.60%₹0.62 Cr
The Jammu & Kashmir Bank LtdFinancial0.59%₹0.60 Cr
National Aluminium Company LtdMaterials0.65%₹0.60 Cr
Ge T&d India LtdIndustrials0.63%₹0.58 Cr
Bharat Forge LtdConsumer Discretionary0.61%₹0.56 Cr
Bajaj Finance LtdFinancial0.56%₹0.52 Cr
The Jammu & Kashmir Bank LtdFinancial0.56%₹0.52 Cr
Aditya Birla Sun Life Amc LtdFinancial0.49%₹0.50 Cr
Kotak Mahindra Bank LtdFinancial0.49%₹0.46 Cr
Can Fin Homes LtdFinancial0.40%₹0.41 Cr
Tata Steel LtdMaterials0.43%₹0.40 Cr
Jsw Steel LtdMaterials0.27%₹0.25 Cr
Bse LtdFinancial0.26%₹0.24 Cr
Bajaj Auto LtdConsumer Discretionary0.25%₹0.24 Cr
Eicher Motors LtdConsumer Discretionary0.24%₹0.23 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-growth increase ₹25.80 19.34% 17.52% -
ICICI Prudential Business Cycle Fund Direct-idcw increase ₹18.78 19.34% 17.52% -
HSBC Business Cycles Fund Direct-growth increase ₹46.50 17.15% 16.84% -
HSBC Business Cycles Fund Direct-idcw increase ₹26.80 17.15% 16.84% -
ICICI Prudential Business Cycle Fund-growth increase ₹24.22 18.18% 16.21% -
ICICI Prudential Business Cycle Fund-idcw increase ₹17.32 18.18% 16.21% -
HSBC Business Cycles Fund Regular-growth increase ₹41.80 15.85% 15.56% -
HSBC Business Cycles Fund Regular-idcw increase ₹24.22 15.85% 15.56% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Iti Business Cycle Fund Direct-growth

What is the current AUM of Iti Business Cycle Fund Direct-growth?

As of Sun May 31, 2026, Iti Business Cycle Fund Direct-growth manages assets worth ₹107.8 crore

How has Iti Business Cycle Fund Direct-growth performed recently?

  • 3 Months: 4.99%
  • 6 Months: 0.00%

What is the long-term performance of Iti Business Cycle Fund Direct-growth?

  • Since Inception: 3.70%

What is the portfolio composition of Iti Business Cycle Fund Direct-growth?

Equity: 95.86%, Others: 4.14%.

What is the market-cap allocation of Iti Business Cycle Fund Direct-growth?

Large Cap: 43.89%, Mid Cap: 24.92%, Small Cap: 31.19%.

Which are the top companies Iti Business Cycle Fund Direct-growth has invested in?

  • Net Receivables – 37.38% of the fund's portfolio
  • HDFC Bank Ltd – 5.11% of the fund's portfolio
  • HDFC Bank Ltd – 5.39% of the fund's portfolio
  • Net Receivables – 4.14% of the fund's portfolio
  • Net Receivables – 4.03% of the fund's portfolio

Which are the major sectors Iti Business Cycle Fund Direct-growth focuses on?

  • Financial – 63.92% of the fund's portfolio
  • Unspecified – 45.55% of the fund's portfolio
  • Healthcare – 42.24% of the fund's portfolio
  • Materials – 42.06% of the fund's portfolio
  • Energy & Utilities – 36.52% of the fund's portfolio
View more FAQ's

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