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Fund Overview of Iti Bharat Consumption Fund Regular-growth
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₹346.6 CrAUM
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₹11.13NAV
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3.03%Expense Ratio
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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.
Returns of Iti Bharat Consumption Fund Regular-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 8.34% | NA | 5.85% |
| 6 Months | -2.00% | NA | 13.74% |
| 1 Year | 1.67% | 1.67% | -0.98% |
Compare Iti Bharat Consumption Fund Regular-growth with other mutual funds in the same category
Iti Bharat Consumption Fund Regular-growth
Tata India Consumer Fund Direct-growth
Tata India Consumer Fund Direct-idcw
Asset Allocation
equities
99.70%other assets or cash equivalents
0.30%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 ₹346.6 crore as on Sun May 31, 2026. The expense ratio stands at 3.03%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Iti Bharat Consumption Fund Regular-growth
The portfolio allocation consists of 99.70% in equities, 0.30% in other assets or cash equivalents.Managed by Rajesh Bhatia, it has delivered a return of 1.67% in the last year, a total return since inception of 8.56%.
Those exploring investment options often compare different best sip to invest so they can grow systematic financial stability.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Tata India Consumer Fund Direct-growth  |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Tata India Consumer Fund Direct-idcw |
₹2,583 | 2.88% | 13.44% | 6.91% | 15.37% | 15.49% |
| Nippon India Consumption Fund Direct-growth |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Nippon India Consumption Fund Direct-idcw |
₹2,368 | 1.52% | 7.40% | -3.18% | 11.71% | 14.90% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | 3.19% | 9.57% | 1.66% | 12.33% | 14.83% |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹3,052 | 1.51% | 7.88% | -0.38% | 12.89% | 14.76% |
| SBI Consumption Opportunities Fund Direct-growth |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
| SBI Consumption Opportunities Fund Direct-idcw |
₹2,806 | 0.16% | 5.12% | -5.41% | 8.79% | 14.32% |
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 Bharat Consumption Fund Direct-growth
|
₹347 | 2.64% | 8.78% | -1.20% | 3.46% | - |
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Iti Bharat Consumption Fund Regular-idcw
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₹347 | 2.49% | 8.34% | -2.00% | 1.67% | - |
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Iti Bharat Consumption Fund Direct-idcw
|
₹347 | 2.64% | 8.78% | -1.20% | 3.46% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Consumption Fund Regular-growth |
₹5,843 | ₹201.69 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-growth |
₹5,843 | ₹232.85 | 10.48% | 12.21% | 14.94% |
| Aditya Birla Sun Life Consumption Fund Regular-idcw |
₹5,843 | ₹34.99 | 9.31% | 10.98% | 13.65% |
| Aditya Birla Sun Life Consumption Direct Fund-idcw |
₹5,843 | ₹44.80 | 10.48% | 12.21% | 14.94% |
| Mirae Asset Great Consumer Fund Regular-growth |
₹4,389 | ₹89.80 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-growth |
₹4,389 | ₹108.42 | 12.33% | 14.83% | 16.91% |
| Mirae Asset Great Consumer Fund Regular-idcw |
₹4,389 | ₹25.16 | 10.73% | 13.15% | 15.20% |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹4,389 | ₹65.09 | 12.33% | 14.83% | 16.91% |
| ICICI Prudential Bharat Consumption Fund-growth |
₹3,052 | ₹24.28 | 11.87% | 13.69% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹3,052 | ₹26.30 | 12.89% | 14.76% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | 6.90% | ₹23.91 Cr |
| Zomato Ltd | Technology | 4.92% | ₹17.06 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 4.50% | ₹15.59 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 4.34% | ₹15.05 Cr |
| Itc Ltd | Consumer Staples | 4.27% | ₹14.78 Cr |
| Titan Company Ltd | Consumer Discretionary | 4.21% | ₹14.59 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.02% | ₹10.47 Cr |
| Nestle India Ltd | Consumer Staples | 2.99% | ₹10.35 Cr |
| Adani Power Ltd | Energy & Utilities | 2.86% | ₹9.91 Cr |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.69% | ₹9.31 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.51% | ₹8.70 Cr |
| Bajaj Auto Ltd | Consumer Discretionary | 2.31% | ₹8.02 Cr |
| Interglobe Aviation Ltd | Industrials | 2.23% | ₹7.74 Cr |
| Varun Beverages Ltd | Consumer Staples | 2.19% | ₹7.60 Cr |
| Ather Energy Ltd. | Consumer Discretionary | 2.06% | ₹7.14 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 2.00% | ₹6.93 Cr |
| Trent Ltd | Consumer Discretionary | 1.89% | ₹6.55 Cr |
| Max Healthcare Institute Ltd | Healthcare | 1.85% | ₹6.42 Cr |
| Tata Motors Ltd | Consumer Discretionary | 1.85% | ₹6.42 Cr |
| Asian Paints Ltd | Materials | 1.82% | ₹6.32 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Tata India Consumer Fund Direct-growth |
₹52.70 | 15.37% | 15.49% | - |
| Tata India Consumer Fund Direct-idcw |
₹51.07 | 15.37% | 15.49% | - |
| Nippon India Consumption Fund Direct-growth |
₹210.92 | 11.71% | 14.90% | - |
| Nippon India Consumption Fund Direct-idcw |
₹51.66 | 11.71% | 14.90% | - |
| Mirae Asset Great Consumer Fund Direct-growth |
₹108.42 | 12.33% | 14.83% | - |
| Mirae Asset Great Consumer Fund Direct-idcw |
₹65.09 | 12.33% | 14.83% | - |
| ICICI Prudential Bharat Consumption Fund Direct-growth |
₹26.30 | 12.89% | 14.76% | - |
| ICICI Prudential Bharat Consumption Fund Direct-idcw |
₹16.88 | 12.89% | 14.76% | - |
| SBI Consumption Opportunities Fund Direct-growth |
₹327.43 | 8.79% | 14.32% | - |
| SBI Consumption Opportunities Fund Direct-idcw |
₹230.51 | 8.79% | 14.32% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Iti Bharat Consumption Fund Regular-growth
What is the current AUM of Iti Bharat Consumption Fund Regular-growth?
As of Sun May 31, 2026, Iti Bharat Consumption Fund Regular-growth manages assets worth ₹346.6 crore
How has Iti Bharat Consumption Fund Regular-growth performed recently?
- 3 Months: 8.34%
- 6 Months: -2.00%
What is the long-term performance of Iti Bharat Consumption Fund Regular-growth?
- Since Inception: 8.56%
What is the portfolio composition of Iti Bharat Consumption Fund Regular-growth?
Equity: 99.70%, Others: 0.30%.
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: 75.67%, Mid Cap: 12.30%, Small Cap: 12.03%.
Which are the top companies Iti Bharat Consumption Fund Regular-growth has invested in?
- Bharti Airtel Ltd – 6.90% of the fund's portfolio
- Zomato Ltd – 4.92% of the fund's portfolio
- Maruti Suzuki India Ltd – 4.50% of the fund's portfolio
- Mahindra & Mahindra Ltd – 4.34% of the fund's portfolio
- ITC Ltd – 4.27% of the fund's portfolio
Which are the major sectors Iti Bharat Consumption Fund Regular-growth focuses on?
- Consumer Discretionary – 25.68% of the fund's portfolio
- Consumer Staples – 12.47% of the fund's portfolio
- Technology – 11.82% of the fund's portfolio
- Healthcare – 4.54% of the fund's portfolio
- Energy & Utilities – 2.86% of the fund's portfolio
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^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.
