DS
Dhimant ShahLead
Since Feb 2025
AUM managed
₹9,928.85Cr
Tenure
Since Feb 2025
Funds
9
ITI Bharat Consumption Reg Gr
Sector - ConsumptionITI Mutual Fund
NAV
₹11.52
+0.27% today
AUM
₹370.07 Cr
Fund size
Expense
2.60%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹5,000
one-time
Exit Load
0.5
on redemption
Fund snapshot
Category rank--
Risk-o-meterVery High Risk
BenchmarkNifty India Consumption TR INR (100%)
Number of holdings53
Inception27 Feb 2025
Exit load0.5
Risk metrics
Alpha-0.72
Beta1.01
Sharpe ratio-0.01
Standard deviation18.25%
Sortino ratio-0.01
Capital gains tax
Equity
STCG · short-term
20%Short-term gains taxed at 20%
Applies when equity fund units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Applies when equity fund units are sold after 12 months.
Equity-oriented mutual fund taxation applies based on holding period.
Fund managers
RB
Rajesh BhatiaLead
Since Feb 2025
AUM managed
₹1,155.90Cr
Tenure
Since Feb 2025
Funds
4
About ITI Bharat Consumption Reg Gr
ITI Bharat Consumption Reg Gr is an open-ended Sector - Consumption mutual fund scheme offered by ITI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹11.52 per unit and the scheme manages ₹370.07 Cr in assets under management. The fund charges an expense ratio of 2.60% and is benchmarked against Nifty India Consumption TR INR (100%). Over the trailing 1 year, ITI Bharat Consumption Reg Gr has delivered -2.17% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
To generate long-term capital appreciation by investing primarily in Equity and Equity related securities of companies engaged in consumption and consumption related activities or allied sectors.
Regular Plan · Growth option · NAV as of 15 Sept 2026
ITI Bharat Consumption Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -3.91% | -5.38% |
| 3 months | +3.93% | +1.56% |
| 6 months | +13.15% | +10.54% |
| 1 year | -2.17% | -7.40% |
| 3 years | 0.00% | +8.54% |
| 5 years | 0.00% | +9.59% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | 0.00% | -0.19% |
| 3 months | +8.92% | +7.57% |
| 6 months | +7.86% | +5.65% |
| 1 year | +3.82% | -0.05% |
| 3 years | 0.00% | +39.20% |
| 5 years | 0.00% | +77.20% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
ITI Bharat Consumption Reg Gr — frequently asked questions
What is the NAV of ITI Bharat Consumption Reg Gr?
The latest net asset value (NAV) of ITI Bharat Consumption Reg Gr is ₹11.52 per unit, +0.27% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has ITI Bharat Consumption Reg Gr delivered?
ITI Bharat Consumption Reg Gr has returned -2.17% over the trailing 1 year. Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of ITI Bharat Consumption Reg Gr?
ITI Bharat Consumption Reg Gr charges an expense ratio of 2.60% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is ITI Bharat Consumption Reg Gr?
SEBI's riskometer classifies ITI Bharat Consumption Reg Gr as Very High Risk, which is typical for a Sector - Consumption scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in ITI Bharat Consumption Reg Gr?
You can start a SIP in ITI Bharat Consumption Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹5,000.
Who manages ITI Bharat Consumption Reg Gr?
ITI Bharat Consumption Reg Gr is managed by ITI Mutual Fund, holds ₹370.07 Cr in assets under management and invests across 53 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- ITI Mutual Fund
- Scheme category
- Equity
- Scheme sub-category
- Sector - Consumption
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF00XX01DD8
- Scheme code
- FS0000JC9B
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