ITI Business Cycle Fund Direct-Growth
Equity: Thematic-Business Cycle - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Thematic-Business CycleBenchmark: NIFTY 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹9.71-1.69%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of ITI Business Cycle Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|
Trailing Returns
Point-to-point returns of ITI Business Cycle Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
-5%
0%
5%
10%
-5.3%
-8.4%
YTD
-12.3%
-8.7%
-4.8%
1 M
-5.3%
-2.9%
-5.0%
6 M
-6.0%
-7.8%
1 Y
12.6%
9.8%
3 Y
11.8%
8.2%
5 Y
11.7%
12.3%
10 Y
Fund
Equity: Thematic-Business Cycle
NIFTY 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | - | -12.35% | -5.34% | - | - | - | - | -2.92% |
| Equity: Thematic-Business Cycle | -5.27% | -8.69% | -2.92% | -5.95% | 12.62% | 11.78% | 11.70% | - |
| NIFTY 500 Total Return Index | -8.38% | -4.79% | -5.01% | -7.84% | 9.75% | 8.18% | 12.35% | - |
| Rank in category | - | 16 | 14 | - | - | - | - | - |
| Funds in category | 16 | 17 | 17 | 16 | 8 | 3 | 1 | - |
Period Returns
Calendar-year, quarterly and monthly return history of ITI Business Cycle Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of ITI Business Cycle Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of ITI Business Cycle Fund Direct-Growth?
The 1-year return for ITI Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 3-year returns of ITI Business Cycle Fund Direct-Growth?
The 3-year CAGR for ITI Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of ITI Business Cycle Fund Direct-Growth?
The 5-year CAGR for ITI Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.
What are the returns of ITI Business Cycle Fund Direct-Growth since inception?
Since its launch on 11 Mar 2026, ITI Business Cycle Fund Direct-Growth has delivered a CAGR of -2.92%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has ITI Business Cycle Fund Direct-Growth performed vs its category over the long term?
Category rank for ITI Business Cycle Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of ITI Business Cycle Fund Direct-Growth?
The Sharpe ratio of ITI Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of ITI Business Cycle Fund Direct-Growth?
The alpha of ITI Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of ITI Business Cycle Fund Direct-Growth?
The beta of ITI Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of ITI Business Cycle Fund Direct-Growth?
Rolling returns for ITI Business Cycle Fund Direct-Growth are shown in the Rolling Returns section above.