Funds similar to ITI Business Cycle Fund Direct-Growth in the Equity: Thematic-Business Cycle category include ICICI Prudential Business Cycle Fund Direct-Growth, Kotak Business Cycle Fund Direct-Growth, and HDFC Business Cycle Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

What is the rank of ITI Business Cycle Fund Direct-Growth in its category?

The category rank of ITI Business Cycle Fund Direct-Growth is shown in the Trailing Returns section above.

How does ITI Business Cycle Fund Direct-Growth's expense ratio compare to similar funds?

ITI Business Cycle Fund Direct-Growth has an expense ratio of 1.78%. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an expense ratio of 0.95% and Kotak Business Cycle Fund Direct-Growth has 0.82%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

How does ITI Business Cycle Fund Direct-Growth's AUM compare to similar funds?

ITI Business Cycle Fund Direct-Growth has an AUM of ₹113.61 crore. The peers ICICI Prudential Business Cycle Fund Direct-Growth has an AUM of ₹16,137.5 crore and Kotak Business Cycle Fund Direct-Growth has ₹3,302.3 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Which fund has the best 3-year returns in the Equity: Thematic-Business Cycle?

The top performing fund in the Equity: Thematic-Business Cycle category on a 3-year basis is Quant Business Cycle Fund Direct-Growth with a CAGR of 17.71% as of 16 Jul 2026. ITI Business Cycle Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.

How does ITI Business Cycle Fund Direct-Growth rank in risk-adjusted returns vs peers?

The Sharpe ratio of ITI Business Cycle Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.