ITI Mutual Fund

About ITI Mutual Fund

Established in 2018, ITI Mutual Fund boasts of offering investor-centric investment solutions curated and managed by a highly experienced team of researchers and managers. They claim to have some of the finest minds in the equity research, investment management, and credit research fields onboard, which helps them run a unique investment philosophy and also adopt robust investment strategies. They focus on creating long-term wealth for their clients. Investment Trust of India Ltd. is the promoter of ITI Mutual Fund (ITIMF). ITIMF is a part of the ITI Group of Companies. This is an emerging conglomerate that offers various financial services, including equity research, equity broking, asset-based lending, investment banking, alternative investment funds, and more. The AMC has around 29 branches in India. ITI AMC has an AUM of ₹4,764 crore, as of June 2023. Following are the values of the company in their own words:

1. Integrity - Transparency and honesty are the cornerstones of ITIMF's business. These allow them to build long-term relationships with investors.
2. Professionalism - AMC's experts have decades of experience and knowledge, which they use to come up with strategies that move in line with an evolving market.
3. Simple solutions - They help investors bridge the gap between their money and their goals with simple investment solutions.

ITI Asset Management Company Key Information

How to Invest in ITI Mutual Fund via Angel One?

Investing in the ITI Mutual Fund on Angel One is a hassle-free process. If you don’t have an Angel One Demat account, you can open one in under a few minutes by submitting the required documents. All you have to do is follow these steps: Step 1: Log in to your Angel One using your mobile number and validate the OTP. Next, enter your MPIN. Step 2: Determine the most suited fund based on your needs and risk profile. You can learn more about each fund on the Angel One app under the mutual fund section. Things to consider at this stage are:

1. Search for the fund you want to invest in or take cues from funds listed by Angel One across categories.
2. Analyse the fund’s past performance, tax implications, and the sectors and companies in which it invests. You can also calculate the potential returns using the available online calculators.
3. Evaluate the fund’s level of risk and weigh it against your risk tolerance.
4. Check the fund’s ratings given by reputed rating agencies. Generally, the ratings range from 1 to 5.
5. Consider the fund’s expense ratio to get an idea about the cost of investing in it.

Step 3: Once you finalise the ITI Mutual Fund scheme you want to invest in, open your Angel One account, go to the Mutual Funds section, and look for it. Since this can be a long-term investment, be careful when choosing the fund that you would like to invest in. Then,

1. Decide whether you want to invest in a lump sum or via monthly SIP.
2. Next, enter the amount you want to invest and choose how you want to make the payment. UPI is the preferred mode. Alternatively, you can choose net banking
3. After placing the order, in the case of the SIP route of investment, you can create a mandate to make hassle-free future installments.

Documents Required To Invest in ITI Mutual Fund

Investing in ITI Mutual Fund through Angel One is a digitally streamlined experience. The KYC process is simple, requiring only essential documents:

1. PAN Card Details (Mandatory)
2. Personal Information (Full Name, Mobile Number, Email Address)
3. We recommend using your Aadhar Card for Address Proof, both front and back sides.
4. Bank Account Details, including a cancelled check if necessary
5. Nominee details and FATCA Declarations

With Angel One, your KYC verification is a hassle-free procedure, ensuring efficient access to ITI Mutual Fund for both new and returning investors. You can count on our user-friendly platform to help you achieve your financial goals. Your KYC process will be completed in just 48-72 business hours, enabling you to initiate your mutual fund journey.

Top 10 ITI Mutual Funds to Invest

Note: The data above is as of Feb 5, 2026 and is sorted and ranked as per the AUM.

ITI Mid Cap Fund

ITI Mid Cap Fund is a Mid Cap Fund category scheme, managed by fund managers Mr. Rohan Korde and Mr. Dhimant Shah. The scheme focuses on generating long-term capital appreciation through predominant investments in equity and equity-related securities of mid-cap companies. 

ITI Small Cap Fund

ITI Small Cap Fund belongs to the Small Cap Fund category. It is typically managed by Dhimant Shah and Rohan Korde. The objective is to achieve long-term capital growth by primarily investing in small-cap equities and related instruments.

ITI Multi-Cap Fund

ITI Multi-Cap Fund is categorised as a Multi-Cap Fund; Fund managers Dhimant Shah and Rohan Korde. It seeks capital appreciation by investing across large-cap, mid-cap, and small-cap stocks for diversified equity exposure.

ITI ELSS Tax Saver Fund

ITI ELSS Tax Saver Fund falls under the ELSS (Equity-Linked Savings Scheme) category. It is managed by dedicated ITI fund managers, including Vishal Jajoo and Dhimant Shah. The scheme aims to provide long-term capital gains along with tax benefits under Section 80C, with a 3-year lock-in period.

ITI Value Fund

ITI Value Fund is a Value Fund category scheme. It is handled by value-focused managers, Rohan Korde and Dhimant Shah. The investment aim is to target undervalued stocks for long-term appreciation using a value investing strategy.

ITI Pharma & Healthcare Fund

ITI Pharma & Healthcare Fund is a Sectoral/Thematic Fund focused on Pharma & Healthcare, which is managed by Rohan Korde and Dhimant Shah. The objective is to generate returns primarily through equities in pharmaceutical, healthcare, and related sectors.

ITI Banking & Financial Services Fund

ITI Banking & Financial Services Fund is a Sectoral/Thematic Fund for Banking & Financial Services. It is managed by Nilay Dalal and Rohan Korde. The goal is growth via investments in banking, financial services, and allied sector equities.

ITI Large Cap Fund

ITI Large Cap Fund is categorized as a Large Cap Fund. It is overseen by Rohan Korde and Dhimant Shah. The objective targets long-term capital appreciation through investments in large-cap stocks.

ITI Balanced Advantage Fund

ITI Balanced Advantage Fund is a Hybrid - Dynamic Asset Allocation (Balanced Advantage) category fund. The scheme is managed by Vikrant Mehta, Rohan Korde and Dhimant Shah. It aims to balance growth and stability by dynamically allocating between equity and debt based on market conditions.