- Scheme Category:
- Equity Scheme >
- Focused Fund
NAV: ₹ ↓ -0.49%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of ITI Focused Fund - Regular Plan - Growth and its peers as on 1 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| ITI Focused Fund - Regular Plan - Growth | 4.42% | -0.49% | -1.06% | 1.17% | 3.88% | 11.29% | 17.25% | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 5.61% | -1.44% | -0.63% | 0.63% | 4.41% | 16.63% | 16.1% | 11.76% | 16.91% | 14.38% |
| ICICI Prudential Focused Fund - Growth | -3.4% | -0.92% | -1.72% | -0.99% | 7.05% | 3.53% | 16.63% | 14.86% | 18.85% | 14.13% |
| ICICI Prudential Focused Equity Fund Institutional Growth | - | -0.78% | 0.39% | - | - | - | - | - | - | - |
| HDFC Focused Fund - GROWTH PLAN | -1.69% | -0.71% | -0.47% | 0.36% | 7.7% | 2.11% | 15.45% | 17.81% | 18.72% | 13.69% |
| Nippon India Focused Fund -Growth Plan -Growth Option | -1.3% | -0.6% | -1.23% | 1.12% | 4.02% | 3.26% | 10% | 10.81% | 16.49% | 12.41% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 24.62% | 7.21% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.66% | 0.37% | -3.79% | -0.29% | -11.51% | 9.52% | 1.76% | 1.7% | 0.77% | 1.67% |
Returns from spefic dates
| Description | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|
| Returns | 3.47% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 93.13% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | 6.87% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 5.18% | DCF |
| Solar Industries India Limited | SOLARINDS (INE343H01029) | Chemicals & Petrochemicals | 4.48% | |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 4.45% | DCF |
| Vedanta Aluminium Metal Limited | VAML (INE1CDF01017) | Non - Ferrous Metals | 4.42% | |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 4.36% | DCF |
| KRN Heat Exchanger And Refrigeration Limited | KRN (INE0Q3J01015) | Industrial Products | 4.18% | |
| Wockhardt Limited | WOCKPHARMA (INE049B01025) | Pharmaceuticals & Biotechnology | 3.94% | |
| Multi Commodity Exchange of India Limited | MCX (INE745G01043) | Capital Markets | 3.91% | |
| Fortis Healthcare Limited | FORTIS (INE061F01013) | Healthcare Services | 3.62% | |
| State Bank of India | SBIN (INE062A01020) | Banks | 3.55% | DCF |
| Graphite India Limited | GRAPHITE (INE371A01025) | Industrial Products | 3.55% | |
| AIA Engineering Limited | AIAENG (INE212H01026) | Industrial Products | 3.49% | |
| Sun Pharmaceutical Industries Limited | SUNPHARMA (INE044A01036) | Pharmaceuticals & Biotechnology | 3.48% | |
| Shriram Finance Limited | SHRIRAMFIN (INE721A01047) | Finance | 3.40% | |
| ZF Commercial Vehicle Control Systems India Limited | ZFCVINDIA (INE342J01019) | Auto Components | 3.32% | |
| Anant Raj Limited | ANANTRAJ (INE242C01024) | Realty | 3.32% | |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 3.12% | DCF |
| NLC India Limited | NLCINDIA (INE589A01014) | Power | 3.07% | |
| UltraTech Cement Limited | ULTRACEMCO (INE481G01011) | Cement & Cement Products | 3.03% | |
| Tata Consumer Products Limited | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 3.02% | |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 2.94% | DCF |
| Dixon Technologies (India) Limited | DIXON (INE935N01020) | Consumer Durables | 2.45% | |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 2.32% | DCF |
| Tata Consultancy Services Limited | TCS (INE467B01029) | IT - Software | 2.30% | DCF |
| Varun Beverages Limited | VBL (INE200M01039) | Beverages | 2.18% | |
| Gujarat Fluorochemicals Limited | FLUOROCHEM (INE09N301011) | Chemicals & Petrochemicals | 2.14% | |
| Cummins India Limited | CUMMINSIND (INE298A01020) | Industrial Products | 2.01% | |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 1.90% |
Debt
| Name | Rating | Weight % |
|---|
Portfolio data is as on date 31 July, 2026
NAV history
ITI Focused Fund - Regular Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 1 September, 2026 | 16.5697 | -0.49% |
| 31 August, 2026 | 16.6519 | -0.65% |
| 28 August, 2026 | 16.7604 | 0.58% |
| 27 August, 2026 | 16.6644 | -0.21% |
| 26 August, 2026 | 16.7002 | -0.28% |
| 25 August, 2026 | 16.7476 | 0.44% |
| 24 August, 2026 | 16.6743 | -0.04% |
| 21 August, 2026 | 16.6806 | -0.06% |
| 20 August, 2026 | 16.6906 | 0.78% |
| 19 August, 2026 | 16.5609 | -0.91% |
| 18 August, 2026 | 16.7127 | -0.06% |
| 17 August, 2026 | 16.7219 | -0.15% |
| 14 August, 2026 | 16.7470 | 0.08% |
| 13 August, 2026 | 16.7329 | 0.82% |
| 12 August, 2026 | 16.5973 | -0.25% |
| 11 August, 2026 | 16.6383 | -0.17% |
| 10 August, 2026 | 16.6669 | -0.21% |
| 7 August, 2026 | 16.7023 | 0.04% |
| 6 August, 2026 | 16.6964 | 0.62% |
| 5 August, 2026 | 16.5942 | 0.04% |
| 4 August, 2026 | 16.5879 | 0.18% |
| 3 August, 2026 | 16.5576 | 1.1% |
| 31 July, 2026 | 16.3782 | 0.45% |
| 30 July, 2026 | 16.3049 | -0.2% |
| 29 July, 2026 | 16.3370 | 0.79% |
| 28 July, 2026 | 16.2087 | -0.53% |
| 27 July, 2026 | 16.2944 | 0.93% |
| 24 July, 2026 | 16.1436 | -0.02% |
| 23 July, 2026 | 16.1465 | -0.45% |
| 22 July, 2026 | 16.2188 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of ITI Focused Fund - Regular Plan - Growth?
The latest NAV of ITI Focused Fund - Regular Plan - Growth is 16.5697 as on 1 September, 2026.What are YTD (year to date) returns of ITI Focused Fund - Regular Plan - Growth?
The YTD (year to date) returns of ITI Focused Fund - Regular Plan - Growth are 4.42% as on 1 September, 2026.What are 1 year returns of ITI Focused Fund - Regular Plan - Growth?
The 1 year returns of ITI Focused Fund - Regular Plan - Growth are 11.29% as on 1 September, 2026.What are 3 year CAGR returns of ITI Focused Fund - Regular Plan - Growth?
The 3 year annualized returns (CAGR) of ITI Focused Fund - Regular Plan - Growth are 17.25% as on 1 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for ITI Focused Fund - Regular Plan - Growth?
ITI Focused Fund - Regular Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.