Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published
NAV history for this scheme.
Risk
Volatility
Sharpe
Sortino
Beta
Alpha
Max fall
R²
This scheme
—
—
—
—
—
-4.4%
—
Nifty 500 benchmark
15.2%
0.39
0.58
—
—
-37.3%
—
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the
— months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
Windows
Worst
Median
Best
Periods that lost money
0
—
—
—
—
Every one-year holding period in this scheme's history, not just the last one — the
spread a real investor would have met depending only on when they started.
ITI Business Cycle Fund
Regular Plan · IDCW Option
Allocation
By asset
Equity
91.32%
Cash & Equivalents
8.68%
By market cap
Large Cap
30.01%
Mid Cap
23.44%
Small Cap
27.98%
Unclassified
9.89%
Concentration
Number of stocks
71
Top 5 stocks
16.44%
Top 10 stocks
25.37%
Top 20 stocks
38.95%
Lines in the filing
73
Largest holding
6.03%
Largest sector
Banks 14.10%
Effective stocks
64.1
Sectors held
30
Cash
8.68%
Effective stocks is what the concentration works out to: a fund holding
71 names but most of its money in a few
behaves like a fund of 64. Cash includes repo and TREPS, which
every fund parks money in overnight.
Sector split
Banks
14.10%
Pharmaceuticals & Biotechnology
12.62%
Cash & Equivalents
8.68%
IT - Services
6.03%
Industrial Products
4.48%
Healthcare Services
4.33%
Chemicals & Petrochemicals
4.31%
Automobiles
3.53%
Finance
3.48%
Retailing
3.21%
Consumer Durables
3.10%
Commercial Services & Supplies
2.88%
Non - Ferrous Metals
2.81%
Financial Technology (Fintech)
2.80%
Industrial Manufacturing
2.45%
Agricultural Food & other Products
2.23%
Insurance
2.01%
Petroleum Products
1.93%
Capital Markets
1.93%
Cement & Cement Products
1.41%
ITI Business Cycle Fund
Regular Plan · IDCW Option · holdings
Top 30 holdings
#
Company
Sector
Shares held
Value ₹ cr
% of fund
1
ESDS Software Solution Ltd
IT - Services
46,614
7
6.03%
2
TREPS 01-Oct-2026
Unclassified
—
6
5.27%
3
HDFC Bank Limited
Banks
63,068
4
3.83%
4
Net Receivables / (Payables)
Unclassified
—
4
3.41%
5
ICICI Bank Limited
Banks
20,909
3
2.37%
6
Eternal Limited
Retailing
79,719
3
2.19%
7
Manipal Payment and Identity Solutions Ltd
Financial Technology (Fintech)
57,508
2
2.02%
8
HDFC Life Insurance Company Limited
Insurance
44,971
2
2.01%
9
Reliance Industries Limited
Petroleum Products
18,934
2
1.93%
10
Bajaj Auto Limited
Automobiles
1,819
2
1.70%
11
Titan Company Limited
Consumer Durables
4,317
2
1.70%
12
Laurus Labs Limited
Pharmaceuticals & Biotechnology
9,375
2
1.59%
13
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1,939
2
1.54%
14
Grasim Industries Limited
Cement & Cement Products
5,359
2
1.41%
15
LG Electronics India Ltd
Consumer Durables
9,497
2
1.40%
16
AU Small Finance Bank Limited
Banks
16,013
2
1.39%
17
Multi Commodity Exchange of India Limited
Capital Markets
4,740
2
1.34%
18
Ajanta Pharma Limited
Pharmaceuticals & Biotechnology
4,251
2
1.32%
19
Bajaj Finance Limited
Finance
15,909
2
1.31%
20
Apollo Hospitals Enterprise Limited
Healthcare Services
1,856
2
1.30%
21
Kirloskar Oil Engines Limited
Industrial Products
6,509
2
1.29%
22
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
72,136
1
1.28%
23
Ramkrishna Forgings Limited
Auto Components
21,291
2
1.28%
24
TVS Motor Company Limited
Automobiles
3,567
1
1.26%
25
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
8,694
1
1.25%
26
Indo-MIM Limited
Industrial Manufacturing
11,746
1
1.25%
27
Kalpataru Projects International Limited
Construction
10,598
1
1.25%
28
Hindalco Industries Limited
Non - Ferrous Metals
15,309
1
1.24%
29
Redington Limited
Commercial Services & Supplies
35,176
1
1.23%
30
Poonawalla Fincorp Limited
Finance
32,043
1
1.22%
ITI Business Cycle Fund
Regular Plan · IDCW Option · where the money sits
Not investment advice. InvestVerdict is not a SEBI-registered Investment
Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the
portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past
returns do not predict future ones. Generated 30 Oct 2026.
