ITI Large Cap Fund NFO

ITI Mutual Fund has announced the launch of ITI Large Cap Fund. The scheme would be investing in equity and equity-related securities of large-cap companies based on market capitalization.

The New Fund Offer (NFO) starts from 04th December 2020 and will end on 18th December 2020.

Investment Objective

The investment objective of the scheme is to invest in Equity and equity-related securities of large-cap companies based on the market capitalization to generate long-term capital growth.

Why Large Cap Companies?

Large-cap companies are among the top 100 large-cap stocks based on market capitalization as per AMFI classification.
They are the market leaders in their respective sectors.
They have stable and good business models and have an attractive track record.
Large-cap companies have the ability to stand in economic downturns and carry good growth prospects.

Features

The Fund will be investing 80-100% of its assets in equity and equity-related securities of the large-cap companies based on the market capitalization.
The Fund will only invest in a maximum of 40 stocks.
The Fund aims to invest in good and renowned companies, which everyone understands as well.

Why invest in ITI Large Cap Fund?

Reasons to invest in ITI Large Cap Fund:

The fund aims to build a diversified and superior quality portfolio by investing in equity and equity-related securities of large-cap companies.
The fund will invest in sectors which are core to the economy.
Investments will be done in the companies which can attract global investments.
The fund will invest in companies which meet the SQL investment philosophy.

Who Should Invest?

This scheme is suitable for investors who are -

Interested in long term capital growth.
Interested in investing in an equity scheme which invests in equity and equity-related securities of large-cap companies in the market.
Recommended for investors with an investment horizon of 5+ years.

Asset Allocation Pattern-

Instruments	Minimum % of total assets (Indicative)	Maximum % of total assets (Indicative)	Risk Profile
Equity and equity related securities of large cap companies.	80	100	High
Equity and equity related securities of other companies.	0	20	High
Debt and money market instruments	0	20	Low to Moderate
Units that are issued by REITs and INVITs	0	10	Moderate to High

About the scheme-

Name of the fund	ITI Large Cap Fund
Fund launched by	ITI Mutual Fund
Asset Management Company	ITI Asset Management Limited
Type of scheme	An open-ended equity scheme investing in stocks of large cap companies.
Investment Objective	The investment objective of the scheme is to generate long term capital growth through investments in equity & equity related securities of large cap companies.
Benchmark	NIFTY 100 TRI
Entry Load	Not Applicable
Exit Load	1% of applicable NAV - If units are redeemed or switched out within 12 months. Nil - If units are redeemed or switched out after 12 months.
Minimum Application Amount	₹ 5,000 & in multiple of ₹ 1 thereafter
Minimum Additional Amount	₹ 1,000 & in multiple of ₹ 1 thereafter
STP & SWP	Available
Plans Available	Regular Direct
Options	Growth Dividend Payout Dividend Reinvestment
Fund Managers	Mr. George Heber Joseph and Mr. Pradeep Gokhale

SIP Details

Type	Minimum Installments	Minimum Amount
Weekly SIP	1 month	Rs.500 & in multiple of Rs.1 thereafter
Monthly SIP	12	Rs.500 & in multiple of Rs.1 thereafter
Monthly SIP	6	Rs.1,000 & in multiple of Rs.1 thereafter
Quarterly SIP	12	Rs.500 & in multiple of Rs.1 thereafter
Quarterly SIP	6	Rs. 1,000 & in multiple of Rs.1 thereafter