Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
ITI Conservative Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 15th Dec
Top holdings
Treps 18-Dec-2023
52.3%
Bank Of Baroda
10.0%
Bajaj Finance Limited - NCD & Bonds
6.8%
Net Receivables / (Payables)
4.9%
HDFC Bank Ltd
2.6%
Reliance Industries Ltd
1.8%
Infosys Ltd
1.6%
ICICI Bank Ltd
1.4%
Hindalco Industries Ltd
1.4%
ITC Ltd
1.1%
Top industry exposure
Financial Services
7.7%
Technology
3.6%
Basic Materials
3.6%
Energy
2.5%
Consumer Defensive
2.2%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
The Scheme seeks to generate regular income through investments in debt &
money market instruments, along with capital appreciation through limited
exposure to equity and equity related instruments. However, there can be no
assurance that the investment objective of the scheme will be realized.