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Large & Mid Cap · Equity

ITI Large & Mid Cap Fund

ITI Mutual Fund
Benchmark
Nifty LargeMidcap 250 TRI
Riskometer
Very High
Size
₹684 cr
Allotted
Not on record
Holdings as of
Not on record

ITI Large & Mid Cap Fund is a large & mid cap fund of ITI Mutual Fund with ₹684 cr under management. It is ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods. Its direct plan charges 1.06% a year. Alok Ranjan has managed it for 1.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has ITI Large & Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty LargeMidcap 250 TRI, in 1 of 1 periods in AMFI's figures; +1.38% over the last year against −3.11%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (Nifty LargeMidcap 250 TRI) in 1 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +1.38%−0.26%−3.11% +4.49 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Large & Mid Cap funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does ITI Large & Mid Cap Fund cost?

1.06% a year on the direct plan, 2.65% on the regular plan; 17 of 36 funds in its category charge less.

Direct plan
1.06% a year
Category median 1.07%
Regular plan
2.65% a year
Category median 2.29%
Gap
1.59 points
for the same holdings
17 of 36 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Equity Scheme - Large & Mid Cap Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages ITI Large & Mid Cap Fund?

Alok Ranjan, since 4 Nov 2024; Nilay Dalal, since 4 Nov 2024.

Alok Ranjan
1.9 years
since 4 Nov 2024
Nilay Dalal
1.9 years
since 4 Nov 2024
Benchmark as filedNIFTY LARGE - MIDCAP 250 Index (TRI)
Exit load
0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units. Nil, if redeemed or switched out after completion of 3 months from the date of allotment of units.
From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026

What does ITI Large & Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages ITI Large & Mid Cap Fund?

Alok Ranjan (manager) since 4 Nov 2024; Nilay Dalal (manager) since 4 Nov 2024.

What is the expense ratio of ITI Large & Mid Cap Fund?

1.06% a year on the direct plan and 2.65% on the regular plan (expense report, Oct 2026).

Inside the app

See ITI Large & Mid Cap Fund beside your own funds in Valarth

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ITI Large & Mid Cap Fund in the app: beside your own funds, with what you own through them

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