Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    ITI Business Cycle
  • Opening:
    13th February 2026
  • Closing:
    27th February 2026
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Rs. 5,000 and in multiples of Re.1 thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth and IDCW
  • Entry Load:
    Nil
  • Exit Road:
    0.50% if redeemed or switched out on or before completion of 3 months from the date of allotment of units
  • Thereafter:
    Nil

Fund Stats

Objective

The Investment objective of the Scheme is to generate long-term capital appreciation by investing predominantly in equity and equity related securities through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy.

  • Benchmark:

  • NIFTY 500

  • Fund Manager:

  • Nilay Dala, Alok Ranjan, Rajesh Bhatia

Asset Allocation

80-100% Equity
upto 20% Other
Comparable existing schemes
Axis Business Cycles -0.86(6M) 16.65(1Y)
Bandhan Business Cycle -3.05(6M) 12.24(1Y)

Fund Prognosis

Idea Distiller

The business cycle has been an idea that many fund houses have worked on. And this is one more in the list.

  • Fund House AAUM:

  • 1116699.15(in Lakhs)

  • Fund Manager:

  • Combined Experience of above 23 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

A difficult segment to work in and operate. Only time will tell if it makes sense or not.