ITI Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 9 September 2025 |

About ITI Mutual Fund 

ITI Mutual Fund, launched in 2018, is managed by ITI Asset Management Ltd. under the Investment Trust of India group. Guided by the SQL philosophy (Simplicity, Quality, Long-term), it offers equity, hybrid, and debt schemes. The investment team, led by George Heber Joseph, Pradeep Gokhale, and Mahendra Jajoo, focuses on disciplined research and risk-managed strategies to create long-term value for investors.

Fund Information

ITI offers a wide range of schemes across categories

Equity Fund 

Fund Name	Sub-Category
ITI Focused Fund	Flexi Cap
ITI Focused Equity Fund	Flexi Cap
ITI Small Cap Fund	Small Cap
ITI Banking & Financial Services Fund	Sectoral – Financial Services
ITI Multi-Cap Fund	Multi Cap
ITI Mid Cap Fund	Mid Cap
ITI Flexi Cap Fund	Flexi Cap
ITI Large & Mid Cap Fund	Large & Mid Cap
ITI Large Cap Fund	Large Cap
ITI ELSS Tax Saver Fund	(Tax Saver—ELSS)
ITI Value Fund	Value- Equity
ITI Pharma & Healthcare Fund	(Sector—Pharma & Healthcare)

Hybrid Fund

Fund Name	Sub-Category
ITI Conservative Hybrid Fund	Conservative Hybrid
ITI Balanced Advantage Fund	Dynamic Asset Allocation

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: sushilbajaj23@sushilbajaj

💡Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.