ITI Business Cycle Fund – Reg (G)
NFO Period: February 13, 2026 – February 27, 2026
ITI Business Cycle Fund – Reg (G) is a thematic equity scheme designed to capitalize on economic shifts by dynamically rotating between sectors. By identifying leaders in recovery, boom, and slowdown phases, the fund aims for superior risk-adjusted returns over the long term.
| Fund Name | ITI Business Cycle Fund – Reg (G) |
|---|---|
| Benchmark | Nifty 500 TRI Index |
| Min. Investment | Rs. 5000/- |
| Investment Style | Dynamic Sector Allocation |
Investment Strategy
The scheme employs a business cycle approach to identify economic trends and allocate assets to sectors poised for growth. It moves across defensive and aggressive sectors based on leading economic indicators and corporate profitability cycles.
Who Should Invest
- Investors seeking long-term capital growth.
- Investors comfortable with thematic equity risk.
- Those looking for dynamic sector rotation.
Who Should Avoid
- Short-term investors (less than 5 years).
- Risk-averse individuals looking for capital safety.
- Investors seeking fixed regular income.
Portfolio & Benchmark Context
The fund benchmarks its performance against the Nifty 500 TRI Index. Below are the top constituents and comparative metrics of the benchmark as of Dec 31, 2025.
| Top 10 Holdings (Nifty 500 TRI) | Weight (%) |
|---|---|
| HDFC Bank Ltd. | 7.2% |
| Reliance Industries Ltd. | 6.8% |
| ICICI Bank Ltd. | 5.5% |
| Infosys Ltd. | 4.1% |
| Larsen & Toubro Ltd. | 3.2% |
| ITC Ltd. | 2.9% |
| TCS Ltd. | 2.7% |
| Axis Bank Ltd. | 2.4% |
| State Bank of India | 2.1% |
| Bharti Airtel Ltd. | 1.9% |
Source: NSE Indices & Fund Factsheet – Data as of Dec 31, 2025
Benchmark Return Analysis
| Period | Nifty 500 TRI | Nifty 50 TRI |
|---|---|---|
| 1 Year | 24.5% | 21.2% |
| 3 Year (CAGR) | 18.2% | 16.5% |
| 5 Year (CAGR) | 16.8% | 15.1% |
| 10 Year (CAGR) | 14.9% | 13.8% |
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Frequently Asked Questions
What is the investment objective of ITI Business Cycle Fund – Reg (G)?
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.
What is the minimum investment for ITI Business Cycle Fund – Reg (G)?
Investors can start with a minimum investment of Rs. 5000/- and in multiples of Re. 1/- thereafter for the NFO period.
When does the NFO for ITI Business Cycle Fund – Reg (G) open and close?
The New Fund Offer opens on February 13, 2026, and closes on February 27, 2026.
Which benchmark does ITI Business Cycle Fund – Reg (G) follow?
The fund performance is benchmarked against the Nifty 500 TRI Index, which provides a broad representation of the Indian equity market.
Is there a lock-in period for ITI Business Cycle Fund – Reg (G)?
No, ITI Business Cycle Fund – Reg (G) is an open-ended equity scheme, meaning units can be redeemed at NAV-related prices on any business day after the NFO, subject to applicable exit loads.
Sushil Bajaj 
+91 931-5120-004
