Should I invest in ITI Large Cap Fund?

We don't give personal investment advice. ITI Large Cap Fund - Regular Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.9%. 5-year CAGR: 8.77%.

ITI

ITI Large Cap Fund - Regular Plan - Growth Option

Latest NAV

₹17.3420

As of

17 Jul 2026

1,366 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.69%	+0.64%	+0.05	9 / 17	Q3
1W	-0.13%	+0.16%	-0.29	15 / 17	Q4
2W	+0.01%	+0.18%	-0.17	12 / 17	Q3
1M	+1.33%	+1.26%	+0.07	8 / 17	Q2
3M	+1.68%	+1.32%	+0.36	6 / 17	Q2
6M	-2.52%	-2.58%	+0.05	10 / 17	Q3
YTD	-4.49%	-3.91%	-0.59	10 / 16	Q3
1Y	-3.05%	-1.88%	-1.17	12 / 16	Q3
2Y	-2.91%	-0.28%	-2.63	14 / 15	Q4
3Y	+9.23%	+9.95%	-0.71	8 / 13	Q3
4Y	+11.99%	+11.66%	+0.34	7 / 12	Q3
5Y	+8.77%	+8.66%	+0.11	8 / 10	Q4
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+10.19%	+8.27%	+1.92	12 / 17	Q3

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-4.49%	-3.91%	-0.59	10 / 16
2025	+3.49%	+5.57%	-2.08	13 / 15
2024	+13.75%	+14.73%	-0.97	6 / 13
2023	+23.69%	+22.68%	+1.01	5 / 13
2022	-0.24%	-0.52%	+0.28	6 / 10
2021	+21.06%	+22.19%	-1.12	5 / 9
2020	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+10.56%

56 windows

min -7.5% · max 41.5%

70% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+13.82%

32 windows

min 9.2% · max 19.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+9.29%

7 windows

min 8.0% · max 11.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.16%

3-year · annualised

Sharpe ratio

0.25

vs risk-free 6.5%

Sortino ratio

0.39

Downside-only deviation

Max drawdown

-18.67%

Sep 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Large Cap Fund

Scheme	Fund house	NAV	As of
quant Large Cap Fund - Growth Option - Regular Plan	Quant	₹16.1059	17 Jul 2026
Motilal Oswal Large Cap Regular Plan Growth	Motilal Oswal	₹13.7661	17 Jul 2026
Parag Parikh Large Cap Fund - Regular Plan - Growth	Parag Parikh	₹9.6699	17 Jul 2026
DSP BlackRock Top 100 Equity Fund - Regular Plan - Dividend	DSP BlackRock	₹23.5250	17 Jul 2026
BARODA BNP PARIBAS LARGE CAP Fund- Regular Plan - Growth Option	Baroda BNP Paribas	₹219.5500	17 Jul 2026
CANARA ROBECO LARGE CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹61.8100	17 Jul 2026
Axis Large Cap Fund - Regular Plan - Growth	Axis	₹60.0300	17 Jul 2026
BAJAJ FINSERV LARGE CAP FUND - REGULAR PLAN - GROWTH	Bajaj Finserv	₹10.0990	17 Jul 2026
BANK OF INDIA Large Cap Fund Regular Plan Growth	Bank of India	₹16.7100	17 Jul 2026
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Regular Plan- Growth Option	Groww	₹42.9000	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹17.3420
16 Jul 2026	₹17.2232
15 Jul 2026	₹17.2482
14 Jul 2026	₹17.1825
13 Jul 2026	₹17.3080
10 Jul 2026	₹17.3646
9 Jul 2026	₹17.1787
8 Jul 2026	₹17.0409
7 Jul 2026	₹17.4295
6 Jul 2026	₹17.4635

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of ITI Large Cap Fund - Regular Plan - Growth Option is ₹17.3420. It's a Large Cap Fund from ITI, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

ITI Large Cap Fund - Regular Plan - Growth Option has NAV history starting from 29 Dec 2020, a track record of about 5 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

ITI Large Cap Fund - Regular Plan - Growth Option is managed by ITI. It's classified by AMFI under the 'Large Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, ITI Large Cap Fund - Regular Plan - Growth Option has delivered a absolute return of -3.05% — -1.17 pp behind the Large Cap Fund category average of -1.88%. The fund ranks #12 of 16 in its category — the third (Q3) quartile.

Over the trailing 3-year window, ITI Large Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 9.23% — -0.71 pp behind the Large Cap Fund category average of 9.95%. The fund ranks #8 of 13 in its category — the third (Q3) quartile.

Over the trailing 5-year window, ITI Large Cap Fund - Regular Plan - Growth Option has delivered a CAGR of 8.77% — +0.11 pp ahead of the Large Cap Fund category average of 8.66%. The fund ranks #8 of 10 in its category — the bottom (Q4) quartile.

₹1 lakh invested in ITI Large Cap Fund - Regular Plan - Growth Option exactly 5 years ago would be worth approximately ₹152,221 today — a multiplier of 1.52×, based on the 5-year CAGR of 8.77%. The category average over the same window would have grown ₹1 lakh to ₹151,480.

A ₹10,000 monthly SIP in ITI Large Cap Fund - Regular Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹727,882 today. That's an XIRR (money-weighted annualised return) of 7.66%.

ITI Large Cap Fund - Regular Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹727,882 — XIRR 7.66%.

On a 5-year basis, ITI Large Cap Fund - Regular Plan - Growth Option ranks #8 out of 10 funds in the Large Cap Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 8.66%; this fund delivered 8.77%.

The worst peak-to-trough decline ITI Large Cap Fund - Regular Plan - Growth Option has experienced over the last 5-year window is 21.94% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, ITI Large Cap Fund - Regular Plan - Growth Option averaged 9.29% (best 11.11%, worst 8.03%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.19 — weak risk-adjusted performance.

In calendar year 2025, ITI Large Cap Fund - Regular Plan - Growth Option returned 3.49% — lagging the Large Cap Fund category average of 5.57% by 2.08 pp. It ranked #13 of 15 in its category that year.

ITI Large Cap Fund - Regular Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. ITI Large Cap Fund - Regular Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.9%. 5-year CAGR: 8.77%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.