Warm Greeting To Our Readers!!


“ITI Mutual Fund launches ITI Conservative Hybrid Fund. The fund is open for subscription between February 21, 2022, to March 7, 2022!!”

Read below for more details about the NFO!                

Basic Details About The New Fund Offer!!

  • Fund Name- ITI Conservative Hybrid Fund
  • Type- An open-ended hybrid fund.
  • Subscription open date- 21st February 2022
  • Subscription close date- 7th March 2022
  • Benchmark- Nifty 50 Hybrid Composite Debt 15:85 Total Return Index (1st tier benchmark)
  • Minimum Amount for Application during NFO- Rs 5000 and in multiples of Rs 1 after that.
  • Plans- Both Direct and Regular Plans are available
  • Options Available- Both Growth and Income Distribution Cum Capital Withdrawal Option (ICDW)

Investment Objective!!

The ITI Conservative Hybrid Fund is an open-ended hybrid scheme that invests predominantly in debt instruments.

The scheme seeks to generate regular income through investments in debt & money market instruments, along with capital appreciation through limited exposure to equity and equity-related instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

Exit Load And Entry Load Trends!!

The NFO neither charges any entry load nor charges any exit load.

Fund Managers Of The NFO!!

Fund managers appointed to manage the new NFO are Mr. Vikrant Mehta and Mr. Pradeep Gokhale.

Mr. Vikrant Mehta is CFA and M.S. Before joining ITI Mutual Fund, he has worked with Indiabulls AMC, Kotak Mahindra Mutual Fund, AIG India Liaison Office, NVS Brokerage Pvt. Ltd., JM Morgan Stanley Fixed Income Securities Pvt. Ltd., and Mata Securities India Pvt. Ltd.

Mr. Pradeep Gokhale is a qualified Chartered Accountant from the Institute of Chartered Accountants of India, New Delhi, and a Chartered Financial Analyst from CFA Institute – USA. Before joining ITI Asset Management Ltd., he has worked with Tata Asset Management Ltd., CARE Ratings Ltd., Bombay Dyeing, Tata International, and Lubrizol India Ltd. He has over 23 years of extensive experience in Fund Management, Equity Research, Credit Evaluation, and Ratings.

Who Should Invest In This NFO?

The product is suitable for investors who are seeking capital appreciation while generating income over the medium to long term by investing in debt and money market instruments and equity and equity-related securities.

Note: Investors should consult their financial advisers if in doubt about whether the product is suitable for them or you can also get in touch with our executives for more suggestions.

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For any kind of query, you can contact us at Shri Ashutosh Securities Pvt Ltd., we are here to help you in any way possible.

Happy Investing!

(Mutual Fund investments are subject to market risk Illustrations are for example only, there is no guarantee of returns. Past performance is not an indicator/guarantee to future returns).