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ITI Long Term Equity Fund - Direct Plan
Open for subscription  |  Invest Online

Basic Details
Fund House: ITI Mutual Fund
Issue Open: Jul 15, 2019
Issue Close: Oct 14, 2019
Category: Equity: ELSS
Plans: Growth, Dividend
Benchmark: NIFTY 500 TRI
Type: Open-ended
Investment Details
Riskometer: Moderately High
Minimum Investment (R) 500
Minimum Addl Investment (R) 500
Minimum SIP Investment (R) 500
Minimum Installments 12
Minimum SWP Withdrawal (R) 500
Exit Load (%) 0
Investment Objective

The Scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities.

Fund Managers
+ George Heber Joseph since Jul 2019
  • Education: Mr. Joseph has done B.Com, B.A.(English language & literature), associate member of Chartered Accountants of India and associate member of Cost and Management Accountants of India.
  • Experience: Prior to joining ITI Mutual Fund he has worked with ICICI Pru AMC, DSP Merill Lych Ltd. as Senior Specialist - Equity & Treasury Business process study (May 2007 - Feb 2008), Wipro Technologies as Sr. Business Analyst - Securities and Capital market domain (May 2006- May 2007), MetLife Insurance Co. as Deputy Manager - Investments (Jan 2005 - May 2006) , Cholamandalam Fin Co. Ltd. (June 2004 - Jan 2005) and with Tanfac Ind. Ltd. (Sep 2003 - June 2004).
  • Funds Managed:
  • ITI Liquid Fund - Regular Plan - since Apr 2019
  • ITI Multi Cap Fund - Regular Plan - since Apr 2019
  • ITI Long Term Equity Fund - Regular Plan - since Jul 2019
  • ITI Arbitrage Fund - Regular Plan - since Aug 2019
+ Pradeep Gokhale since Jul 2019
Contact Information

AMC: ITI Asset Management Ltd.

Address: Naman Midtown 'A' - Wing, 21st Floor, Senapati Bapat Marg, Prabhadevi Mumbai - 400013 | Phone: 1800-266-9603 / 022-6621 4999

Email: [email protected]

Website: http://www.itimf.com



Registrar & Transfer Agent: Karvy Fintech Pvt Ltd.

Address: Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, Hyderabad - 500034 | Phone: 040-23312454

Email: [email protected]

Website: www.karvymfs.com