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ITI Mutual Fund

ITI Dynamic Term Fund

ITI Mutual Fund · Direct plan · Growth

3-year returns
6.2%
a year
NAV
₹13.46
▼ 0.01% · 18 Sept 2026
Fund size
₹26 Cr
Expense ratio
0.28%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹12.75 and has returned 5.07% a year over 3 years.

Returns, and where it stands

Against the average dynamic bond fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year3.1%4.6%behind18 of 22
3 years6.2%6.9%behind19 of 22
5 years5.8%6.2%behind15 of 20
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.6%-0.7%
3 months0%-0.2%
6 months0.7%0.2%
1 year3.1%2.1%
2 yearsp.a.4.4%3.3%
3 yearsp.a.6.2%5.1%
5 yearsp.a.5.8%4.7%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Jul 2021.

Plan

NAV history

▲ 3.11% in the last 1Y

13.113.313.618 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹12,860
XIRR (per year)
4.55%
Value today
₹1,92,860

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
2% a year
about the same as the dynamic bond fund average
Worst fall so far
−1.8%
May 2025 to Aug 2025, against −3.7% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
6.2% to 8.5%
A year, at worst and at best. Typically 7.2%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
14 Jul 2021
Expense ratio
0.28%
as of 31 Jul 2026

Managed by Laukik Bagwe

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

ITI Dynamic Term Fund against other funds in the Dynamic Bond Fund category
Fund1Y3Y5YExpenseFund size
360 ONE Dynamic Term Fund5.71%8.05%6.82%0.34%₹559 Cr
Kotak Dynamic Term Fund6.28%7.83%6.61%0.61%₹2,342 Cr
Aditya Birla Sun Life Dynamic Term Fund5.8%7.65%7.22%0.55%₹1,422 Cr
ICICI Prudential Dynamic Term Fund5.51%7.63%6.99%0.63%₹13,163 Cr
BANDHAN Dynamic Term Fund7.19%7.59%6.15%0.79%₹1,944 Cr
Mahindra Manulife Dynamic Term Fund5.14%7.46%5.96%0.38%₹49 Cr
ITI Dynamic Term Fund3.11%6.16%5.8%0.28%₹26 Cr

About ITI Dynamic Term Fund

ITI Dynamic Term Fund is a dynamic bond fund managed by ITI Mutual Fund. Debt funds that change their portfolio duration freely based on the fund manager’s view on interest rates.

The investment objective of the Scheme is to maximize returns through an active management of a portfolio comprising of debt and money market instruments. However, there can be no assurance or guarantee that the investment objective of the scheme would be achieved.

The scheme's stated objective, as published by ITI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹13.4571149029
DirectAnnually IDCW Option₹13.456149030
DirectHalf Yearly IDCW Option₹11.1866149028
DirectMonthly IDCW Option₹10.0754149023
DirectQuarterly IDCW Option₹13.4855149025
RegularGrowth Option₹12.7451149021
RegularAnnually IDCW Option₹12.7462149027
RegularHalf Yearly IDCW Option₹12.7497149026
RegularMonthly IDCW Option₹9.9389149022
RegularQuarterly IDCW Option₹12.7486149024

Frequently asked questions

What is the NAV of ITI Dynamic Term Fund today?

The NAV of ITI Dynamic Term Fund (Direct plan, Growth) is ₹13.4571 and the Regular plan NAV is ₹12.7451, as of 18 Sept 2026.

What returns has ITI Dynamic Term Fund given?

Over the last year the Direct plan returned 3.11%, and 6.16% a year over 3 years and 5.8% a year over 5 years. That places it 19 of 22 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of ITI Dynamic Term Fund?

The Direct plan charges 0.28% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in ITI Dynamic Term Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹5,000 or more.

How much has ITI Dynamic Term Fund fallen in the past?

Its deepest fall was 1.8% from 28 May 2025 to 26 Aug 2025. Of every one-year stretch in its history, 100% ended in a gain.

Which category does ITI Dynamic Term Fund belong to?

It is a Dynamic Bond Fund from ITI Mutual Fund. Debt funds that change their portfolio duration freely based on the fund manager’s view on interest rates.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from ITI Dynamic Term Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.