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ITI Mutual Fund Adapts Strategy, Focuses on SIFs Amidst Sector Opportunities

ITI Mutual Fund is evolving its strategy to capitalize on sectoral shifts. Its focus on SIFs and disciplined approach to investing aims to help new investors build wealth through SIPs.

In the center of the image we can see wallets placed on the table.
In the center of the image we can see wallets placed on the table.

ITI Mutual Fund Adapts Strategy, Focuses on SIFs Amidst Sector Opportunities

ITI Mutual Fund is adapting its investment strategy due to regulatory and structural reforms, with the specialized investment fund (SIF) category being a notable focus. The fund encourages investors to view Systematic Investment Plans (SIPs) as a disciplined wealth-building tool, especially for new investors seeking a balanced entry point through diversified equity funds or hybrid categories.

Several sectors are at an inflection point, presenting opportunities for investors. These include defence, manufacturing, renewable energy, digital infrastructure, financial services, healthcare, and logistics. ITI Mutual Fund's investment process aligns with these changes, being forward-looking, disciplined, and resilient. It selects SIFs based on qualitative and quantitative criteria, including product choice and language preferences, to implement asset allocation effectively.

The fund's managers follow a CLEAR philosophy for investing: consistency, long-term orientation, evaluation of quality, active risk management, and responsible investing. Despite equity markets trading above long-term valuation averages, India's structural growth story provides a strong foundation for a constructive medium to long-term view. ITI Mutual Fund focuses on quality companies and sectors benefiting from domestic demand.

For new investors, considering financial goals, risk appetite, and investment horizon is crucial when selecting a Systematic Investment Plan (SIP). ITI Mutual Fund's approach, which includes a focus on SIFs and a CLEAR investment philosophy, aims to navigate the current market landscape effectively. The fund believes in the potential of active managers to create alpha, even as passive products coexist in mid- and small-cap segments.

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