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Best Performing Sector Funds, International Funds & Arbitrage Funds

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In my previous post, I have listed the best Performing Equity Funds ( Large Cap , Midcap/ Small Cap, Diversified Funds), balanced Funds, Debt Funds & Gold Funds. Now ion this post, we are mainly looking for best performing Equity Sector Funds, International Funds as well as Arbitrage funds.

Read my postBest Mutual Funds to invest in 2014 – Top performing Mutual Funds in India

Equity Mutual Funds – Sector / Thematic

Please note that Sector Funds invest in particular sector and involves higher risk as compared to Diversified funds. Sector specific risks exist in such funds.

  Annualised Returns (in   %)  
Equity Sector Funds AUM 1 year 2 Year 3 Year 5 Year  
  (in crores)           
Franklin Build India Fund (G)  474 17.1 16.1 37.5 25 Infrastructure
L&T Infrastructure (G) 197 17.2 10.6 32.5 14.9 Infrastructure
Can Robeco Infrastructure (G) 103 14.2 10.7 29.6 14 Infrastructure
Kotak Infras. & Eco Reform -Standard 133 13.4 11 33.4 13.9  
HDFC Infrastructure Fund (G 1175 11.7 2.9 30.2 11 Infrastructure
             
SBI Pharma Fund (G) 822 0.8 15.6 28.7 26.6 Pharma
Reliance Pharma Fund (G) 1292 -2.8 9.5 25.1 21.4 Pharma
UTI Pharma & Health (G) 291 -2.8 8.6 21 19.3 Pharma
             
SBI FMCG Fund (G 202 17.8 12.6 16.6   FMCG
ICICI Pru FMCG Fund (G 232 15.9 13.4 16.6 17.8 FMCG
             
Birla SL Bank&Financial Ser -RP (G) 534 35.8 24.4 Banking
SBI Banking & Financial Services -RP 257 33.4 Banking
ICICI Pru Bkg & Fin Serv-RP(G) 766 27.8 18.5 34.2 23.8 Banking
Reliance Banking Fund (G)    1901 21.2 13.7 30.5 18.3 Banking
UTI Banking Sector (G 378 23.8 13.2 26.6 15.9 Banking
Sundaram Fin-Serv. Opp.-RP (G)  120 21.1 13.1 27 14 Banking
             
ICICI Pru Tech. Fund (G) 352 -7.2 0.4 17.2 20.8 IT
SBI IT Fund (G) 67 -1.3 2.3 14.4   IT
Birla SL New Millennium (G)  70 -0.7 3.4 14.4 16.1 IT
DSP-BR Technology.Com -RP (G)  58 -4.1 1.4 13.1 13.2 IT
             
UTI Transport & Logistics (G 599 14.5 15.3 48.7 30.5 Transportation
Reliance Media & Entertain (G)  78 18.1 11 21 18.9 Media
Can Robeco FORCE – RP (G) 99 17.3 15.6 25.9 18.2 Finance, Retail & Entertainment
As on 15-Sep-2016 Complied by Wealth18.com

Equity Mutual Funds – International

Please note that International Funds invest in International markets and involves higher risk as compared to Diversified funds. Such funds also carries Exchange Risk.  You should avoid investing in International Funds.

International Funds AUM  1 year 2 Year 3 Year 5 Year
     (Rs Crores)
           
Motilal MOSt Shares NASDAQ 100 ETF 65 9.7 12.3 15.9 24.3
Birla SL Intl. Equity – A (G)  54 -6.4 -1 0.3 11.6
ICICI Pru US Bluechip Equity (G)  159 8.4 5.5 7.4  
Franklin Asian Equity Fund (G) 97 19.3 4.6 5.8 11.3
JPMorgan Greater China Eqty 53 10.1 4.7 5.2 13.8
           
As on 15-Sep-2016   Complied by Wealth18.com

Equity Mutual Funds – Arbitrage Funds

Also ReadShould you Invest in Arbitrage Funds ?

Such funds exploit differences between spot market & derivatives market. These funds enjoy tax benefit of Equity funds wile giving returns similar to Interest rates.

Arbitrage Funds AUM 1 Yr 2 Yr 3 Yr 5 Yr
 (in crores)        
           
ICICI Pru Blended Plan – B (G 303 10.9 10.1 10.2 9.2
ICICI Pru Eqty-Arbitrage-Direct (G) 1285 7.1 7.8 8.5  
HDFC Arbitrage Fund – WP – DP (G) 128 7 7.5    
JM Arbitrage Advantage -Direct (G) 1733 7 7.6 8.3  
Kotak Equity Arbitrage – Direct (G) 962 6.9 7.8 8.7  
           
As on 15-Sep-2016   Complied by Wealth18.com

Note that if you invest in DIRECT plan for above funds, you will get higher returns approx 0.5%

Please see my other posts on

If you have any queries related to this article or any other personal finance query ( Investment, Taxation etc), please comment below

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About wealth18

The author is a Chartered Accountant and loves to write about Personal Finance, Wealth Management, Taxation etc. Disclaimer - The articles on this website is for informational and knowledge purposes and should not be treated as financial advice, Please consult your financial advisor before taking any investment decision.

4 comments

  1. i have to invest 250000 in mf for 10 years. which is best fund for me.

    • It is better to invest in MF systematically on a monthly basis . It helps to average the cost.

      You can consider investing in following Mutual funds

      UTI Equity Fund (G)
      ICICI Pru Focused Bluechip Eqty (G)

      Birla Sun Life MNC Fund (G)
      SBI Small & Midcap Fund (G)
      Can Robeco Emerg-Equities (G)

      UTI MNC Fund (G)
      Reliance Equity Oppor – RP (G)

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