Tuesday , 25 April 2017
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Best Top Performing Sector or Thematic Equity funds

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sector-funds

When you have invested in other Equity funds, like Large, Midcap, Diversified Equity funds etc, you can consider allocating some funds to any sector specific or Thematic funds.

As the name suggests, these funds invests in share of specific industry (e.g. pharma) or specific theme (i.e. infrastructure) etc.

These funds have higher risk as compared to diversified Equity funds, so you should allocate 10-15% of your Equity portfolio to such funds (depending on your risk profile)

Some of the best performing Sector / Thematic Funds are as follow s( as on 13-May-2016)

 

    Annualised Returns (in   %)  
Equity Sector Funds AUM 1 year 2 Year 3 Year 5 Year  
   (in crores)          
Franklin Build India Fund (G) 551 29.7 10.8 31.2 25.9 Infrastructure
L&T Infrastructure (G) 225 43.9 15.2 27.2 19.2 Infrastructure
Can Robeco Infrastructure (G) 110 30.9 9.8 25.3 16.7 Infrastructure
JM Basic Fund (G) 156 39.3 14.1 24.9 18 Infrastructure
UTI Infrastructure Fund (G 1423 34.5 7.8 18.8 13.2 Infrastructure
             
             
SBI Pharma Fund (G) 861 -1.1 -1.6 19.4 22.8 Pharma
Reliance Pharma Fund (G) 1397 1.4 -0.5 15.6 18.1 Pharma
UTI Pharma & Health (G) 302 2.3 -4.5 13.7 16.7 Pharma
Tata India Pharma & HealthCare – RP (G) 75 -1.4        
             
SBI FMCG Fund (G 214 21.7 10.1 16.6   FMCG
ICICI Pru FMCG Fund (G 244 19.1 7 15 15.9 FMCG
             
ICICI Pru Bkg & Fin Serv-RP(G) 1011 57 19.4 29.2 24.6 Banking
Reliance Banking Fund (G) 2058 43.8 13.8 24.2 18.9 Banking
UTI Banking Sector (G 426 40 12.5 20.9 15.3 Banking
SBI Banking & Financial Services 270 39.7 16.3     Banking
Birla SL Bank&Financial Ser 726 43.7 19.4 28.3   Banking
             
ICICI Pru Tech. Fund (G) 247 -8 -3 7.2 16.7 IT
SBI IT Fund (G) 50 -8 -5.8 6.6   IT
DSP-BR Technology.Com -RP (G) 40 -14.5 -4.7 5.2 12.5 IT
Birla SL New Millennium (G) 61 -5.5 -1.6 8 14.4 IT
             
UTI Transport & Logistics (G 763 20.6 9.7 29.9 27.9 Transportation
Reliance Media & Entertain (G) 80 24.9 13.1 18.7 18.5 Media
Can Robeco FORCE – RP (G) 107 31.4 11 23.1 18.6 Finance, Retail & Entertainment
             
As on 17-April-2017   Wealth18.com

 

 

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Please comment below if you have any queries related to sector funds. Have you invested in such funds?

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.

3 comments

  1. I want to invest monthly rs 1000 in mutual fund sip for long term which fund will be better

  2. Thanks for the information.

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