Best Top Performing Sector or Thematic Equity funds – 2018

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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 follows for investment in 2018

 

  Annualised Returns (in   %)  
Equity Sector Funds 1 year 3 Year 5 Year 10 Year  
           
           
Kotak Infrastructure and Economic Reform 0.27% 10.35% 20.81% 11.01% Infrastructure
Taurus Infrastrucutre 14.48% 11.93% 20.37% 10.02% Infrastructure
Franklin India Build 5.3% 12.46% 27.07% Infrastructure
Invesco India Infrstructure 7.63% 9.04% 22.36% Infrastructure
L&T Infrastructure 6.62% 15.56% 25.10% Infrastructure
           
SBI Healthcare Opportunities  -6.10% -5.17% 13.15% 14% Pharma
Reliance Pharma Fund – Direct (G) 13.8% 3.52% 15.6% 20.06% Pharma
UTI Healthcare Fund 1.42% -2.82% 11.03% 13.37% Pharma
Tata India Pharma & HealthCare  2.13% Pharma
           
SBI Consumption Opportunities 18.81% 18.54% 17.10% 22.82% FMCG
ICICI Pru FMCG Fund – Direct (G) 9.68% 13.07% 14.49% 17.17% FMCG
           
Reliance Banking Fund 6.84% 15.34% 20.17% 19.03% Banking
UTI Banking and Financial Services 12.59% 14.47% 18.95% 17.27% Banking
Invesco India Financial Services 11.81% 18.36% 21.83% Banking
SBI Banking and Financial Services 17.61% 20.91% Banking
Aditya Birla SL Banking & Financial 10.64% 20.89% Banking
 
           
Tata Digital India Fund 49.55% IT
ABSL Digital India Fund 38.75% 14.7% 22.6% 10.83% IT
ICICI Prudential Technology Fund 37.01% 12.33% 23.53% 15.87% IT
 SBI Technology Opportunities fund 36.73% 11.3% 21.45% 12.34%  IT
UTI Transport&Logistics -Direct (G) 7.12%% 14.14% 32.8% Transportation
           
As on 20th June 2018 Complied by Wealth18.com  

 

 

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

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