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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)  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  

 

 

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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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