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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)  818 18.1 17.1 17.9 25.8 Infrastructure
L&T Infrastructure (G) 592 37.5 27.7 22.5 22.1 Infrastructure
JM Basic Fund (G) 175 26.2 24.8 20.4 19.9 Infrastructure
IDFC Infrastructure – Direct (G) 91 45.6 27.3 21.5   Infrastructure
ABSL Infrastructure (G)  549 31.4 20.8 17.3 19.7 Infrastructure
ICICI Pru Infrastructure (G) 1526 22.8 12.4 10.7 14.2 Infrastructure
             
             
SBI Pharma Fund (G) 795 -12.9 -10.2 4.9 17.1 Pharma
Reliance Pharma Fund (G) 1300 -10 -8.3 3.6 14.8 Pharma
UTI Pharma & Health (G) 294 -10.7 -9.2 1.8 13.4 Pharma
Tata India Pharma & HealthCare – RP (G)  76 -11.7       Pharma
             
SBI FMCG Fund (G 275 22.1 15.7 16.3   FMCG
ICICI Pru FMCG Fund (G 291 18.7 12.6 14.8 14.9 FMCG
             
ICICI Pru Bkg & Fin Serv-RP(G)    1962 24.9 26.9 21.9 23.6 Banking
Reliance Banking Fund (G) 2679 25.2 20.3 17.5 18.5 Banking
UTI Banking Sector (G 602 22.8 21.3 16.5 16.3 Banking
ABSL Bank&Financial Ser -RP (G 1198 23.3 29 24.9   Banking
SBI Banking & Financial Services -RP (G) 391 20.9 24.8     Banking
Invesco India Banking – RP (G)  108 28.1 22.8 20.1 18.6  
             
ICICI Pru Tech. Fund (G) 215 7.4 -1 3.7 17.2 IT
Franklin India TF – (G) 139 7.5 1.7 5 14.7 IT
ABSL New Millennium (G) 62 10.2 3.2 6.9 16.4 IT
             
UTI Transport & Logistics (G) 1099 14.7 14 15.3 30.6 Transportation
Reliance Media & Entertain (G)  73 -2 6.1 8.1 12.2 Media
Can Robeco FORCE – RP (G)  140 18.6 16.5 16.9 18.5 Finance, Retail & Entertainment
Tata India Consumer Fund – Regular (G) 163 39.8        
SBI Magnum Comma Fund (G)  289 27.2 31 17.7 13.5  
             
updated on 24 Oct 2017   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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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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