Best Top Performing Sector or Thematic Equity funds for 2020

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sector-funds

When you have invested in other Equity funds, like Large, Midcap, Small cap, Multipcap 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 2020

Top performing Sector / Thematic   Funds Historical Returns
1 year 2 year 3 year 5 year
Annualised Returns (%)
Tata Banking & Financial Services 27.44% 13.62 23.77%
Taurus Banking & Financial Services 25.83% 15.29 22.36% 11.33%
SBI Banking & Financial Services 20.02% 15.81 24.14%
ICICI Pru Banking & Financial  Services 15.10% 7.55 19.31% 14.89% Banking
ABSL  Banking & Financial  Services 15.23% 6.7 19.72% 15.46%
Invesco India Financial Services 22.24% 11.36 22.90% 16.14%
DSP Healthcare 8 Pharma
Mirae Asset Healthcare 7.41
Tata India Pru Pharma & Healthcare 7.91 4.84 3.02
ABSL Pharma & Healthcare
Franklin Technology 10.56% 13.94% 15.16% 9.69% Tech
SBI Technology Opp 12.30% 18.78% 15.95% 9.38%
ABSL Digital India 10.39% 15.50% 17.18% 11.73%
Tata Digital 9.49% 20.96% 19.91%
Franklin Build India 4.39% -1.67% 11.32% 10.16% Infra
LIC MF Infra 13.73% 0.40% 12.32% 6.31%
SBI Infra 10.20% -2.77% 8.98% 8.62%
Invesco India Infra 6.46% -2.66% 11.03% 7.58%
Mirae Asset Great Consumer 9.13% 7.00% 20.61% 13.73% Consumption
ABSL India Gennext 14.15% 7.44% 17.96% 14.35%
Canara Robecco Consumer trends 12.15% 8.93% 19.36% 13.05%

Last updated 21-Dec-2019

 

SIP Returns

Top performing Sector / Thematic   Funds SIP Returns
1 year 3 year 5 year
Annualised Returns (%)
Tata Banking & Financial Services 31.02 17.84
Taurus Banking & Financial Services 33.24 19.29 17.29
SBI Banking & Financial Services 26.73 19.49
ICICI Pru Banking & Financial  Services 18.12 12.25 16.08
ABSL  Banking & Financial  Services 22.17 12.03 15.31
Invesco India Financial Services 28.59 16.95 17.95
DSP Healthcare 13.05
Mirae Asset Healthcare 12.17
Tata India Pru Pharma & Healthcare 9.14 4.95
ABSL Pharma & Healthcare
Franklin Technology 10.13% 12.86% 11.36%
SBI Technology Opp 9.09% 15.39% 12.36%
ABSL Digital India 8.06% 14.56% 13.25%
Tata Digital 5.55% 17.21%
Franklin Build India 3.49% 4.52% 8.50%
LIC MF Infra 16.60% 7.36% 7.84%
SBI Infra 9.92% 4.68% 7.31%
Invesco India Infra 7.86% 4.05% 6.93%
Mirae Asset Great Consumer 17.39% 13.05% 14.70%
ABSL India Gennext 22.09% 12.74% 13.99%
Canara Robecco Consumer trends 18.58% 12.84% 13.96%

 

Year on year returns

Top performing Sector / Thematic   Funds 2019 – YTD 2018 2017 2016 2015 2014 2013
Tata Banking & Financial Services 25.82 2.05 47.45 19.78 0.57
Taurus Banking & Financial Services 25.34 5.91 39.36 5.95 -14.85 60.36 -15.57
SBI Banking & Financial Services 20.85 11.6 42.32 17.04 -7.27
ICICI Pru Banking & Financial  Services 14.04 1.38 46.99 21.7 -6.69 69.92 -3.41
ABSL  Banking & Financial  Services 15.03 -0.76 49.51 15.87 -0.3 67.4 -0.4
Invesco India Financial Services 22.13 2.06 47.71 11.91 -0.23 58.05 -10.78
DSP Healthcare 7.64 1.33
Mirae Asset Healthcare 7.45 3.45
Tata India Pru Pharma & Healthcare 7.18 -0.87 6.36 -13.21 0.34
ABSL Pharma & Healthcare 7
Franklin Technology 12.84% 13.32% 19.77% -1.91% 4.63% 18.25% 54.24%
SBI Technology Opp 13.77% 19.68% 13.67% -2.50% 3.39% 30.61% 55.03%
ABSL Digital India 10.45% 17.22% 23.27% -2.81% 11.45% 22.41% 50.28%
Tata Digital 9.89% 27.73% 21.81% -4.32% 0.03%
Franklin Build India 4.73% -8.92% 45.09% 9.37% 3.33% 94.08% 6.44%
LIC MF Infra 13.17% -13.15% 43.90% -1.97% -5.42% 50.21% -5.02%
SBI Infra 9.96% -17.40% 42.55% 9.13% 2.88% 47.16% -14.32%
Invesco India Infra 5.64% -14.17% 50.72% 1.75% -0.87% 84.68% -4.52%
Mirae Asset Great Consumer 8.51% 2.55% 51.00% 1.84% 3.71% 42.14% 9.42%
ABSL India Gennext 13.98% -1.00% 39.40% 7.18% 6.80% 50.58% 3.86%
Canara Robecco Consumer trends 12.96% 2.42% 40.99% 2.99% 1.65% 56.22% -3.34%

 

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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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