Saturday , 24 March 2018
Home » Mutual Funds » Best Top Performing Sector or Thematic Equity funds – 2018

Best Top Performing Sector or Thematic Equity funds – 2018

3,425 views

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 2 Year 3 Year 5 Year  
           
           
Franklin Build India – Direct (G) 37 32.4 16.1 27.8 Infrastructure
L&T Infrastructure -Direct (G) 48.8 40 22.5   Infrastructure
JM Basic Fund -Direct (G) 32.3 35.7 18.4 20.7 Infrastructure
IDFC Infrastructure – Direct (G) 46.3 39.8 20.5 19.2 Infrastructure
Reliance Diver. Power -Direct (G) 49.2 36.1 17.7 17.5 Infrastructure
CICI Pru Infrastructure-Direct (G) 34.4 28.7 10.9 16.2 Infrastructure
           
           
SBI Pharma Fund – Direct (G)  1.2 -2 3.3 18.6 Pharma
Reliance Pharma Fund – Direct (G) 12.4 4.5 5.3 18.1 Pharma
UTI Pharma & Health – Direct (G)  6.5 1.8 2 15.5 Pharma
Tata India Pharma & HealthCare – RP (G)  4.5 -3.8     Pharma
           
SBI FMCG Fund – Direct (G) 50.8 32.7 19.7 21 FMCG
ICICI Pru FMCG Fund – Direct (G) 30.2 23.1 13.1 17.4 FMCG
           
UTI Banking Sector – Direct (G) 40.2 37.5 13.9 17.1 Banking
ICICI Pru Bkg & Fin Serv-RP(G) 38.9 41.5 17.4 22.6 Banking
Reliance Banking Fund – Direct (G) 39.8 36.1 13.9 18.7 Banking
ABSL Bank&Financial Ser -RP (G) 37.4 37.9 17.8   Banking
SBI Banking & Financial Services -DP (G) 39.1 37.5     Banking
Invesco India Banking – Dir (G) 45 36.6 17    
           
ICICI Pru Technology – Direct (G) 36.2 14.5 7.8 20.5 IT
ABSL New Millennium-Direct (G) 40.4 18.1 11.9 20.2 IT
SBI IT Fund – Direct (G) 30.3 13 6.4 18.2 IT
           
UTI Transport&Logistics -Direct (G) 29.3 26.9 14.6 32.6 Transportation
Can Robeco FORCE – RP (G 33.6 27.5 12.8 18.4 Finance, Retail & Entertainment
Reliance Media & Enter. -Direct (G) 19.4 15 9.3 13.1 Media
Tata India Consumer Fund – Regular (G) 59.9 37      
SBI Magnum Comma Fund – Direct (G) 30.8 41.4 20.9 16.3  
           
As on 26-Jan-2018 Complied by Wealth18.com  

 

 

Please see my other posts on

 

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

http://wealth18.com/

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.

Leave a Reply

Your email address will not be published. Required fields are marked *

*

6000 + Subscribers – Subscribe to our New Posts

Copy Protected by Chetan's WP-Copyprotect.