Best Top Performing Sector or Thematic Equity funds – 2019

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 2019

 

1 year 3 year 5 year 10 year Theme
Annualised Returns (%)
SBI Banking & Financial Services Fund – Direct Plan 3.07% 24.91%
ICICI Prudential Banking and Financial Services Fund -6.69% 23.20% 23.36% 23.85% Financial Services
Reliance Banking Fund -6.65% 19.39% 20.14% 21.89% Financial Services
Aditya Birla Sun Life Banking & Financial Services Fund -8.53% 21.06% 23.07% Financial Services
Taurus Infrastructure Fund – Regular Plan -15.98% 13.50% 16.86% 16.13% Infrastructure
Kotak Infrastructure and Economic Reform Fund – Standard Plan -22.41% 9.80% 18.13% 15.69% Infrastructure
Franklin Build India Fund – Direct Plan -12.50% 15.36% 23.94% Infrastructure
L&T Infrastructure Fund – Direct Plan -21.80% 15.29% 21.25% Infrastructure
Reliance Pharma Fund 3.01% 3.38% 12.42% 24.13% Pharma
SBI Healthcare Opportunities -8.18% -4.85% 9.10% 21.30% Pharma
UTI Healthcare Fund -7.63% -2.02% 7.15% 17.17% Pharma
Tata India Pharma & HealthCare Fund – Direct Plan -1.59% -1.99% Pharma
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ICICI Prudential Technology Fund 13.24% 13.47% 12.60% 25.91% Technology
SBI Technology Opportunities Fund 10.77% 11.75% 11.11% 23.21% Technology
Aditya Birla Sun Life Digital India Fund 6.98% 14.25% 13.56% Technology
Tata Digital India Fund – Direct Plan 17.12% 15.48% Technology
Franklin India Technology Fund – Direct Plan 8.45% 12.48% 10.21% Technology
UTI Transportation and Logistics Fund – -25.29% 5.51% 18.93% 25.65% Other – Thematic
ICICI Prudential FMCG Fund 3.12% 15.48% 14.89% 22.24% Other – Thematic
ICICI Prudential Exports and Services Fund -12.23% 5.76% 13.74% 21.09% Other – Thematic
SBI Consumption Opportunities Fund (Erstwhile SBI FMCG) -8.01% 16.76% 15.68% 24.94% Consumption
Aditya Birla Sun Life India GenNext Fund -4.16% 15.93% 18.96% 21.30% Consumption
Sundaram Rural and Consumption Fund – Regular Plan (Erstwhile Sundaram Rural India Reg) -10.91% 16.32% 18.66% 18.78% Consumption
Canara Robeco Consumer Trends Fund – Direct Plan (Erstwhile Canara Robeco FORCE) -0.41% 18.25% 20.18% Consumption
Tata India Consumer Fund – Direct Plan -6.07% 22.23% Consumption
Mirae Asset Great Consumer Fund – Direct Plan -2.14% 19.91% 19.44% Consumption
UTI MNC Fund -2.88% 11.53% 19.54% 22.58% MNC
SBI Magnum Global Fund -10.49% 9.73% 17.11% 23.55%] MNC
Aditya Birla Sun Life MNC Fund -5.58% 10.06% 21.13% 24.77% MNC
DSP Natural Resources and New Energy Fund – Direct Plan -18.49% 20.87% 20.67% Energy
Tata Resources & Energy Fund – Direct Plan -17.20% 12.63% Energy
Invesco India PSU Equity Fund -18.09% 8.24% 14.06% PSU
SBI PSU Fund -26.40% 4.03% 6.04% PSU
Templeton India Equity Income Fund -12.42% 13.35% 13.34% 18.51% Dividend Yield
Principal Dividend Yield Fund -9.51% 16.59% 15.77% 16.77% Dividend Yield
UTI Dividend Yield Fund – Direct Plan -4.77% 13.97% 13.53% Dividend Yield

 

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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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5 Replies to “Best Top Performing Sector or Thematic Equity funds – 2019”

  1. I want to invest monthly rs 1000 in mutual fund sip for long term which fund will be better

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