Sectoral/Thematic : These mutual funds invest in stocks selected from particular sector or fits in specific theme.
Types of Sectorial or Thematic Funds are:
1) Infrastructure Funds
2) Consumer Funds
3) Technology Funds
4) Business Cycle Funds
5) Ethical Funds
6) MNC Funds
7) Quant Funds
8) Pharma & Healthcare Funds
9) ESG Funds
10) Banking & Financial Funds
11) Energy Funds
12) PSU Funds
13) Global Funds,
14) ESG, etc.
See below the performance of Sectorial / Thematic MF Schemes on Yearly basis:
|
Scheme Name |
2020 |
2019 |
2018 |
2017 |
2016 |
2015 |
2014 |
2013 |
2012 |
2011 |
2010 |
|
Invesco
India Infrastructure Fund |
16% |
6% |
-16% |
48% |
- |
-3% |
82% |
-5% |
22% |
-29% |
9% |
|
DSP
Natural Resources and New Energy Fund |
11% |
4% |
-15% |
43% |
43% |
-2% |
47% |
-6% |
11% |
-23% |
19% |
|
BOI AXA
Manufacturing & Infrastructure Fund |
27% |
1% |
-23% |
56% |
0% |
0% |
54% |
-8% |
16% |
-32% |
6% |
|
Sundaram
Rural and Consumption Fund |
13% |
3% |
-7% |
39% |
21% |
6% |
47% |
-2% |
34% |
-23% |
21% |
|
SBI
Infrastructure Fund |
8% |
10% |
-18% |
42% |
9% |
2% |
46% |
-13% |
19% |
-33% |
2% |
|
Aditya
Birla Sun Life Digital India Fund |
59% |
10% |
16% |
22% |
-3% |
11% |
21% |
49% |
4% |
-22% |
17% |
|
Aditya
Birla Sun Life India GenNext Fund |
14% |
15% |
-1% |
39% |
7% |
7% |
51% |
4% |
46% |
-14% |
28% |
|
Tata
Infrastructure Fund |
11% |
2% |
-15% |
42% |
5% |
0% |
63% |
-13% |
27% |
-35% |
9% |
|
Canara
Robeco Infrastructure |
8% |
2% |
-19% |
40% |
1% |
6% |
68% |
-10% |
23% |
-20% |
12% |
|
LIC MF
Infrastructure Fund |
0% |
13% |
-14% |
42% |
-3% |
-6% |
49% |
-4% |
27% |
-35% |
8% |
|
L&T
Business Cycles Fund |
9% |
5% |
-17% |
46% |
2% |
3% |
15% |
- |
- |
- |
- |
|
Franklin
India Opportunities Fund |
27% |
5% |
-10% |
36% |
4% |
2% |
58% |
1% |
28% |
-23% |
15% |
|
ICICI
Prudential Technology Fund |
69% |
3% |
20% |
20% |
-4% |
3% |
26% |
62% |
17% |
-19% |
44% |
|
Kotak
Infrastructure and Economic Reform Fund |
3% |
3% |
-20% |
45% |
9% |
0% |
81% |
-7% |
19% |
-22% |
10% |
|
Nippon
India Power & Infra Fund |
11% |
-4% |
-21% |
62% |
-1% |
0% |
50% |
-16% |
29% |
-45% |
5% |
|
Aditya
Birla Sun Life Infrastructure Fund |
12% |
-5% |
-22% |
53% |
1% |
-2% |
67% |
-4% |
35% |
-35% |
10% |
|
Tata
Ethical Fund |
26% |
3% |
-6% |
36% |
-6% |
7% |
42% |
16% |
26% |
-17% |
20% |
|
DSP
India T.I.G.E.R. Fund |
2% |
6% |
-17% |
47% |
3% |
0% |
60% |
-10% |
37% |
-33% |
14% |
|
UTI
Infrastructure Fund |
3% |
6% |
-15% |
41% |
3% |
-6% |
60% |
-12% |
32% |
-36% |
1% |
|
UTI MNC
Fund - |
13% |
-2% |
0% |
37% |
-4% |
12% |
63% |
10% |
31% |
-6% |
26% |
|
UTI
India Consumer Fund |
15% |
7% |
-2% |
33% |
3% |
-2% |
33% |
5% |
33% |
-14% |
23% |
|
Sundaram
Infrastructure Advantage Fund |
10% |
2% |
-22% |
56% |
-1% |
5% |
57% |
-16% |
19% |
-40% |
5% |
|
Franklin
Build India Fund |
5% |
5% |
-10% |
43% |
8% |
2% |
92% |
6% |
40% |
-25% |
12% |
|
ICICI
Prudential Infrastructure Fund |
3% |
1% |
-14% |
41% |
1% |
-4% |
55% |
-6% |
26% |
-31% |
10% |
|
IDFC
Infrastructure Fund |
5% |
-6% |
-26% |
59% |
9% |
-1% |
43% |
-11% |
10% |
-20% |
- |
|
SBI
Magnum Global Fund |
20% |
6% |
-10% |
42% |
-2% |
7% |
66% |
9% |
36% |
-14% |
18% |
|
Aditya
Birla Sun Life MNC Fund |
12% |
4% |
-4% |
38% |
-4% |
17% |
72% |
10% |
42% |
-13% |
33% |
|
L&T
Infrastructure Fund |
2% |
-4% |
-17% |
61% |
8% |
6% |
64% |
-8% |
29% |
-35% |
6% |
|
Franklin
India Technology Fund |
55% |
13% |
13% |
19% |
-3% |
4% |
18% |
54% |
0% |
-16% |
33% |
|
ICICI
Prudential Exports and Services Fund |
17% |
7% |
-9% |
31% |
-5% |
16% |
51% |
43% |
34% |
-25% |
17% |
|
HDFC
Infrastructure Fund |
-8% |
-4% |
-29% |
43% |
-3% |
-3% |
72% |
-16% |
35% |
-36% |
15% |
|
SBI
Magnum Equity ESG Fund |
13% |
15% |
4% |
24% |
4% |
2% |
43% |
5% |
30% |
-20% |
18% |
|
SBI
Magnum COMMA Fund |
24% |
11% |
-19% |
39% |
32% |
-7% |
30% |
-14% |
14% |
-28% |
9% |
|
SBI PSU
Fund |
-10% |
5% |
-24% |
22% |
15% |
-11% |
41% |
-14% |
10% |
-27% |
3% |
|
Nippon
India Quant Fund |
16% |
6% |
-2% |
31% |
4% |
-6% |
31% |
5% |
29% |
-25% |
25% |
|
Invesco
India PSU Equity Fund |
5% |
9% |
-17% |
24% |
16% |
2% |
54% |
-16% |
18% |
-24% |
11% |
|
HSBC
Infrastructure Equity Fund |
10% |
-16% |
-34% |
54% |
-3% |
-6% |
85% |
-20% |
48% |
-41% |
6% |
|
Baroda
Business Cycle Fund |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Taurus
Ethical Fund |
27% |
4% |
-1% |
31% |
-3% |
3% |
43% |
14% |
13% |
-17% |
24% |
|
Taurus
Infrastructure Fund |
13% |
0% |
-9% |
45% |
8% |
-5% |
58% |
-12% |
27% |
-34% |
11% |
|
Taurus
Banking and Financial Services Fund |
2% |
25% |
5% |
38% |
5% |
-16% |
59% |
-14% |
34% |
- |
- |
|
Quantum
India ESG Equity Fund |
25% |
6% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Franklin
Asian Equity Fund |
26% |
29% |
-13% |
35% |
7% |
-5% |
9% |
12% |
19% |
-2% |
8% |
|
ICICI
Prudential FMCG Fund |
10% |
5% |
7% |
36% |
1% |
5% |
32% |
9% |
41% |
15% |
25% |
|
ICICI
Prudential Banking and Financial Services Fund |
-6% |
14% |
0% |
45% |
20% |
-8% |
69% |
-4% |
72% |
-32% |
33% |
|
ICICI
Prudential US Bluechip Equity Fund |
18% |
35% |
5% |
14% |
12% |
1% |
13% |
46% |
8% |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund- Series 1 |
13% |
5% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund |
27% |
-1% |
-2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential MNC Fund |
29% |
5% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Commodities Fund |
38% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund |
70% |
5% |
-1% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund - Series 3 |
15% |
4% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund - Series 4 - Growth Sectoral/Thematic |
11% |
8% |
-1% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Manufacturing Fund - Growth
Sectoral/Thematic |
14% |
2% |
2% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential ESG Fund - Regular Plan - Growth Sectoral/Thematic |
11% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund - Series 5 |
16% |
8% |
4% |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Quant Fund - Regular Plan |
-1% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Business Cycle Fund |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential India Opportunities Fund |
7% |
6% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
ICICI
Prudential Bharat Consumption Fund |
10% |
6% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Kotak
Pioneer Fund - |
32% |
4% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Kotak
ESG Opportunities Fund |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Mahindra
Manulife Rural Bharat and Consumption Yojana |
10% |
-1% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
|
HDFC
Housing Opportunities Fund - Series 1 |
3% |
1% |
-10% |
2% |
- |
- |
- |
- |
- |
- |
- |
|
SBI
Healthcare Opportunities Fund |
65% |
-1% |
-10% |
2% |
-14% |
27% |
56% |
26% |
37% |
-6% |
29% |
|
SBI
Consumption Opportunities Fund |
13% |
1% |
-2% |
53% |
2% |
5% |
31% |
9% |
- |
- |
- |
|
SBI
Technology Opportunities Fund |
47% |
13% |
18% |
13% |
-3% |
2% |
30% |
54% |
- |
- |
- |
|
SBI
Banking & Financial Services Fund |
5% |
21% |
10% |
41% |
16% |
-8% |
- |
- |
- |
- |
- |
|
SBI
Equity Minimum Variance Fund |
24% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Nippon
India Banking & Financial Services Fund |
-11% |
10% |
-1% |
44% |
10% |
-6% |
64% |
-12% |
61% |
-32% |
46% |
|
Nippon
India Pharma Fund |
65% |
2% |
4% |
8% |
-10% |
19% |
48% |
20% |
35% |
-11% |
32% |
|
Nippon
India Consumption Fund |
25% |
8% |
-10% |
25% |
-4% |
9% |
41% |
-2% |
58% |
-19% |
16% |
|
Nippon
India US Equity Opportunities Fund |
22% |
33% |
8% |
17% |
8% |
-3% |
- |
- |
- |
- |
- |
|
Nippon
India Japan Equity Fund |
13% |
23% |
-3% |
15% |
-4% |
11% |
-2% |
- |
- |
- |
- |
|
Invesco
India Financial Services Fund |
2% |
21% |
0% |
45% |
10% |
-2% |
56% |
-11% |
58% |
-30% |
39% |
|
Aditya
Birla Sun Life Banking and Financial Services Fund - Regular Plan |
1% |
15% |
-2% |
48% |
15% |
-1% |
66% |
0% |
- |
- |
- |
|
Aditya
Birla Sun Life Commodity Equities Fund - Regular Plan - Global Agri Plan |
1% |
18% |
-8% |
6% |
11% |
-6% |
7% |
12% |
16% |
-14% |
16% |
|
Aditya
Birla Sun Life International Equity Fund - Plan A |
13% |
25% |
5% |
13% |
-1% |
0% |
1% |
35% |
16% |
8% |
5% |
|
Aditya
Birla Sun Life International Equity Fund - Plan B |
15% |
8% |
-5% |
28% |
5% |
-2% |
29% |
6% |
24% |
-18% |
12% |
|
Aditya
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth
Sectoral/Thematic |
26% |
-4% |
-12% |
42% |
9% |
-1% |
- |
- |
- |
- |
- |
|
Aditya
Birla Sun Life Pharma & Healthcare Fund |
53% |
7% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Aditya
Birla Sun Life PSU Equity Fund |
-2% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Aditya
Birla Sun Life Special Opportunities Fund |
17% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Aditya
Birla Sun Life ESG Fund |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
BNP
Paribas India Consumption Fund |
17% |
19% |
9% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Tata
India Consumer Fund |
20% |
-1% |
-2% |
73% |
3% |
1% |
- |
- |
- |
- |
- |
|
Tata
Resources & Energy Fund |
29% |
10% |
-15% |
32% |
21% |
0% |
- |
- |
- |
- |
- |
|
Tata
India Pharma & Heathcare Fund |
63% |
6% |
-3% |
5% |
-15% |
0% |
- |
- |
- |
- |
- |
|
Tata
Quant Fund - Regular Plan |
-9% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Tata
Banking And Financial Services Fund |
2% |
26% |
0% |
45% |
18% |
1% |
- |
- |
- |
- |
- |
|
Tata
Digital India Fund |
54% |
8% |
26% |
20% |
-6% |
0% |
- |
- |
- |
- |
- |
|
IDBI
Banking & Financial Services Fund |
- |
15% |
0% |
- |
- |
- |
- |
- |
- |
- |
- |
|
IDBI
Healthcare Fund - Regular Plan |
57% |
6% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
DSP
Healthcare Fund |
76% |
8% |
1% |
- |
- |
- |
- |
- |
- |
- |
- |
|
DSP
Quant Fund |
26% |
8% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Canara
Robeco Consumer Trends Fund |
20% |
13% |
2% |
41% |
3% |
2% |
56% |
-3% |
48% |
-22% |
33% |
|
LIC MF
BANKING & FINANCIAL SERVICES FUND |
-2% |
20% |
-18% |
33% |
10% |
-15% |
- |
- |
- |
- |
- |
|
Mirae
Asset Great Consumer Fund |
11% |
9% |
3% |
51% |
2% |
4% |
42% |
9% |
36% |
-2% |
- |
|
Mirae
Asset Healthcare Fund |
72% |
6% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Mirae
Asset Banking and Financial Services Fund |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
UTI
Transportation and Logistics Fund |
11% |
-9% |
-19% |
40% |
4% |
5% |
103% |
24% |
38% |
-19% |
27% |
|
UTI
Banking and Financial Services Fund |
-6% |
11% |
-6% |
44% |
12% |
-12% |
64% |
-15% |
59% |
-33% |
36% |
|
UTI
Healthcare Fund |
66% |
1% |
-7% |
6% |
-10% |
12% |
43% |
23% |
25% |
-10% |
37% |
|
Axis ESG
Equity Fund |
34% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
|
Sundaram
Financial Services Opportunities Fund |
2% |
27% |
-3% |
33% |
12% |
-9% |
57% |
-14% |
47% |
-33% |
36% |
|
Sundaram
Services Fund |
15% |
22% |
3% |
- |
- |
- |
- |
- |
- |
- |
- |
|
Baroda
Banking and Financial Services Fund - Plan A |
-1% |
23% |
2% |
33% |
8% |
-12% |
59% |
-14% |
19% |
- |
- |
|
Quant
Consumption Fund |
48% |
-3% |
-10% |
44% |
7% |
2% |
68% |
-9% |
21% |
-46% |
3% |
|
Quant
Infrastructure Fund |
30% |
3% |
-14% |
52% |
-7% |
-3% |
56% |
-13% |
13% |
-48% |
1% |
|
Quant
ESG Equity Fund |
17% |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
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