Thursday, December 16, 2021

2010 to 2020 - Sectorial Equity Mutual Funds Yearly Performance

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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