Sectoral Mutual Fund Has given strong returns to investors. In such a situation, if you are also planning to invest in sectoral mutual funds, then we are telling you about some funds which have given excellent returns to investors in the last 5 years. Let us tell you that as per SEBI mutual fund rules, sectoral/thematic funds are those mutual funds which invest minimum 80 percent in shares of a particular sector or theme. At present there are about 183 sectoral mutual fund schemes. About ₹13,255 crore was invested in these schemes in September.
Rs 4.67 lakh crore invested
The total AUM of these schemes is ₹4,67,188 crore, which is the highest across all categories of equity mutual funds, including flexi cap, ELSS, large cap, mid cap and small cap funds. The schemes we are mentioning are well-performing sectoral/thematic mutual fund schemes that have given more than 25 percent CAGR returns in the last five years till October 18, 2024. It is important to note that most of these top performing schemes fall in the categories of IT, infrastructure, healthcare, energy and manufacturing.
Sectoral/Thematic Mutual Fund Average Returns in 5 Years (%)
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Aditya Birla Sun Life Digital India Fund: 27.73
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Bandhan Infrastructure Fund: 31.12
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Bank of India Manufacturing and Infrastructure Fund: 31.0
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Canara Robeco Infrastructure Fund: 30.60
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DSP Healthcare Fund: 30.26
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Franklin Build India Fund: 28.38
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HDFC Infrastructure Fund: 32.63
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ICICI Prudential India Opportunities Fund: 28.41
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Invesco India Infrastructure Fund: 31.70
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Invesco India PSU Equity Fund: 29.16
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Kotak Infrastructure and Economic Reform Fund: 29.17
Wealth advisors often suggest that sectoral/thematic funds are risky and one should invest only a small portion of one’s portfolio in them. However, it is worth noting that the past returns of a scheme, though indicative, do not guarantee future returns. Therefore, before investing in any fund, definitely consult your wealth advisor.
