What is a Sectoral/Thematic Fund?

Sectoral/Thematic Fund is a SEBI-defined mutual-fund category. Each scheme in it must follow the asset-allocation and exposure rules set out in the SEBI October-2017 categorisation circular. Equity bucket for tax purposes.

How many Sectoral/Thematic Fund schemes are listed on ProfitGuruOnline?

We currently track 175 active Sectoral/Thematic Fund schemes (Regular plan, Growth option). The list updates daily after AMFI publishes new NAVs and SEBI re-classifies schemes. 11 of them sit in the top quartile by 5-year CAGR.

What is the average return of Sectoral/Thematic Fund schemes?

Over the last 5 years, the average Sectoral/Thematic Fund (Regular plan) has returned 10.56% CAGR — that turns ₹1 lakh into roughly ₹165,201. Over the last 12 months the category averaged 4.31%. Top-quartile funds in this category typically beat the average by 3-6 percentage points per year — fund selection within a category matters more than the category choice itself.

Which is the best Sectoral/Thematic Fund for 5-year returns?

Over the trailing 5-year window, the highest-returning Sectoral/Thematic Fund in our database is **SBI PSU Fund - REGULAR PLAN -Growth** (SBI) with a CAGR of 23.07%. The category average is 10.56%. Past performance is no guarantee of future returns — top-quartile funds in one window often slip in the next.

Which Sectoral/Thematic Fund is hot right now (1-year return)?

The best 1-year return in the Sectoral/Thematic Fund category right now is **Nippon India Taiwan Equity fund- Regular Plan- Growth Option** (Nippon India) at 126.55%. 1-year numbers are noisy and shouldn't be the sole basis for picking — cross-check rolling returns and 5-year CAGR before deciding.

What is the spread of Sectoral/Thematic Fund returns?

Across all Sectoral/Thematic Fund schemes with 5 years of history, the 5-year CAGR ranges from 5.38% (worst) to 23.07% (best), with a median of 12.61%. That spread of about 18 percentage points between top and bottom is a useful gauge of how much fund selection matters in this category.

Are most Sectoral/Thematic Fund schemes Direct or Regular plans?

On ProfitGuruOnline you can browse either Sectoral/Thematic Fund Direct plans (lower expense ratio, no broker commission baked in) or Regular plans (sold through distributors). Use the filter on the category page. Direct typically outperforms Regular by 0.5-1% per year in the same scheme — meaningful over 10+ years.

How is a Sectoral/Thematic Fund taxed?

Sectoral/Thematic Fund is classified as an Equity scheme. Held for 12 months or more: 12.5% LTCG on gains exceeding ₹1.25 lakh per FY per PAN. Held for under 12 months: 20% STCG. Rates updated by Budget 2024.

Is Sectoral/Thematic Fund suitable for SIP investing?

Yes. Equity categories like Sectoral/Thematic Fund are well-suited to SIP because the monthly drip averages out entry timing — you buy more units when NAVs are low. Over 7+ year horizons, SIP XIRRs typically end up within 1-2 pp of lump-sum, but with much less stress.

What time horizon is right for a Sectoral/Thematic Fund?

Sectoral/Thematic Fund schemes need at least 7-10 year horizons. Their drawdowns can exceed 50% — anyone needing the money within 3-5 years risks selling at a deep loss.

What is the risk of investing in Sectoral/Thematic Fund schemes?

Risk profile follows the underlying asset mix — see the AMC's factsheet for current allocation and historical drawdown.

Should I pick a single Sectoral/Thematic Fund or diversify?

Two or three schemes from different AMCs is usually enough for a single category. Beyond that you'd be re-creating the category average minus your selection cost. Focus on consistency (% of rolling-return windows that ended positive) over chasing top performers — top quartile rarely repeats.

How often should I review my Sectoral/Thematic Fund holdings?

Quarterly is plenty for monitoring NAVs and aggregate gain; annually (or after major regulatory changes like Budget 2024) is the right cadence for re-evaluating against alternatives. Don't churn based on 1-month or even 1-year underperformance — equity funds need 3-5 year horizons to fairly judge.

How does ProfitGuruOnline rank Sectoral/Thematic Fund schemes?

We rank funds within each category by point-to-point CAGR over the chosen window (1Y, 3Y, 5Y, 7Y, 10Y, since inception), then assign quartile and decile bands so any fund's standing relative to peers is one click away. Numbers are recomputed nightly after AMFI's NAV publish.

Where does the Sectoral/Thematic Fund category data come from?

Daily NAVs are pulled directly from AMFI's published feed. Category classification uses SEBI's October-2017 mutual-fund categorisation circular. We compute returns, rolling-window stats, SIP backtests, drawdowns and Sharpe ratios in-house — no third-party feeds, no hidden adjustments.

SEBI sub-category

Sectoral/Thematic Fund funds

Funds

175

Regular plans only

Category 1Y avg

+4.31%

Category 5Y CAGR

+10.56%

Direct vs Regular

Direct Regular

5-Year return distribution

How the 175 Sectoral/Thematic Fund funds spread across return buckets. Taller bars = more funds in that band.

Risk vs Return — Sectoral/Thematic Fund

Each dot is a fund. Up-and-left = high return for low risk (the sweet spot). Down-and-right = under-performing with high volatility. Colour = 5-year peer quartile.

Q1 (top 25%) Q2 Q3 Q4 (bottom 25%) 45 funds plotted

All Sectoral/Thematic Fund funds

Sort by: 1Y 3Y 5Y 7Y 10Y

#	Scheme	NAV	1Y	3Y	5Y	7Y	10Y	Peer Q (5Y)	Sharpe	Max DD
1	SBI PSU Fund - REGULAR PLAN -Growth SBI	34.74	+6.15%	+25.10%	+23.07%	+18.70%	+14.02%	Q1	0.88	-24.6%
2	Aditya Birla Sun Life PSU Equity Fund-Regular Plan-Growth Aditya Birla Sun Life	36.39	+7.52%	+23.61%	+22.72%	—	—	Q1	0.80	-27.4%
3	DSP BlackRock India T.I.G.E.R. Fund - Regular Plan - Growth DSP BlackRock	361.81	+12.37%	+23.34%	+22.05%	+21.83%	+17.51%	Q1	0.89	-26.1%
4	Invesco India PSU Equity Fund - Regular Plan - Growth Invesco	65.08	-0.86%	+21.73%	+20.76%	+20.75%	+16.10%	Q1	0.70	-30.4%
5	quant Quantamental Fund - Growth Option - Regular Plan Quant	25.63	+12.13%	+17.46%	+19.50%	—	—	Q1	0.71	-23.8%
6	quant ESG Integration Strategy Fund - Growth Option - Regular Plan Quant	39.24	+17.64%	+18.02%	+19.35%	—	—	Q1	0.71	-25.6%
7	Sundaram Infrastructure Advantage Fund Regular Plan - Growth Sundaram	102.56	+5.43%	+18.81%	+17.15%	+18.19%	+14.68%	Q1	0.74	-22.8%
8	BANDHAN Infrastructure Fund - Regular Plan - Growth Bandhan	50.24	-3.56%	+18.40%	+17.05%	+19.26%	+15.93%	Q1	0.62	-29.3%
9	DSP BlackRock Natural Resources And New Energy Fund - Regular - Growth DSP BlackRock	106.05	+17.69%	+19.58%	+15.94%	+19.37%	+17.15%	Q1	0.88	-22.1%
10	Kotak Pioneer Fund- Regular Plan- Growth Option Kotak	34.41	+9.36%	+18.60%	+15.53%	—	—	Q1	0.87	-19.9%
11	Sundaram Services Fund Regular Plan - Growth Sundaram	36.35	+2.66%	+14.87%	+14.62%	+18.75%	—	Q1	0.57	-17.4%
12	Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth Aditya Birla Sun Life	28.09	+12.65%	+18.80%	+14.57%	—	—	Q2	0.85	-18.2%
13	DSP Healthcare Fund - Regular Plan - Growth DSP	44.03	+8.67%	+21.46%	+14.44%	+23.75%	—	Q2	1.09	-16.4%
14	Tata India Consumer Fund-Regular Plan-Growth Tata	46.53	+4.12%	+14.25%	+14.20%	+16.56%	+15.83%	Q2	0.53	-21.9%
15	Tata Business Cycle Fund-Regular Plan-Growth Tata	19.25	+0.52%	+13.79%	+14.03%	—	—	Q2	0.54	-20.5%
16	Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth Aditya Birla Sun Life	37.79	+15.95%	+19.70%	+13.85%	+17.53%	+13.58%	Q2	0.87	-23.3%
17	Mirae Asset Healthcare Fund -Regular Growth Mirae Asset	44.86	+11.71%	+22.96%	+13.80%	+23.83%	—	Q2	1.20	-16.1%
18	Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset	21.70	+5.27%	+13.47%	+13.35%	—	—	Q2	0.50	-15.9%
19	SBI BANKING & FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH SBI	44.23	+3.43%	+15.97%	+13.23%	+13.55%	+15.02%	Q2	0.67	-16.2%
20	Tata India Pharma & Healthcare Fund-Regular Plan-Growth Tata	33.30	+6.68%	+20.84%	+13.04%	+20.88%	+13.11%	Q2	1.03	-17.0%
21	Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth Aditya Birla Sun Life	36.02	+13.31%	+22.11%	+12.94%	+19.77%	—	Q2	1.13	-16.3%
22	Mirae Asset Great Consumer Fund - Regular Plan - Growth option Mirae Asset	91.19	-2.35%	+10.18%	+12.85%	+15.63%	+14.74%	Q2	0.29	-24.3%
23	Tata Resources & Energy Fund-Regular Plan-Growth Tata	49.51	+6.15%	+17.35%	+12.61%	+20.06%	+15.37%	Q2	0.73	-20.6%
24	SBI CONSUMPTION OPPORTUNITIES FUND - REGULAR - GROWTH SBI	286.88	-9.23%	+6.96%	+12.57%	+15.27%	+13.08%	Q3	0.09	-27.1%
25	Tata Banking And Financial Services Fund-Regular Plan-Growth Tata	44.33	+1.53%	+12.14%	+12.57%	+12.81%	+14.00%	Q3	0.42	-16.6%
26	Baroda BNP Paribas Banking and Financial Services Fund - Regular - Growth Option Baroda BNP Paribas	49.63	+3.16%	+13.66%	+12.37%	+11.20%	+11.82%	Q3	0.49	-16.6%
27	CANARA ROBECO CONSUMPTION FUND - REGULAR PLAN - GROWTH OPTION Canara Robeco	106.59	-4.15%	+10.14%	+12.18%	+16.08%	+14.57%	Q3	0.30	-22.8%
28	Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth Aditya Birla Sun Life	63.73	+4.06%	+11.81%	+11.92%	+12.21%	+12.36%	Q3	0.39	-16.5%
29	DSP BlackRock India T.I.G.E.R. Fund - Regular Plan - Dividend DSP BlackRock	31.36	+3.67%	+13.49%	+11.66%	+10.76%	+6.36%	Q3	0.41	-32.2%
30	Edelweiss Recently Listed IPO Fund Regular Plan Growth Edelweiss	31.28	+16.16%	+16.93%	+11.65%	+19.84%	—	Q3	0.57	-25.0%
31	Axis Innovation Fund - Regular Plan - Growth Option Axis	20.16	+7.69%	+15.07%	+11.53%	—	—	Q3	0.61	-19.8%
32	Taurus Banking & Financial Services Fund - Regular Plan - Growth Taurus	54.04	-0.16%	+9.05%	+10.95%	+11.16%	+12.07%	Q3	0.22	-15.0%
33	Mahindra Manulife Consumption Fund- Regular Plan - Growth Mahindra Manulife	21.77	-3.17%	+9.26%	+10.94%	+12.66%	—	Q3	0.24	-24.4%
34	LIC MF Banking and Financial Services Fund-Regular Plan-Growth LIC	21.72	+1.32%	+8.04%	+10.50%	+10.02%	+8.60%	Q3	0.16	-16.6%
35	SBI Equity Minimum Variance Fund - Regular Plan - Growth SBI	24.08	-0.08%	+8.86%	+10.46%	+13.71%	—	Q4	0.23	-20.5%
36	Axis Quant Fund - Regular Plan - Growth Axis	16.18	+2.60%	+9.13%	+9.67%	—	—	Q4	0.23	-23.5%
37	Aditya Birla Sun Life ESG Integration Strategy Fund-Regular Plan-Growth Aditya Birla Sun Life	17.88	-0.06%	+10.87%	+8.87%	—	—	Q4	0.34	-18.3%
38	Kotak ESG Exclusionary Strategy Fund - Regular Plan - Growth Option Kotak	16.88	-1.22%	+9.54%	+8.02%	—	—	Q4	0.25	-18.4%
39	QUANTUM ESG BEST IN CLASS STRATEGY FUND - REGULAR PLAN - GROWTH OPTION Quantum	23.20	-5.34%	+8.13%	+7.93%	+12.92%	—	Q4	0.14	-21.5%
40	SBI TECHNOLOGY OPPORTUNITIES FUND - REGULAR PLAN - GROWTH SBI	191.01	-11.79%	+6.98%	+7.88%	+16.64%	+15.29%	Q4	0.13	-24.6%
41	Invesco India ESG Integration Strategy Fund - Regular Plan - Growth Invesco	16.88	-5.48%	+8.63%	+7.79%	—	—	Q4	0.20	-23.9%
42	Axis ESG Integration Strategy Fund - Regular Plan - Growth Option Axis	21.03	-1.59%	+8.83%	+7.24%	—	—	Q4	0.23	-18.7%
43	DSP Quant Fund - Regular Plan - Growth DSP	21.25	-1.30%	+6.82%	+6.77%	+12.27%	—	Q4	0.07	-20.2%
44	DSP BlackRock Natural Resources And New Energy Fund - Regular Plan - Dividend DSP BlackRock	31.16	+8.09%	+10.03%	+6.31%	+10.26%	+8.03%	Q4	0.26	-28.1%
45	Tata Digital India Fund-Regular Plan-Growth Tata	40.54	-13.97%	+4.84%	+5.38%	+15.42%	+15.38%	Q4	0.04	-34.3%
46	360 ONE QUANT FUND REGULAR GROWTH 360 ONE	18.59	-5.34%	+15.69%	—	—	—	—	0.64	-22.8%
47	Aditya Birla Sun Life Business Cycle Fund-Regular-Growth Aditya Birla Sun Life	15.66	+2.09%	+11.49%	—	—	—	—	0.40	-18.1%
48	Aditya Birla Sun Life Conglomerate Fund-Regular Growth Aditya Birla Sun Life	10.97	+1.77%	—	—	—	—	—	—	—
49	Aditya Birla Sun Life Quant Fund - Regular Growth Aditya Birla Sun Life	10.13	+4.70%	—	—	—	—	—	—	—
50	Aditya Birla Sun Life Transportation and Logistics Fund-Regular Growth Aditya Birla Sun Life	15.98	+15.47%	—	—	—	—	—	—	—
51	Axis Business Cycles Fund - Regular Plan - Growth Axis	16.87	+1.69%	+13.22%	—	—	—	—	0.50	-19.6%
52	Axis Consumption Fund Regular Plan - Growth Axis	9.20	-3.07%	—	—	—	—	—	—	—
53	Axis India Manufacturing Fund - Regular Plan - Growth Axis	15.39	+9.99%	—	—	—	—	—	—	—
54	Axis Momentum Fund - Regular Plan - Growth Option Axis	8.82	-5.60%	—	—	—	—	—	—	—
55	Axis Services Opportunities Fund - Regular Plan - Growth Option Axis	9.88	-0.70%	—	—	—	—	—	—	—
56	Bajaj Finserv Banking and Financial Services Fund - Regular - Growth Bajaj Finserv	10.01	—	—	—	—	—	—	—	—
57	BAJAJ FINSERV CONSUMPTION FUND - REGULAR - GROWTH Bajaj Finserv	9.29	-4.97%	—	—	—	—	—	—	—
58	BAJAJ FINSERV HEALTHCARE FUND - REGULAR - GROWTH Bajaj Finserv	11.22	+10.93%	—	—	—	—	—	—	—
59	Bandhan Business Cycle Fund - Regular Plan - Growth Bandhan	9.90	-2.28%	—	—	—	—	—	—	—
60	BANDHAN FINANCIAL SERVICES FUND - REGULAR PLAN - GROWTH Bandhan	15.14	+2.18%	+15.08%	—	—	—	—	0.58	-17.6%
61	Bandhan Healthcare Fund - Regular Plan - Growth Bandhan	10.96	—	—	—	—	—	—	—	—
62	Bandhan Innovation Fund - Regular Plan - Growth Bandhan	14.68	+13.20%	—	—	—	—	—	—	—
63	Bandhan Multi-Factor Fund - Regular Plan - Growth Bandhan	9.94	+0.23%	—	—	—	—	—	—	—
64	BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - REGULAR PLAN Bandhan	19.70	+11.52%	+18.53%	—	—	—	—	0.73	-25.5%
65	Bank of India Banking & Financial Services Fund - Regular Plan - Growth Bank of India	9.90	—	—	—	—	—	—	—	—
66	Bank of India Business Cycle Fund - Regular Plan - Growth Bank of India	9.52	+1.38%	—	—	—	—	—	—	—
67	Bank of India Consumption Fund - Regular - Growth Bank of India	11.07	+1.93%	—	—	—	—	—	—	—
68	Baroda BNP Paribas Best-in-Class Strategy Fund - Regular - Growth Option Baroda BNP Paribas	10.45	—	—	—	—	—	—	—	—
69	Baroda BNP Paribas Business Conglomerates Fund Regular Growth Option Baroda BNP Paribas	9.98	—	—	—	—	—	—	—	—
70	Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth Baroda BNP Paribas	15.95	+1.24%	+12.73%	—	—	—	—	0.47	-20.8%
71	Baroda BNP Paribas Energy Opportunities Fund - Regular Plan - Growth Option Baroda BNP Paribas	11.82	+0.92%	—	—	—	—	—	—	—
72	Baroda BNP Paribas Health and Wellness Fund Regular Growth Baroda BNP Paribas	10.62	+3.76%	—	—	—	—	—	—	—
73	BARODA BNP PARIBAS India Consumption Fund - Regular Plan - Growth Option Baroda BNP Paribas	30.17	-4.67%	+9.40%	—	—	—	—	0.25	-23.1%
74	Baroda BNP Paribas Innovation Fund Regular plan - Growth Option Baroda BNP Paribas	13.35	+7.90%	—	—	—	—	—	—	—
75	Baroda BNP Paribas Manufacturing Fund - Regular Plan - Growth Option Baroda BNP Paribas	10.89	+9.91%	—	—	—	—	—	—	—
76	Canara Robeco Banking and Financials Services Fund - Regular Plan - Growth Canara Robeco	10.89	—	—	—	—	—	—	—	—
77	Canara Robeco Manufacturing Fund - Regular Plan - Growth Option Canara Robeco	13.73	+9.49%	—	—	—	—	—	—	—
78	DSP Banking & Financial Services Fund - Regular - Growth DSP	14.84	+11.17%	—	—	—	—	—	—	—
79	DSP Business Cycle Fund - Regular - Growth DSP	10.45	+2.98%	—	—	—	—	—	—	—
80	Edelweiss Business Cycle Fund - Regular Plan - Growth Edelweiss	8.76	-3.25%	—	—	—	—	—	—	—
81	Edelweiss Consumption Fund - Regular - Growth Edelweiss	11.03	-0.64%	—	—	—	—	—	—	—
82	Edelweiss Financial Services Fund - Regular Plan - Growth Option Edelweiss	9.60	—	—	—	—	—	—	—	—
83	Edelweiss Technology Fund - Regular Plan - Growth Edelweiss	12.14	+3.60%	—	—	—	—	—	—	—
84	Groww Banking & Financial Services Fund - Regular - Growth Groww	12.91	+7.73%	—	—	—	—	—	—	—
85	HDFC INNOVATION FUND - REGULAR PLAN - GROWTH OPTION HDFC	11.22	+11.07%	—	—	—	—	—	—	—
86	HDFC Manufacturing fund - Growth Option - Regular Plan HDFC	11.61	+5.40%	—	—	—	—	—	—	—
87	Helios Financial Services Fund - Regular Plan - Growth Option Helios	11.66	+0.77%	—	—	—	—	—	—	—
88	HSBC Business Cycles Fund - Regular Growth HSBC	42.66	-3.43%	+15.34%	—	—	—	—	0.53	-23.6%
89	HSBC Consumption Fund - Regular Growth HSBC	14.85	+0.28%	+13.90%	—	—	—	—	—	—
90	HSBC Financial Services Fund - Regular Growth HSBC	12.59	+7.40%	—	—	—	—	—	—	—
91	HSBC India Export Opportunities Fund - Regular Growth HSBC	10.93	+10.73%	—	—	—	—	—	—	—
92	HSBC Infrastructure Fund - Regular Growth HSBC	49.01	+1.32%	+16.86%	—	—	—	—	0.57	-25.7%
93	Invesco India Business Cycle Fund - Regular Plan - Growth Invesco	14.17	+13.25%	—	—	—	—	—	—	—
94	Invesco India Consumption Fund - Regular Plan - Growth Plan Invesco	10.49	—	—	—	—	—	—	—	—
95	Invesco India Manufacturing Fund - Regular Plan - Growth Invesco	11.11	+5.96%	—	—	—	—	—	—	—
96	Invesco India Technology Fund - Regular Plan - Growth Invesco	9.41	-1.88%	—	—	—	—	—	—	—
97	ITI Banking and Financial Services Fund -Regular Plan - Growth Option ITI	16.25	+7.04%	+11.14%	—	—	—	—	0.36	-16.9%
98	ITI Bharat Consumption Fund - Regular Plan Plan - Growth ITI	11.49	+0.43%	—	—	—	—	—	—	—
99	ITI Business Cycle Fund- Regular Plan- Growth ITI	10.40	—	—	—	—	—	—	—	—
100	ITI Pharma and Healthcare Fund - Regular Plan - Growth Option ITI	17.68	+3.63%	+18.69%	—	—	—	—	0.86	-17.6%
101	Kotak Active Momentum Fund - Regular Plan - Growth Kotak	10.74	+7.14%	—	—	—	—	—	—	—
102	Kotak Banking & Financial Services Fund - Regular Plan - Growth Kotak	16.54	+5.41%	+12.30%	—	—	—	—	0.43	-16.8%
103	Kotak Business Cycle Fund-Regular Plan--Growth Kotak	17.10	+4.83%	+15.15%	—	—	—	—	0.62	-18.9%
104	Kotak Consumption Fund - Regular plan - Growth Option Kotak	14.06	+3.07%	—	—	—	—	—	—	—
105	Kotak Energy Opportunities Fund-Regular-Growth Kotak	10.69	+3.27%	—	—	—	—	—	—	—
106	Kotak Healthcare Fund - Regular Plan - Growth Option Kotak	16.37	+18.83%	—	—	—	—	—	—	—
107	Kotak Manufacture in India Fund - Regular Plan Growth Kotak	21.42	+12.91%	+19.24%	—	—	—	—	0.90	-22.8%
108	Kotak MNC Fund-Regular Plan- Growth Kotak	12.30	+19.85%	—	—	—	—	—	—	—
109	Kotak Quant Fund - Regular Plan - Growth Option Kotak	15.01	+1.00%	+14.41%	—	—	—	—	—	—
110	Kotak Rural Opportunities Fund - Regular Plan - Growth Kotak	9.77	—	—	—	—	—	—	—	—
111	Kotak Services Fund - Regular - Growth Kotak	10.50	—	—	—	—	—	—	—	—
112	Kotak Special Opportunities Fund - Regular Plan - Growth Option Kotak	10.88	+12.71%	—	—	—	—	—	—	—
113	Kotak Technology Fund - Regular Plan - Growth Option Kotak	10.01	-13.57%	—	—	—	—	—	—	—
114	Kotak Transportation & Logistics Fund-Regular-Growth Kotak	11.21	+4.44%	—	—	—	—	—	—	—
115	LIC MF Consumption Fund-Regular Plan-Growth LIC	9.75	—	—	—	—	—	—	—	—
116	LIC MF Healthcare Fund-Regular Plan-Growth LIC	32.85	+7.60%	+19.45%	—	—	—	—	0.93	-15.3%
117	LIC MF Manufacturing Fund-Regular Plan-Growth LIC	11.32	+10.37%	—	—	—	—	—	—	—
118	LIC MF Technology Fund-Regular Plan-Growth LIC	10.88	—	—	—	—	—	—	—	—
119	Mahindra Manulife Banking & Financial Services Fund - Regular - Growth Mahindra Manulife	10.77	+7.68%	—	—	—	—	—	—	—
120	Mahindra Manulife Business Cycle Fund- Regular Plan - Growth Mahindra Manulife	15.83	+6.76%	+16.47%	—	—	—	—	—	—
121	Mahindra Manulife Innovation Opportunities Fund - Regular - Growth Mahindra Manulife	10.96	—	—	—	—	—	—	—	—
122	Mahindra Manulife Manufacturing Fund - Regular Plan - Growth Mahindra Manulife	10.48	+5.61%	—	—	—	—	—	—	—
123	Mirae Asset Infrastructure Fund - Regular Plan - Growth Mirae Asset	11.11	—	—	—	—	—	—	—	—
124	Motilal Oswal Active Momentum Fund- Regular- Growth Motilal Oswal	13.51	+21.09%	—	—	—	—	—	—	—
125	Motilal Oswal Business Cycle Fund-Regular Plan-Growth Motilal Oswal	12.20	-3.83%	—	—	—	—	—	—	—
126	Motilal Oswal Consumption Fund-Regular-Growth Motilal Oswal	10.52	—	—	—	—	—	—	—	—
127	Motilal Oswal Digital India Fund - Regular Plan- Growth Motilal Oswal	9.64	-4.99%	—	—	—	—	—	—	—
128	Motilal Oswal Financial Services Fund- Regular-Growth Motilal Oswal	10.56	—	—	—	—	—	—	—	—
129	Motilal Oswal Infrastructure Fund-Regular-Growth Motilal Oswal	12.82	+9.90%	—	—	—	—	—	—	—
130	Motilal Oswal Innovation Opportunities Fund- Regular Plan- Growth Motilal Oswal	14.30	+12.01%	—	—	—	—	—	—	—
131	Motilal Oswal Quant Fund - Regular - Growth Motilal Oswal	9.82	-3.68%	—	—	—	—	—	—	—
132	Motilal Oswal Services Fund - Regular Plan - Growth Motilal Oswal	11.43	+13.35%	—	—	—	—	—	—	—
133	Motilal Oswal Special Opportunities Fund-Regular Plan-Growth Motilal Oswal	11.57	+13.20%	—	—	—	—	—	—	—
134	Motilal Owsal Manufacturing Fund - Regular Plan - Growth —	11.41	-0.96%	—	—	—	—	—	—	—
135	Nippon India Active Momentum Fund - Regular Plan- Growth Option Nippon India	12.83	+9.41%	—	—	—	—	—	—	—
136	Nippon India Innovation Fund-Regular Plan-Growth Option Nippon India	14.49	+1.42%	+12.91%	—	—	—	—	—	—
137	Nippon India MNC Fund- Regular Plan-Growth Option Nippon India	10.70	+8.11%	—	—	—	—	—	—	—
138	Nippon India Taiwan Equity fund- Regular Plan- Growth Option Nippon India	29.46	+126.55%	+48.47%	—	—	—	—	1.17	-37.8%
139	PGIM India Healthcare Fund - Regular Plan - Growth Option PGIM India	11.72	+14.24%	—	—	—	—	—	—	—
140	quant BFSI Fund - Growth Option - Regular Plan Quant	20.95	+16.42%	+25.36%	—	—	—	—	1.05	-22.9%
141	quant Business Cycle Fund - Growth Option - Regular Plan Quant	16.80	+3.32%	+15.71%	—	—	—	—	0.57	-30.9%
142	quant Commodities Fund - Growth Option - Regular Plan Quant	15.46	+15.55%	—	—	—	—	—	—	—
143	quant Consumption Fund - Growth Option - Regular Plan Quant	10.25	-0.36%	—	—	—	—	—	—	—
144	quant Healthcare Fund - Growth Option - Regular Plan Quant	17.25	+9.91%	+19.85%	—	—	—	—	0.77	-25.8%
145	quant Manufacturing Fund - Growth Option - Regular Plan Quant	17.06	+14.58%	+19.44%	—	—	—	—	—	—
146	quant Momentum Fund - Growth Option - Regular Plan Quant	15.51	+6.71%	—	—	—	—	—	—	—
147	quant PSU Fund - Growth Option - Regular Plan Quant	10.66	+2.24%	—	—	—	—	—	—	—
148	quant Teck Fund - Growth Option - Regular Plan Quant	11.18	-13.13%	+3.74%	—	—	—	—	—	—
149	Quantum Ethical Fund - Regular Plan Growth Option Quantum	9.75	-3.37%	—	—	—	—	—	—	—
150	Samco Active Momentum Fund - Regular Plan - Growth Option Samco	14.26	-2.33%	+12.44%	—	—	—	—	0.44	-26.3%
151	Samco Special Opportunities Fund - Regular Plan - Growth Samco	8.45	-5.90%	—	—	—	—	—	—	—
152	SBI Automotive Opportunities Fund - Regular Plan - Growth SBI	12.30	+24.08%	—	—	—	—	—	—	—
153	SBI Energy Opportunities Fund - Regular Plan - Growth SBI	11.18	+1.33%	—	—	—	—	—	—	—
154	SBI Innovative Opportunities Fund - Regular Plan - Growth SBI	10.05	+3.60%	—	—	—	—	—	—	—
155	SBI Quality Fund - Regular Plan - Growth SBI	10.46	—	—	—	—	—	—	—	—
156	SBI Quant Fund- Regular Plan- Growth SBI	9.70	-0.74%	—	—	—	—	—	—	—
157	Shriram Multi Sector Rotation Fund - Regular Plan Growth Option Shriram	8.07	+1.59%	—	—	—	—	—	—	—
158	Sundaram Business Cycle Fund Regular Plan Growth Sundaram	11.08	-0.25%	—	—	—	—	—	—	—
159	Sundaram Multi-Factor Fund - Regular - Growth Sundaram	9.77	-2.86%	—	—	—	—	—	—	—
160	Tata Housing Opportunities Fund - Regular Plan - Growth Tata	15.11	-4.28%	+8.92%	—	—	—	—	0.22	-25.9%
161	Tata India Innovation Fund- Regular Growth Tata	10.07	+1.95%	—	—	—	—	—	—	—
162	THE WEALTH COMPANY ETHICAL FUND REGULAR GROWTH —	9.61	—	—	—	—	—	—	—	—
163	Union Active Momentum Fund - Regular Plan - Growth Option Union	9.48	+6.94%	—	—	—	—	—	—	—
164	Union Business Cycle Fund - Regular Plan - Growth Option Union	11.72	+5.39%	—	—	—	—	—	—	—
165	Union Consumption Fund - Regular Plan - Growth Option Union	9.67	—	—	—	—	—	—	—	—
166	Union Innovation & Opportunities Fund - Regular Plan - Growth Option Union	15.42	+9.94%	+15.66%	—	—	—	—	—	—
167	UTI Innovation Fund - Regular Plan - Growth Option UTI	11.33	-2.12%	—	—	—	—	—	—	—
168	UTI Quant Fund - Regular Plan - Growth Option UTI	10.36	-2.96%	—	—	—	—	—	—	—
169	WhiteOak Capital Banking & Financial Services Fund - Regular Growth WhiteOak Capital	13.15	+4.70%	—	—	—	—	—	—	—
170	WhiteOak Capital Consumption Opportunities Fund Regular Plan Growth WhiteOak Capital	10.20	—	—	—	—	—	—	—	—
171	WhiteOak Capital Digital Bharat Fund Regular Plan Growth WhiteOak Capital	9.93	-3.43%	—	—	—	—	—	—	—
172	WhiteOak Capital ESG Best-In-Class Strategy Fund Regular Plan Growth WhiteOak Capital	10.14	-3.84%	—	—	—	—	—	—	—
173	WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth WhiteOak Capital	16.30	+15.66%	—	—	—	—	—	—	—
174	WhiteOak Capital Quality Equity Fund Regular Plan Growth WhiteOak Capital	10.37	-2.88%	—	—	—	—	—	—	—
175	WhiteOak Capital Special Opportunities Fund - Regular Growth WhiteOak Capital	14.18	+8.78%	—	—	—	—	—	—	—

Direct plans typically outperform Regular plans by around 50 basis points per year because they carry no distributor commission. The "Peer Q (5Y)" column shows the fund's quartile within this category over the 5-year window: Q1 = top 25%.

Sectoral/Thematic Fund funds

5-Year return distribution

Risk vs Return — Sectoral/Thematic Fund

All Sectoral/Thematic Fund funds

Frequently asked questions