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Thematic Funds
- Average Return 26.3%
- No of Funds 39
What is Thematic Mutual Fund
Thematic funds are equity mutual funds that invest in stocks tied to a theme. These funds are more broad-based then sectoral fund, as they pick companies and sectors united by an idea. For instance, an infrastructure theme fund will invest in cement, power, steel, among other sectors
Advantages of Thematic Funds
- Select sectors in the portfolio mean they are not genuinely diversified
- High-risk category as returns are tied to a theme playing out
- Suitable for aggressive investors, even then exposure should not be more than 10% of the portfolio
Top schemes of Thematic Mutual Funds sorted by last 5 year returns
39 funds
ShowReturns for
via
Fund Size
₹990 Crs
Return (p.a)
+ 22.23% + 73.53% + 16.52% + 137.82% + 17.59% + 17.59% + 23.32% + 40.30% + 10.05% + 10.05% + 24.71% + 26.76% + 21.31% + 21.31% + 4.02% + 4.02%
ETM Rank
#7 of 12
Fund Size
₹2,358 Crs
Return (p.a)
+ 21.09% + 68.82% + 14.64% + 114.99% + 12.72% + 12.72% + 24.05% + 41.71% + 5.01% + 5.01% + 24.61% + 26.65% + 14.81% + 14.81% -0.59% -0.59%
ETM Rank
#9 of 12
Fund Size
₹971 Crs
Return (p.a)
+ 20.80% + 67.62% N.A. N.A. + 18.93% + 18.93% + 16.41% + 27.40% + 11.67% + 11.67% + 13.21% + 14.02% + 17.96% + 17.96% + 4.07% + 4.07%
ETM Rank
#1 of 12
#10 of 12
Fund Size
₹643 Crs
Return (p.a)
+ 20.18% + 65.13% N.A. N.A. + 12.20% + 12.20% + 21.95% + 37.68% + 6.09% + 6.09% + 20.16% + 21.66% + 14.42% + 14.42% + 1.89% + 1.89%
ETM Rank
#10 of 12
Min SIP
₹ 5,000
5 Yrs Return
+ 20.1 % p.a. + 17.69 % p.a. + 36.85 % + 15.49 % p.a. + 13.41 % p.a. + 37.4 % + 20.84 % p.a. + 33.54 %
Fund Size
₹1,115 Crs
Return (p.a)
+ 19.97% + 64.19% + 15.38% + 123.54% + 11.52% + 11.52% + 20.18% + 34.27% + 8.18% + 8.18% + 17.50% + 18.66% + 13.28% + 13.28% + 4.08% + 4.08%
ETM Rank
#6 of 12
#2 of 12
Fund Size
₹1,804 Crs
Return (p.a)
+ 19.57% + 62.70% + 15.35% + 123.27% + 10.00% + 10.00% + 17.03% + 28.53% + 5.84% + 5.84% + 13.16% + 13.97% + 11.34% + 11.34% + 3.19% + 3.19%
ETM Rank
#2 of 12#4 of 12
Fund Size
₹1,405 Crs
Return (p.a)
+ 19.39% + 61.91% + 15.90% + 129.91% + 8.83% + 8.83% + 23.27% + 40.13% + 3.53% + 3.53% + 23.10% + 24.88% + 13.03% + 13.03% -1.05% -1.05%
ETM Rank
#4 of 12
#8 of 12
Fund Size
₹42 Crs
Return (p.a)
+ 18.94% + 60.24% + 14.24% + 110.37% + 10.06% + 10.06% + 19.18% + 32.48% + 5.47% + 5.47% + 17.53% + 18.76% + 12.70% + 12.70% + 1.26% + 1.26%
ETM Rank
#8 of 12
#3 of 12
Fund Size
₹452 Crs
Return (p.a)
+ 18.67% + 59.19% + 15.79% + 128.68% + 10.70% + 10.70% + 13.04% + 21.42% + 8.02% + 8.02% + 7.31% + 7.68% + 9.38% + 9.38% + 3.94% + 3.94%
ETM Rank
#3 of 12
#11 of 12
Fund Size
₹1,172 Crs
Return (p.a)
+ 18.60% + 58.91% N.A. N.A. + 13.34% + 13.34% + 21.94% + 37.66% + 8.58% + 8.58% + 20.59% + 22.14% + 15.23% + 15.23% + 4.44% + 4.44%
ETM Rank
#11 of 12
Fund Size
₹714 Crs
Return (p.a)
+ 15.63% + 47.77% N.A. N.A. + 13.64% + 13.64% + 14.53% + 24.05% + 8.19% + 8.19% + 14.43% + 15.36% + 13.56% + 13.56% + 2.65% + 2.65%
ETM Rank
#12 of 12Fund Size
₹1,717 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 8.75% + 8.75% N.A. N.A. + 5.51% + 5.51% N.A. N.A. + 8.87% + 8.87% + 1.67% + 1.67%
ETM Rank
UnrankedFund Size
₹652 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 12.48% + 12.48% N.A. N.A. + 8.25% + 8.25% + 12.38% + 13.12% + 11.42% + 11.42% + 2.97% + 2.97%
ETM Rank
Unranked
Unranked
Fund Size
₹2,491 Crs
Return (p.a)
N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A. + 5.81% + 5.81% N.A. N.A.N.A. N.A. + 1.81% + 1.81%
ETM Rank
UnrankedUnranked
Fund Size
₹994 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 10.51% + 10.51% N.A. N.A. + 4.42% + 4.42% + 14.99% + 15.97% + 12.29% + 12.29% -0.23% -0.23%
ETM Rank
Unranked
Show all funds
Thematic Funds Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 22.23% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Thematic Funds?
It is quite easy to invest in Thematic mutual funds on ET Money. Here are the steps that you have to follow.
- Register online on ET Money app or website
- Head to Mutual Funds sections and choose the Thematic fund you want to invest in.
- Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
- Provide your KYC details (Pan number, Bank details) and complete your investment.
Frequently Asked Questions
Which are the best Thematic Mutual Funds to invest in 2023?
These are top 5 Thematic funds you can invest in 2023
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| Franklin India Opportunities Fund | Equity | Unranked | 15.65 % p.a. | |
| UTI Transportation and Logistics Fund | Equity | Unranked | 9.8 % p.a. | |
| Edelweiss Recently Listed IPO Fund | Equity | Unranked | 17.07 % p.a. | |
| HSBC Business Cycles Fund | Equity | Unranked | 13.45 % p.a. | |
| ICICI Prudential Exports and Services Fund | Equity | Unranked | 14.89 % p.a. |
How long should I stay invested in Thematic Mutual Funds?
Since Thematic Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Thematic Mutual Funds invest?
Thematic Funds have to invest 80% of their assets in stocks tied to a particular theme. For instance, a Thematic Infrastructure Fund will invest in stocks related to the theme of infrastructure. This means they invest in companies connected to the development of infrastructure of our country like those operating in steel, cement, construction sectors.
Are Thematic Mutual Funds high risk?
Thematic Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can i earn from Thematic ?
Thematic Funds have on an average delivered 13.85% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 26.3% and 17.41% p.a.
Should i invest in Thematic Mutual Funds?
Thematic Funds are some of the riskiest Mutual Funds. Although they are more diversified than Sectoral Funds, they still carry high risk. That's because their success depends on the theme playing out as expected. If it doesn't, then none of the stocks will perform, resulting in massive underperformance. These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds.
