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MNC Thematic Funds

  • Average Return 19.66%
  • No of Funds 5

What is Thematic-MNC 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-MNC 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-MNC Mutual Funds sorted by last 5 year returns

5 funds
ShowReturns forvia
High Growth Portfolio

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 %

SBI

Fund Size

₹6,164 Crs

Return (p.a)

+ 18.40% + 58.14% + 15.50% + 125.15% + 11.31% + 11.31% + 17.54% + 29.47% + 6.19% + 6.19% + 15.77% + 16.82% + 12.80% + 12.80% + 2.59% + 2.59%

ETM Rank

Unranked
UTI

Unranked

Fund Size

₹2,633 Crs

Return (p.a)

+ 13.26% + 39.39% + 12.70% + 93.76% + 9.75% + 9.75% + 13.34% + 21.95% + 5.01% + 5.01% + 12.16% + 12.89% + 9.88% + 9.88% + 0.80% + 0.80%

ETM Rank

Unranked
Aditya Birla SL

Fund Size

₹3,449 Crs

Return (p.a)

+ 9.61% + 27.33% + 11.08% + 77.74% + 12.38% + 12.38% + 9.39% + 15.14% + 7.90% + 7.90% + 10.46% + 11.05% + 11.03% + 11.03% + 2.21% + 2.21%

ETM Rank

Unranked
HDFC

Fund Size

₹436 Crs

Return (p.a)

N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A. + 4.65% + 4.65% N.A. N.A.N.A. N.A. + 1.02% + 1.02%

ETM Rank

Unranked
ICICI Prudential

Fund Size

₹1,453 Crs

Return (p.a)

N.A. N.A.N.A. N.A. + 14.24% + 14.24% + 21.20% + 36.19% + 9.35% + 9.35% + 18.58% + 19.86% + 15.50% + 15.50% + 4.84% + 4.84%

ETM Rank

Unranked

Show all funds

Thematic-MNC Funds Returns Calculator

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SBI Magnum Global Fund
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How to invest in Thematic-MNC Funds?

It is quite easy to invest in Thematic-MNC 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-MNC 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-MNC Mutual Funds to invest in 2023?

These are top 5 Thematic-MNC funds you can invest in 2023

Fund NameFund CategoryETM RankConsistency5 Year Return (Annualized)
SBI Magnum Global FundEquityUnranked
14.29 % p.a.
UTI MNC FundEquityUnranked
9.09 % p.a.
Aditya Birla Sun Life MNC FundEquityUnranked
6.84 % p.a.
HDFC MNC FundEquityUnranked
NA
ICICI Prudential MNC FundEquityUnranked
NA

Since Thematic-MNC Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.

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.

Thematic-MNC Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.

Thematic-MNC Funds have on an average delivered 10.08% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 19.66% and 17.28% p.a.

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.

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