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Energy Thematic Funds
- Average Return 27.92%
- No of Funds 2
What is Thematic-Energy 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-Energy 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-Energy Mutual Funds sorted by last 5 year returns
2 funds
ShowReturns for
via
Unranked
Fund Size
₹284 Crs
Return (p.a)
+ 22.72% + 75.58% N.A. N.A. + 10.26% + 10.26% + 17.57% + 29.51% + 6.07% + 6.07% + 12.43% + 13.18% + 11.35% + 11.35% + 3.18% + 3.18%
ETM Rank
Unranked
Fund Size
₹728 Crs
Return (p.a)
+ 21.50% + 70.39% + 17.99% + 157.31% + 8.69% + 8.69% + 20.51% + 34.89% + 6.39% + 6.39% + 15.48% + 16.45% + 12.57% + 12.57% + 2.60% + 2.60%
ETM Rank
UnrankedThematic-Energy 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 22.72% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Thematic-Energy Funds?
It is quite easy to invest in Thematic-Energy 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-Energy 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
How long should I stay invested in Thematic-Energy Mutual Funds?
Since Thematic-Energy 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-Energy 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-Energy Mutual Funds high risk?
Thematic-Energy 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-Energy ?
Thematic-Energy Funds have on an average delivered 16.86% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 27.92% and 20.77% p.a.
Should i invest in Thematic-Energy 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.
