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Consumption Thematic Funds
- Average Return 24.92%
- No of Funds 11
What is Thematic-Consumption 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-Consumption 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
- High conviction portfolios where fund managers take big bets on select stocks
- Risk is controlled by investing in companies of all sizes and across sectors
- Suitable when the markets are expected to be polarised, with few stocks generating all the returns
Top schemes of Thematic-Consumption Mutual Funds sorted by last 5 year returns
11 funds
ShowReturns for
via
Fund Size
₹486 Crs
Return (p.a)
+ 23.77% + 80.08% + 16.67% + 139.68% + 12.90% + 12.90% + 23.90% + 41.42% + 7.54% + 7.54% + 21.26% + 22.89% + 13.10% + 13.10% + 3.12% + 3.12%
ETM Rank
#1 of 8
Fund Size
₹1,507 Crs
Return (p.a)
+ 23.67% + 79.64% + 18.19% + 160.20% + 12.23% + 12.23% + 26.85% + 47.20% + 6.77% + 6.77% + 23.26% + 25.13% + 14.67% + 14.67% + 2.47% + 2.47%
ETM Rank
#2 of 8
Fund Size
₹2,553 Crs
Return (p.a)
+ 21.08% + 68.76% + 18.34% + 162.23% + 12.02% + 12.02% + 21.98% + 37.75% + 5.03% + 5.03% + 20.26% + 21.77% + 13.97% + 13.97% -0.43% -0.43%
ETM Rank
#3 of 8
Fund Size
₹1,140 Crs
Return (p.a)
+ 20.13% + 64.94% + 18.20% + 160.32% + 9.79% + 9.79% + 18.66% + 31.51% + 3.87% + 3.87% + 16.11% + 17.19% + 10.42% + 10.42% -0.57% -0.57%
ETM Rank
#4 of 8
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
₹4,025 Crs
Return (p.a)
+ 19.09% + 60.80% + 17.38% + 149.10% + 10.84% + 10.84% + 18.30% + 30.85% + 5.29% + 5.29% + 15.44% + 16.46% + 11.05% + 11.05% + 0.94% + 0.94%
ETM Rank
#6 of 8
#5 of 8
Fund Size
₹1,597 Crs
Return (p.a)
+ 18.60% + 58.90% N.A. N.A. + 13.51% + 13.51% + 19.45% + 32.98% + 6.56% + 6.56% + 18.61% + 19.94% + 14.49% + 14.49% + 1.76% + 1.76%
ETM Rank
#5 of 8
#7 of 8
Fund Size
₹1,242 Crs
Return (p.a)
+ 17.00% + 52.81% + 14.98% + 118.93% + 12.38% + 12.38% + 18.63% + 31.45% + 6.73% + 6.73% + 18.40% + 19.72% + 12.48% + 12.48% + 0.82% + 0.82%
ETM Rank
#7 of 8
#8 of 8
Fund Size
₹513 Crs
Return (p.a)
+ 13.75% + 41.10% + 11.71% + 83.80% + 8.70% + 8.70% + 12.68% + 20.78% + 3.12% + 3.12% + 9.74% + 10.28% + 7.65% + 7.65% -0.50% -0.50%
ETM Rank
#8 of 8
Fund Size
₹1,039 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 10.94% + 10.94% + 18.29% + 30.84% + 4.86% + 4.86% + 16.43% + 17.54% + 11.97% + 11.97% -0.21% -0.21%
ETM Rank
Unranked
Unranked
Fund Size
₹493 Crs
Return (p.a)
N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A.N.A. N.A. + 0.57% + 0.57%
ETM Rank
Unranked
Fund Size
₹2,050 Crs
Return (p.a)
N.A. N.A.N.A. N.A. + 12.23% + 12.23% + 21.01% + 35.91% + 7.01% + 7.01% + 20.21% + 21.72% + 13.77% + 13.77% + 2.16% + 2.16%
ETM Rank
UnrankedThematic-Consumption 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 23.77% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Thematic-Consumption Funds?
It is quite easy to invest in Thematic-Consumption 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-Consumption 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-Consumption Mutual Funds to invest in 2023?
These are top 5 Thematic-Consumption funds you can invest in 2023
| Fund Name | Fund Category | ETM Rank | Consistency | 5 Year Return (Annualized) |
|---|---|---|---|---|
| Nippon India Consumption Fund | Equity | Unranked | 18.37 % p.a. | |
| SBI Consumption Opportunities Fund | Equity | Unranked | 15.61 % p.a. | |
| Mirae Asset Great Consumer Fund | Equity | Unranked | 16.07 % p.a. | |
| Canara Robeco Consumer Trends Fund | Equity | Unranked | 16.23 % p.a. | |
| Aditya Birla Sun Life India GenNext Fund | Equity | Unranked | 15.19 % p.a. |
How long should I stay invested in Thematic-Consumption Mutual Funds?
Since Thematic-Consumption 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-Consumption 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-Consumption Mutual Funds high risk?
Thematic-Consumption 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-Consumption ?
Thematic-Consumption Funds have on an average delivered 14.35% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 24.92% and 17.66% p.a.
Should i invest in Thematic-Consumption 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.
