Top Thematic Mutual Funds: Rs 5 lakh one-time investment in 3 schemes has grown to at least Rs 20 lakh in 5 years; see list
Thematic funds are a unique category of mutual funds that focus on pre-determined themes or trends in the market and do not follow conventional investment strategies. In this article, we will cover some of the top-performing thematic mutual funds in the last years as of January 2025. Read on to learn more about some of the top-performing Thematic MF schemes.
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Thematic Mutual Funds: Do you also invest in mutual funds? Here's one category that has drawn huge investor interest as well as has turned out to be highly rewarding. Primarily, Thematic Mutual Funds are open-ended equity schemes that invest in stocks of companies aligning with a particular theme or idea. So, unlike conventional mutual funds that categorise investments based on market capitalisation, investment style or sector, thematic funds focus on a pre-determined theme or idea.
Say for example, if the thematic fund is based on Environmental, Social and Governance (ESG) theme, it will invest in companies that are leaders in this area. And the companies can be from across sectors including, financial services, tech or consumer durable etc.
In this write-up we are focusing on top-performing thematic mutual funds. Seven of the funds within the category have delivered a staggering annualised return of between 30-36 per cent in the last 5 years.
Seven funds have delivered annualised returns to the tune of 30-36 per cent in the last 5 years, according to mutual fund industry body AMFI's website, amfiindia.com. These funds are: Quant Infrastructure Fund, DSP Healthcare Fund, ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund, Tata Digital India Fund, Bandhan Infrastructure Fund, Invesco India Infrastructure Fund and SBI Healthcare Opportunities Fund.
Top Thematic Mutual Funds | Take a look at the top-performing thematic funds as of January 2025
|
Scheme |
Benchmark |
5-year Annualised return (%)- Direct Plan |
|
Quant Infrastructure Fund |
Nifty Infra TRI |
36.45 |
|
DSP Healthcare Fund |
BSE Healthcare TRI |
32.64 |
|
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund |
BSE Healthcare TRI |
32.11 |
|
Tata Digital India Fund |
Nifty IT TRI |
30.6 |
|
Bandhan Infrastructure Fund |
BSE India Infra TRI |
30.7 |
|
Invesco India Infrastructure Fund |
BSE India Infra TRI |
31.6 |
|
SBI Healthcare Opportunities Fund |
BSE Healthcare TRI |
31.12 |
Esimated lump sum returns
As per calculations, a lump sum investment of Rs 5 lakh in each of the fund has grown substantially to Rs 19 lakh to Rs 23.69 lakh in the 5-year period. Herein the top fund Quant Infrastructure Fund yielded the highest sum of Rs 23.69 lakhs.
Furthermore, the top three schemes have grown to at least Rs 20 lakh, as per the calculations.
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