Top 7 thematic mutual funds with up to 22.03% SIP returns in 10 years: Rs 15,000 monthly SIP investment in No 1 fund has jumped to Rs 57,63,169; know about others
Top 7 Thematic Mutual Funds With Best SIP Returns in 10 Years: Thematic mutual funds are equity funds that invest their money in special themes such as real estate and pharma. The category has given 33.95 per cent return in 1 year, 15.93 per cent in 3 years, 21.87 per cent in 5 years, and 13.87 per cent in 10 years, as per Value Research data.
Top 7 Thematic Mutual Funds With Highest SIP Returns in 10 Years: Sometimes investment in themes such as manufacturing, real estate, pharma, or innovation attracts investors since they feel that these are likely to perform well in the long run. But, at the same time, they also feel risky in directly investing them through the stock market. For such investors, the thematic mutual fund is a category to invest in. As per Securities Exchange Board of India's (Sebi) instructions, thematic mutual funds need to have at least 80 per cent of their investments in stocks of a particular sector/theme. Such a high exposure to a particular theme makes thematic mutual funds ideal to get the maximum output from that. Returns are high when the theme is going through a purple patch, but it can be risky if the theme goes through a slump and takes time to recover. So, thematic mutual funds are good for investors with long-term investment horizon. In this write-up, we will take you through the top 7 thematic mutual funds that have given the highest annualised SIP returns (XIRR) in the 10-year period. Also know how a Rs 15,000 monthly investment in each of them has panned out in the last decade.
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Franklin India Opportunities Fund - Direct Plan
The thematic fund has given 22.03 per cent annualised SIP returns in the 10-year time frame.
It has assets under management (AUM) of Rs 5,623 crore, while its net asset value (NAV) is Rs 266.4538.
Benchmarked against NIFTY 500 TRI, the fund given 19.09 per cent annualised returns since its launch in January 2013.
Franklin India Opportunities Fund - Direct Plan
With an expense ratio of 0.50 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund in 10 years, or a total investment of Rs 18,00,000, has converted into Rs 57,63,169.
Nippon India ETF Nifty Dividend Opportunities 50
The ETF has given 18.73 per cent annualised SIP returns in the 10-year period.
It has AUM of Rs 57 crore, while its NAV is Rs 82.3548.
Benchmarked against NIFTY Div Opps 50 TRI, the fund given 15.95 per cent annualised returns since its inception in April 2014.
Nippon India ETF Nifty Dividend Opportunities 50
At an expense ratio of 0.37 per cent, the fund has Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the ETF has grown to Rs 48,22,750 in 10 years.
HSBC Business Cycles Fund - Direct Plan
The fund has given 18.75 per cent annualised SIP returns in 10 years.
It has AUM of Rs 995 crore, while its NAV is Rs 45.8380.
Benchmarked against NIFTY 500 TRI, the fund given 16.03 per cent annualised returns since its debut in August 2014.
HSBC Business Cycles Fund - Direct Plan
With an expense ratio of 1.21 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has jumped to Rs 48,27,393 in the 10-year time frame.
ICICI Prudential Exports and Services Fund - Direct Plan
The fund has given 18.18 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 1,483 crore, while its NAV is Rs 172.0400.
Benchmarked against BSE 500 TRI, the fund given 20.26 per cent annualised returns since its beginning in January 2013.
ICICI Prudential Exports and Services Fund - Direct Plan
With an expense ratio of 1.67 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has swelled to Rs 46,81,662 in the 10-year period.
Nippon India Quant Fund - Direct Plan
The fund has given 18 per cent annualised SIP returns in the 10-year time frame.
It has an asset base of Rs 83 crore, while its unit price is Rs 73.7796.
Benchmarked against BSE 200 TRI, the fund given 14.74 per cent annualised returns since its starting in January 2013.
Nippon India Quant Fund - Direct Plan
At an expense ratio of 0.41 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has grown to Rs 46,35,590 in 10 years.
SBI Magnum COMMA Fund - Direct Plan
The fund has given 18.08 per cent annualised SIP returns in 10 years.
It AUM is Rs 655 crore, while its NAV is Rs 106.9256.
Benchmarked against NIFTY Commodities TRI, the fund given 14.38 per cent annualised returns since its inception in January 2013.
SBI Magnum COMMA Fund - Direct Plan
With an expense ratio of 1.89 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 15,000 monthly SIP in the fund has jumped to Rs 46,56,800 in the 10-year time frame.
Taurus Ethical Fund - Direct Plan
The fund has given 17.29 per cent annualised SIP returns in the 10-year period.
It has an asset base of Rs 251 crore, while its unit price is Rs 145.4900.
Benchmarked against BSE 500 Shariah TRI, the fund given 16.53 per cent annualised returns since its launch in January 2013.
Taurus Ethical Fund - Direct Plan
At an expense ratio of 1.35 per cent, the fund has Rs 500 as the minimum SIP and lump sum investment.
A Rs 15,000 monthly SIP in the fund has swelled to Rs 44,62,733 in the 10-year period.