Top Thematic Mutual Funds: Rs 5 lakh one time investment in 3 schemes grown to a minimum of Rs 20 lakh in 5 years; see the list
Thematic Mutual Funds: Do you also invest in mutual funds? Here is one category that has attracted a lot of investor interest and has been very rewarding. In particular, Thematic Mutual Funds are open-end mutual funds that invest in the stocks of companies that align with a particular theme or vision. Therefore, unlike traditional mutual funds that divide investments into categories based on market capitalization, investment style or sector, thematic funds focus on a predetermined theme or idea.
Let’s say if the scholarship fund focuses on the topic of Environmental, Social and Governance (ESG), it will invest in companies that are leaders in this area. And companies can come from all sectors including, financial services, technology or long term consumer etc.
In this write-up we are focusing on the best performing mutual funds. Seven funds in the category have delivered impressive annual returns of between 30-36 percent over the past five years.
Seven funds have delivered annualized returns of 30-36 percent over the past 5 years, according to the AMFI fund association’s website, amfiindia.com. These funds are: Quant Infrastructure Fund, DSP Healthcare Fund, ICICI Prudential Pharma Healthcare and Diagnostics (PHD) Fund, Tata Digital India Fund, Bandhan Infrastructure Fund, Invesco India Infrastructure Fund and SBI Healthcare Opportunities Fund.
Top Thematic Mutual Funds | Check out the best performing theme funds from January 2025
|
The program |
Benchmark |
5-year 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 (PHD) 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 |
Estimated lump sum returns
According to statistics, the total investment of Rs 5 lakh in each fund has grown significantly to Rs 19 lakh to Rs 23.69 lakh in a period of 5 years. Here the top fund Quant Infrastructure Fund generated a maximum amount of Rs 23.69 lakhs.
Moreover, the top three schemes have grown to at least Rs 20 lakh, according to statistics.
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