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Sectoral/Thematic funds

250 Direct-plan Growth funds ranked. Reference index for beta and alpha: NIFTY 500 TRI (total-return index where available).

Median 1 year
+0.08%
Median 3Y CAGR
+11.62%
Median 5Y CAGR
+10.24%
Median volatility 1Y
15.4%
Median Sharpe (3Y)
0.35
Median 5Y SIP
+10.48%
Median expense ratio
2.39%
Median AUM (Cr)
850

All Sectoral/Thematic funds

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FundNAV3M6M1Y3Y CAGR5Y CAGRSharpeVol 1YExp. ratioAUM (Cr)Rank 1Y
ICICI Prudential Quality Fund
ICICI Prudential Mutual Fund
10.39 -0.57% 9.37% 2.36% — — — 12.3% 1.38% 600 101/250
Sundaram Financial Services Opportunities Fund
Sundaram Mutual Fund
117.71 -5.89% 7.84% 2.35% 10.93% 12.97% 0.29 18.3% 0.92% 211 102/250
Franklin India Opportunities Fund
Franklin Templeton Mutual Fund
288.51 -0.67% 13.64% 2.18% 19.56% 17.66% 0.89 15.2% 0.89% 966 103/250
ITI Banking and Financial Services Fund
ITI Mutual Fund
16.49 -6.82% 6.78% 2.13% 10.06% — 0.24 17.6% 1.08% 11 104/250
Union Business Cycle Fund
Union Mutual Fund
11.64 -4.04% 10.75% 1.93% — — — 15.5% 1.86% 8 105/250
quant Consumption Fund
quant Mutual Fund
10.17 -3.33% 17.18% 1.91% — — — 15.4% 1.73% 47 106/250
Baroda BNP Paribas Business Cycle Fund
Baroda BNP Paribas Mutual Fund
16.58 -2.01% 8.26% 1.87% 11.82% 10.80% 0.42 13.0% 1.04% 18 107/250
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)
Sundaram Mutual Fund
102.68 -7.86% 4.31% 1.77% 13.90% 14.56% 0.46 14.9% 1.79% 33 108/250
Axis Business Cycles Fund
Axis Mutual Fund
17.21 -1.21% 11.68% 1.65% 12.22% — 0.41 15.2% 1.60% 94 109/250
Edelweiss Business Cycle Fund
Edelweiss Mutual Fund
9.03 -0.16% 7.93% 1.60% — — — 16.0% 1.31% 70 110/250
Kotak Energy Opportunities Fund
Kotak Mahindra Mutual Fund
10.39 -4.56% 5.00% 1.45% — — — 15.7% 1.11% 32 111/250
HDFC Banking & Financial Services Fund
HDFC Mutual Fund
18.16 -6.80% 7.90% 1.42% 11.00% 11.29% 0.31 17.2% 0.97% 1,283 112/250
ICICI PRUDENTIAL PSU EQUITY FUND
ICICI Prudential Mutual Fund
21.91 -5.15% 0.41% 1.25% 18.24% — 0.66 13.9% 1.29% 391 113/250
HSBC Business Cycles Fund
HSBC Mutual Fund
47.20 -1.49% 15.54% 1.24% 15.13% — 0.50 17.5% 1.11% 67 114/250
Tata India Consumer Fund
Tata Mutual Fund
52.31 -2.91% 14.60% 1.12% 12.81% 12.38% 0.47 14.5% 0.91% 539 115/250
ICICI Prudential Innovation Fund
ICICI Prudential Mutual Fund
19.22 -2.04% 11.03% 1.05% 17.36% — 0.89 13.3% 1.24% 2,072 116/250
BANDHAN TRANSPORTATION AND LOGISTICS FUND
Bandhan Mutual Fund
20.45 -1.60% 11.80% 0.98% 17.34% — 0.70 17.4% 1.08% 45 117/250
SBI PSU FUND
SBI Mutual Fund
35.94 -6.95% -2.87% 0.95% 17.50% 21.41% 0.55 14.9% 0.97% — 118/250
SBI Energy Opportunities Fund
SBI Mutual Fund
10.75 -6.09% 5.07% 0.82% — — — 15.3% 0.93% — 119/250
Tata India Innovation Fund
Tata Mutual Fund
9.93 -1.80% 14.26% 0.81% — — — 14.2% 0.96% 98 120/250
ICICI Prudential Exports & Services Fund
ICICI Prudential Mutual Fund
179.36 -1.42% 8.30% 0.67% 13.46% 13.10% 0.60 13.3% 1.78% 481 121/250
Baroda BNP Paribas Banking and Financial Services Fund
Baroda BNP Paribas Mutual Fund
53.49 -4.57% 7.79% 0.67% 12.83% 11.00% 0.41 17.2% 1.08% 11 122/250
Kotak Banking and Financial Services Fund
Kotak Mahindra Mutual Fund
16.03 -7.69% 6.64% 0.49% 10.85% — 0.29 17.8% 0.80% 87 123/250
SBI INFRASTRUCTURE FUND
SBI Mutual Fund
52.27 -6.43% 8.36% 0.48% 11.73% 15.14% 0.39 14.6% 1.19% — 124/250
Sundaram Services Fund
Sundaram Mutual Fund
38.00 -2.27% 12.37% 0.46% 12.58% 12.21% 0.46 15.6% 0.84% 389 125/250
HDFC Business Cycle Fund
HDFC Mutual Fund
15.39 -2.02% 14.96% 0.25% 10.26% — 0.30 14.9% 1.13% 220 126/250
Mirae Asset Banking and Financial Services Fund
Mirae Asset Mutual Fund
22.11 -6.54% 4.74% 0.24% 11.14% 11.70% 0.32 16.3% 0.74% 354 127/250
WhiteOak Capital Banking & Financial Services Fund
WhiteOak Capital Mutual Fund
12.79 -5.87% 8.35% 0.16% — — — 17.1% 1.08% 38 128/250
UTI - Banking and Financial Services Fund
UTI Mutual Fund
215.83 -5.34% 7.45% 0.04% 11.62% 10.79% 0.35 16.9% 1.44% 173 129/250
Sundaram Business Cycle Fund
Sundaram Mutual Fund
11.22 -1.61% 17.78% 0.04% — — — 17.0% 1.13% 115 130/250
Shriram Multi Sector Rotation Fund
Shriram Mutual Fund
7.82 -4.89% 7.09% 0.02% — — — 15.4% 1.02% 14 131/250
HDFC MNC Fund
HDFC Mutual Fund
14.03 -1.48% 12.34% -0.11% 6.67% — 0.05 13.9% 1.87% 66 132/250
Canara Robeco Infrastructure Fund
Canara Robeco Mutual Fund
180.58 -7.21% 2.73% -0.18% 17.32% 18.61% 0.63 15.5% 1.15% 230 133/250
HSBC Consumption Fund
HSBC Mutual Fund
15.09 -0.26% 14.42% -0.21% 14.31% — 0.54 15.8% 0.87% 120 134/250
Invesco India Technology Fund
Invesco Mutual Fund
9.58 4.93% 14.32% -0.31% — — — 17.1% 1.02% 60 135/250
ICICI Prudential Infrastructure Fund
ICICI Prudential Mutual Fund
210.26 -6.01% 6.49% -0.57% 15.96% 19.80% 0.61 15.5% 1.30% 3,868 136/250
Nippon India Innovation Fund
Nippon India Mutual Fund
14.70 -2.21% 13.31% -0.81% 12.93% — 0.48 15.6% 0.85% 291 137/250
DSP Business Cycle Fund
DSP Mutual Fund
10.01 -6.14% 4.00% -0.86% — — — 13.8% 1.17% 105 138/250
quant PSU Fund
quant Mutual Fund
10.29 -6.94% 8.88% -1.13% — — — 21.2% 2.22% 196 139/250
Aditya Birla Sun Life Banking and Financial Services Fund
Aditya Birla Sun Life Mutual Fund
67.10 -7.61% 6.37% -1.22% 8.24% 9.75% 0.14 17.3% 1.14% 482 140/250
Tata Banking & Financial Services Fund
Tata Mutual Fund
49.15 -6.26% 5.94% -1.26% 10.02% 11.28% 0.25 17.1% 0.92% 918 141/250
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
11.25 -7.02% -1.64% -1.36% — — — 13.9% 1.57% 26 142/250
BANDHAN FINANCIAL SERVICES FUND
Bandhan Mutual Fund
14.93 -5.34% 9.26% -1.42% 13.47% — 0.47 16.8% 0.99% 54 143/250
Quantum Ethical Fund
Quantum Mutual Fund
9.71 0.52% 9.59% -1.52% — — — 14.1% 0.85% 55 144/250
ITI Bharat Consumption Fund
ITI Mutual Fund
11.41 -1.52% 11.88% -1.69% — — — 14.5% 0.96% 6 145/250
UTI - Infrastructure Fund
UTI Mutual Fund
143.84 -6.51% 4.65% -1.71% 11.04% 12.45% 0.31 14.7% 2.00% 63 146/250
Nippon India Banking & Financial Services Fund
Nippon India Mutual Fund
670.06 -6.86% 6.12% -1.79% 10.18% 12.12% 0.27 16.7% 1.06% 1,456 147/250
Aditya Birla Sun Life ESG Integration Strategy Fund
Aditya Birla Sun Life Mutual Fund
18.44 -2.74% 5.79% -1.81% 9.75% 6.58% 0.27 14.0% 1.43% 36 148/250
ICICI Prudential QUANT FUND
ICICI Prudential Mutual Fund
22.86 -1.59% 5.39% -2.01% 10.38% 9.67% 0.35 13.1% 2.07% 90 149/250
Axis Quant Fund
Axis Mutual Fund
16.20 -6.52% 5.74% -2.11% 7.49% 8.17% 0.10 15.6% 2.71% 147 150/250

Returns are computed by Tradinity from each scheme's own published NAV, so they are net of the fund's expenses. Periods over one year are annualised (CAGR). Past performance does not indicate future returns. Only Growth-option schemes are ranked: an IDCW scheme pays cash out of its NAV, so its NAV understates what an investor earned.