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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
Taurus Ethical Fund
Taurus Mutual Fund
136.86 -2.51% 3.49% -2.36% 8.08% 8.13% 0.15 13.4% 1.35% — 151/250
Tata Business Cycle Fund
Tata Mutual Fund
19.29 -6.80% 7.05% -2.49% 9.62% 13.08% 0.24 15.3% 0.90% 278 152/250
Kotak Quant Fund
Kotak Mahindra Mutual Fund
14.57 -4.11% 5.10% -2.49% 12.13% — 0.38 15.0% 1.58% 415 153/250
Aditya Birla Sun Life Conglomerate Fund
Aditya Birla Sun Life Mutual Fund
10.37 -6.32% 7.91% -2.72% — — — 16.7% 1.04% 126 154/250
SBI BANKING & FINANCIAL SERVICES FUND
SBI Mutual Fund
46.65 -6.44% 3.54% -2.89% 14.19% 11.59% 0.52 16.3% 1.21% — 155/250
Invesco India PSU Equity Fund
Invesco Mutual Fund
73.71 -6.41% -0.90% -3.03% 17.20% 19.30% 0.50 17.8% 1.25% 633 156/250
Helios Financial Services Fund
Helios Mutual Fund
11.27 -6.08% 7.95% -3.18% — — — 18.7% 1.15% 66 157/250
Nippon India MNC Fund
Nippon India Mutual Fund
10.16 -5.70% 5.36% -3.19% — — — 13.2% 1.31% 65 158/250
Franklin Build India Fund
Franklin Templeton Mutual Fund
156.66 -9.02% 0.02% -3.42% 14.16% 17.18% 0.48 14.7% 1.13% 834 159/250
Axis Momentum Fund
Axis Mutual Fund
8.74 -2.78% 3.92% -3.53% — — — 16.0% 2.39% 62 160/250
Nippon India Quant Fund
Nippon India Mutual Fund
74.29 -5.88% 1.32% -3.54% 11.75% 12.19% 0.38 14.1% 0.87% 38 161/250
LIC MF Banking and Financial Services Fund
LIC Mutual Fund
22.80 -8.17% 2.92% -3.55% 5.82% 8.95% -0.01 17.3% 1.65% 25 162/250
UTI Quant Fund
UTI Mutual Fund
10.08 -4.05% 5.18% -3.56% — — — 13.5% 0.98% 113 163/250
UTI - MNC Fund
UTI Mutual Fund
426.93 -3.62% 7.81% -3.58% 7.64% 7.41% 0.13 12.2% 1.52% 271 164/250
BANDHAN Infrastructure Fund
Bandhan Mutual Fund
55.82 -6.49% 10.59% -3.58% 14.39% 16.21% 0.43 17.0% 1.04% 304 165/250
TATA HOUSING OPPORTUNITIES FUND
Tata Mutual Fund
15.12 -5.34% 10.12% -3.60% 6.63% — 0.04 16.3% 1.10% 47 166/250
WhiteOak Capital Digital Bharat Fund
WhiteOak Capital Mutual Fund
9.82 2.40% 14.03% -3.65% — — — 17.3% 1.41% 44 167/250
Invesco India ESG Integration Strategy Fund
Invesco Mutual Fund
17.69 -1.45% 11.75% -3.81% 8.09% 6.31% 0.14 14.8% 1.29% 22 168/250
UTI - Transportation and Logistics Fund
UTI Mutual Fund
322.30 -2.07% 9.11% -3.87% 16.10% 18.45% 0.59 18.3% 0.97% 549 169/250
Bank of India Consumption Fund
Bank of India Mutual Fund
10.69 -2.11% 8.31% -3.95% — — — 13.0% 1.52% 21 170/250
ICICI Prudential Equity Minimum Variance Fund
ICICI Prudential Mutual Fund
10.15 -4.69% 2.84% -4.34% — — — 12.5% 1.81% 837 171/250
Kotak Consumption Fund
Kotak Mahindra Mutual Fund
14.01 -4.06% 9.18% -4.39% — — — 15.2% 0.87% 445 172/250
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI Prudential Mutual Fund
17.12 -6.40% 3.76% -4.41% 9.62% — 0.25 15.0% 1.22% 705 173/250
SBI ESG Exclusionary Strategy Fund
SBI Mutual Fund
248.62 -4.80% 5.30% -4.64% 7.61% 7.46% 0.12 14.4% 1.50% — 174/250
HDFC Infrastructure Fund
HDFC Mutual Fund
50.10 -6.58% 4.75% -4.85% 12.82% 18.04% 0.41 14.8% 1.33% 690 175/250
Bandhan Business Cycle Fund
Bandhan Mutual Fund
9.59 -4.55% 7.81% -5.13% — — — 15.3% 0.99% 79 176/250
WhiteOak Capital Quality Equity Fund
WhiteOak Capital Mutual Fund
9.92 -3.48% 6.54% -5.25% — — — 12.2% 1.03% 13 177/250
ICICI Prudential Business Cycle Fund
ICICI Prudential Mutual Fund
24.78 -6.91% 2.78% -5.31% 13.49% 14.18% 0.58 14.3% 1.01% 3,614 178/250
DSP Quant Fund
DSP Mutual Fund
21.13 -4.00% 2.06% -5.41% 5.64% 3.87% -0.03 13.7% 1.01% 344 179/250
Axis ESG Integration Strategy Fund
Axis Mutual Fund
21.45 -5.09% 3.72% -5.46% 7.71% 4.95% 0.14 12.4% 1.83% 91 180/250
ICICI Prudential Banking & Financial Services Fund
ICICI Prudential Mutual Fund
142.18 -5.72% 5.87% -5.47% 8.68% 8.89% 0.19 15.2% 1.25% 5,625 181/250
UTI Innovation Fund
UTI Mutual Fund
11.21 -1.56% 18.30% -5.58% — — — 18.8% 1.21% 44 182/250
Baroda BNP Paribas Business Conglomerates Fund
Baroda BNP Paribas Mutual Fund
9.44 -4.93% 3.07% -5.81% — — — 14.9% 0.93% 21 183/250
Taurus Banking & Financial Services Fund
Taurus Mutual Fund
56.52 -7.33% 2.58% -5.91% 6.67% 8.35% 0.04 16.0% 1.84% — 184/250
SBI Quant Fund
SBI Mutual Fund
9.02 -7.75% -4.97% -6.05% — — — 14.9% 1.62% — 185/250
Axis Services Opportunities Fund
Axis Mutual Fund
9.26 -7.12% 8.18% -6.18% — — — 15.1% 0.91% 49 186/250
QUANTUM ESG BEST IN CLASS STRATEGY FUND
Quantum Mutual Fund
23.50 -2.81% 6.05% -6.30% 6.59% 6.39% 0.04 14.9% 0.82% 80 187/250
360 ONE QUANT FUND
360 ONE Mutual Fund
18.89 -2.80% 3.84% -6.30% 13.12% — 0.41 15.7% 1.16% 292 188/250
Kotak ESG Exclusionary Strategy Fund
Kotak Mahindra Mutual Fund
17.28 -4.79% 2.13% -6.37% 7.45% 6.71% 0.10 14.4% 1.16% 49 189/250
SBI Equity Minimum Variance Fund
SBI Mutual Fund
22.85 -6.64% 1.91% -6.39% 5.68% 7.18% -0.03 11.6% 0.53% — 190/250
WhiteOak Capital ESG Best-In-Class Strategy Fund
WhiteOak Capital Mutual Fund
9.82 -3.78% 5.82% -6.43% — — — 13.2% 0.98% 2 191/250
Samco Flexi Cap Fund
Samco Mutual Fund
9.87 -6.36% 3.57% -6.62% -3.74% — -0.56 16.1% 1.83% — 192/250
Motilal Oswal Quant Fund
Motilal Oswal Mutual Fund
9.59 -4.68% 1.84% -6.65% — — — 16.7% 1.83% — 193/250
Canara Robeco Consumption Fund
Canara Robeco Mutual Fund
117.80 -4.50% 7.49% -6.88% 9.09% 10.34% 0.21 15.5% 0.96% 247 194/250
Mirae Asset Great Consumer Fund
Mirae Asset Mutual Fund
105.92 -4.30% 8.25% -7.01% 9.29% 11.34% 0.23 15.3% 0.66% 765 195/250
Sundaram Multi-Factor Fund
Sundaram Mutual Fund
9.37 -5.00% 0.21% -7.06% — — — 14.4% 1.77% 82 196/250
Bandhan Multi-Factor Fund
Bandhan Mutual Fund
9.14 -8.35% -4.73% -7.15% — — — 13.7% 2.58% 35 197/250
Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Mutual Fund
170.14 8.57% 8.41% -7.56% 3.51% 3.40% -0.14 18.9% 1.06% 1,189 198/250
HDFC Housing Opportunities Fund
HDFC Mutual Fund
22.17 -6.66% 2.88% -7.59% 7.99% 10.49% 0.11 16.0% 1.39% 167 199/250
Bajaj Finserv Consumption Fund
Bajaj Finserv Mutual Fund
9.03 -3.63% 9.37% -7.72% — — — 14.7% 1.24% 45 200/250

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.