Best Sectoral/ Thematic Mutual Funds

Sectoral and Thematic funds concentrate on a single sector or investment theme, so they are undiversified by design. Returns depend heavily on entering and exiting the theme at the right point in its cycle.

We currently track 185 direct-plan Sectoral/ Thematic schemes from 24 fund houses with a median 5-year CAGR of 10.8%. Every figure below is calculated from official daily NAV history and refreshed each day. Use the column headers to re-rank the table by any period — the best 1-year performer is often not the best over 5 or 10 years, which is exactly why we default to the longer horizon.

Showing 50 of 185 schemes · sorted by Y5 low to high · page 1 of 4

Rank by1Y CAGR 3Y CAGR 5Y CAGR 10Y CAGR

Sort by1M 6M 1Y 3Y 5Y 10Y

Mutual funds with CAGR across 1, 3, 5 and 10 year horizons
#	Fund	Category	NAV	Today	1Mreturn	6Mreturn	1YCAGR	3YCAGR	5YCAGR	10YCAGR
1	Tata Digital India Fund - Direct Plan - Growth OptionTata · #135800	Sectoral/ Thematic	₹46.17	-0.17%	-3.86%	-0.35%	-14.76%	+3.60%	+2.26%	+17.10%
2	ICICI Prudential Technology Fund - Direct Plan - GrowthICICI Prudential · #120594	Sectoral/ Thematic	₹193.89	-0.44%	-2.33%	+1.17%	-11.80%	+4.78%	+2.57%	+17.02%
3	ICICI Prudential FMCG Fund - Direct Plan - GrowthICICI Prudential · #120587	Sectoral/ Thematic	₹421.30	-1.44%	-2.73%	-6.44%	-18.94%	-4.68%	+2.97%	+8.91%
4	Aditya Birla Sun Life Digital India Fund - Direct Plan - GROWTHAditya Birla Sun Life · #120539	Sectoral/ Thematic	₹172.75	-0.35%	-2.01%	+5.30%	-9.52%	+3.48%	+3.43%	+17.07%
5	Aditya Birla Sun Life MNC Fund - Direct Plan - GROWTHAditya Birla Sun Life · #119646	Sectoral/ Thematic	₹1,355.23	-0.02%	-5.51%	-0.75%	-10.99%	+4.51%	+4.40%	+7.85%
6	Axis ESG Integration Strategy Fund - Direct Plan - Growth OptionAxis · #147928	Sectoral/ Thematic	₹21.54	-0.09%	-4.10%	-0.74%	-6.75%	+7.35%	+4.43%	—
7	Tata Ethical Fund - Direct Plan - Growth OptionTata · #119172	Sectoral/ Thematic	₹393.24	-0.28%	-3.43%	-3.08%	-9.64%	+3.30%	+5.03%	+10.83%
8	Aditya Birla Sun Life ESG Integration Strategy Fund - Direct Plan - GROWTHAditya Birla Sun Life · #148637	Sectoral/ Thematic	₹18.38	-0.49%	-3.47%	-1.34%	-4.32%	+9.34%	+5.53%	—
9	QUANTUM ESG BEST IN CLASS STRATEGY FUND - Direct Plan - Growth OptionQuantum · #147372	Sectoral/ Thematic	₹23.51	+0.47%	-4.89%	-0.51%	-7.19%	+6.47%	+5.82%	—
10	Kotak ESG Exclusionary Strategy Fund - Direct Plan - Growth OptionKotak Mahindra · #148606	Sectoral/ Thematic	₹17.15	-0.60%	-4.39%	-4.15%	-8.99%	+6.71%	+6.08%	—
11	SBI TECHNOLOGY OPPORTUNITIES FUND - Direct Plan - GrowthSBI · #120578	Sectoral/ Thematic	₹223.36	-0.46%	-2.01%	+4.28%	-10.27%	+7.86%	+6.32%	+16.81%
12	Franklin India Technology Fund - Direct Plan - GrowthFranklin Templeton · #118537	Sectoral/ Thematic	₹503.73	-0.45%	-3.03%	+2.04%	-12.00%	+7.60%	+6.52%	+16.14%
13	SBI ESG Exclusionary Strategy Fund - Direct Plan - GrowthSBI · #119709	Sectoral/ Thematic	₹246.27	-0.36%	-4.41%	-2.51%	-6.95%	+6.89%	+6.53%	+11.18%
14	SBI Equity Minimum Variance Fund - Direct Plan - GrowthSBI · #146643	Sectoral/ Thematic	₹22.61	-0.79%	-4.97%	-2.79%	-8.30%	+5.17%	+6.65%	—
15	UTI - MNC Fund - Direct Plan - GrowthUTI · #120682	Sectoral/ Thematic	₹424.12	-0.03%	-4.35%	+3.17%	-4.66%	+6.98%	+6.70%	+9.93%
16	Taurus Ethical Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus · #118877	Sectoral/ Thematic	₹89.16	-0.38%	-6.92%	-2.92%	-6.84%	+6.60%	+6.77%	+11.81%
17	SBI MNC FUND - Direct Plan - GrowthSBI · #119711	Sectoral/ Thematic	₹435.88	+0.53%	-4.26%	+12.07%	+12.39%	+5.97%	+7.14%	+11.01%
18	Taurus Ethical Fund - Direct Plan - GrowthTaurus · #118876	Sectoral/ Thematic	₹135.21	-0.38%	-5.25%	-1.17%	-5.17%	+7.23%	+7.15%	+12.00%
19	Aditya Birla Sun Life Consumption Fund - Direct Plan - GROWTHAditya Birla Sun Life · #119591	Sectoral/ Thematic	₹225.39	-0.65%	-4.13%	-0.81%	-10.19%	+6.81%	+7.64%	+12.92%
20	Taurus Banking & Financial Services Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus · #118869	Sectoral/ Thematic	₹56.56	-0.12%	-2.80%	-3.42%	-6.76%	+7.15%	+8.08%	+12.19%
21	Taurus Banking & Financial Services Fund - Direct Plan - GrowthTaurus · #118868	Sectoral/ Thematic	₹57.22	-0.12%	-2.80%	-3.41%	-6.76%	+7.15%	+8.09%	+12.23%
22	Taurus Infrastructure Fund - Direct Plan - GrowthTaurus · #118879	Sectoral/ Thematic	₹61.67	-0.63%	-7.07%	-8.41%	-16.36%	+4.39%	+8.16%	+11.92%
23	Taurus Infrastructure Fund - Direct Plan - Income Distribution cum Capital WithdrawalTaurus · #118880	Sectoral/ Thematic	₹57.44	-0.62%	-7.07%	-8.39%	-16.35%	+4.39%	+8.16%	+11.93%
24	SBI COMMA FUND - Direct Plan - GrowthSBI · #119705	Sectoral/ Thematic	₹119.28	-0.13%	-6.68%	-2.18%	+3.97%	+13.30%	+8.38%	+14.13%
25	Franklin Asian Equity Fund - Direct Plan - GrowthFranklin Templeton · #118559	Sectoral/ Thematic	₹48.16	-1.07%	-3.12%	+14.46%	+29.68%	+22.07%	+8.41%	+10.36%
26	ICICI Prudential Banking & Financial Services Fund - Direct Plan - GrowthICICI Prudential · #120244	Sectoral/ Thematic	₹144.07	-0.02%	-2.08%	-0.61%	-5.34%	+9.03%	+8.45%	+11.88%
27	LIC MF Banking and Financial Services Fund - Direct Plan - GrowthLIC · #134017	Sectoral/ Thematic	₹23.05	+0.26%	-6.72%	-3.07%	-4.75%	+5.89%	+8.53%	+8.50%
28	ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - GrowthICICI Prudential · #148516	Sectoral/ Thematic	₹21.62	-0.32%	-4.08%	-2.96%	-10.85%	+9.65%	+8.54%	—
29	ICICI Prudential QUANT FUND - Direct Plan - GrowthICICI Prudential · #148600	Sectoral/ Thematic	₹22.72	-0.35%	-2.82%	-0.57%	-3.81%	+9.98%	+8.89%	—
30	Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund) - Direct Plan - GROWTHSundaram · #119595	Sectoral/ Thematic	₹97.86	-0.59%	-6.40%	+2.17%	-10.10%	+6.26%	+8.95%	+10.73%
31	Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - GROWTHAditya Birla Sun Life · #125597	Sectoral/ Thematic	₹68.01	-0.09%	-3.59%	-0.89%	-1.19%	+8.59%	+9.32%	+11.91%
32	SBI CONSUMPTION OPPORTUNITIES FUND - Direct Plan - GrowthSBI · #120575	Sectoral/ Thematic	₹304.42	-0.63%	-3.92%	-5.42%	-13.38%	+3.32%	+9.38%	+13.36%
33	HDFC Housing Opportunities Fund - Direct Plan - Growth OptionHDFC · #141924	Sectoral/ Thematic	₹21.94	-0.32%	-4.60%	-5.03%	-9.56%	+6.85%	+9.56%	—
34	ICICI Prudential MNC Fund - Direct Plan - GrowthICICI Prudential · #147346	Sectoral/ Thematic	₹31.33	+0.35%	-3.93%	+3.16%	+1.16%	+8.91%	+10.04%	—
35	UTI - Banking and Financial Services Fund - Direct Plan - GrowthUTI · #120733	Sectoral/ Thematic	₹216.59	-0.33%	-2.69%	-0.72%	-1.65%	+11.47%	+10.17%	+10.73%
36	ICICI Prudential Bharat Consumption Fund - Direct Plan - GrowthICICI Prudential · #146951	Sectoral/ Thematic	₹25.29	-0.78%	-5.00%	+1.00%	-8.70%	+7.41%	+10.22%	—
37	Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth OptionBaroda BNP Paribas · #149141	Sectoral/ Thematic	₹16.59	-0.15%	-3.44%	+2.63%	+0.27%	+11.65%	+10.35%	—
38	Baroda BNP Paribas Banking and Financial Services Fund - Direct Plan - Growth OptionBaroda BNP Paribas · #119333	Sectoral/ Thematic	₹54.02	-0.03%	-4.22%	+0.71%	-0.52%	+13.00%	+10.51%	+11.83%
39	Tata Resources & Energy Fund - Direct Plan - Growth OptionTata · #135813	Sectoral/ Thematic	₹54.71	+0.42%	-5.52%	-1.19%	+1.74%	+13.69%	+10.61%	+15.47%
40	Edelweiss Recently Listed IPO Fund - Direct Plan - GrowthEdelweiss · #142388	Sectoral/ Thematic	₹35.82	-0.09%	-1.00%	+24.96%	+21.86%	+17.26%	+10.68%	—
41	HDFC Banking & Financial Services Fund - Direct Plan - Growth OptionHDFC · #148986	Sectoral/ Thematic	₹18.35	-0.10%	-3.19%	-0.10%	+0.99%	+11.11%	+10.85%	—
42	Tata Banking & Financial Services Fund - Direct Plan - Growth OptionTata · #135793	Sectoral/ Thematic	₹49.68	+0.22%	-4.68%	-0.83%	-2.01%	+10.20%	+10.98%	+14.18%
43	SBI BANKING & FINANCIAL SERVICES FUND - Direct Plan - GrowthSBI · #133859	Sectoral/ Thematic	₹47.48	+0.18%	-2.23%	-2.53%	-2.50%	+14.59%	+11.29%	+14.77%
44	Sundaram Services Fund - Direct Plan - GROWTHSundaram · #144835	Sectoral/ Thematic	₹38.17	-0.30%	-4.69%	+6.26%	-0.85%	+12.29%	+11.51%	—
45	Nippon India Quant Fund - Direct Plan - Growth OptionNippon India · #118769	Sectoral/ Thematic	₹74.34	-0.14%	-4.78%	-3.84%	-4.98%	+11.53%	+11.53%	+13.58%
46	Tata India Consumer Fund - Direct Plan - Growth OptionTata · #135805	Sectoral/ Thematic	₹53.57	+0.35%	-2.88%	+11.27%	+2.03%	+13.11%	+11.72%	+16.40%
47	UTI - Infrastructure Fund - Direct Plan - GrowthUTI · #120728	Sectoral/ Thematic	₹142.66	-0.37%	-5.14%	-2.08%	-3.82%	+10.44%	+11.86%	+11.91%
48	Tata Business Cycle Fund - Direct Plan - Growth OptionTata · #149071	Sectoral/ Thematic	₹19.18	+0.26%	-6.21%	-0.27%	-3.94%	+9.10%	+12.49%	—
49	Aditya Birla Sun Life International Equity Fund - Direct Plan - GROWTHAditya Birla Sun Life · #119517	Sectoral/ Thematic	₹57.68	-1.09%	+0.61%	+9.80%	+18.08%	+22.69%	+12.55%	+14.02%
50	Sundaram Financial Services Opportunities Fund - Direct Plan - GROWTHSundaram · #119597	Sectoral/ Thematic	₹119.29	+0.42%	-4.11%	-0.03%	+2.58%	+11.11%	+12.57%	+14.07%

Sectoral/ Thematic funds — frequently asked questions

Which Sectoral/ Thematic fund has the highest 5-year CAGR?

LIC MF Infrastructure Fund - Direct Plan - Growth currently leads the Sectoral/ Thematic category with a 5-year CAGR of 20.4%. Past returns describe what already happened and do not predict future performance — treat the ranking as a starting point for research, not a recommendation.

What is a good 5-year return for a Sectoral/ Thematic fund?

Across the 185 Sectoral/ Thematic schemes we track, the median 5-year CAGR is 10.8%. Comparing a fund against that median, rather than against the category's single best performer, is a more realistic benchmark.

How is CAGR calculated on this page?

CAGR is the compound annual growth rate between the NAV on the horizon start date and the latest NAV, using growth-plan NAVs published by the AMCs. Where a scheme's NAV history has a gap or a re-denomination, we adjust for it rather than report a distorted figure. Expense ratios are already reflected in NAV; exit loads and taxes are not.

Why does this list only show direct plans?

Direct plans have no distributor commission, so their expense ratio is lower and their NAV growth is higher than the regular plan of the same scheme. Showing both would list every fund twice, so we rank direct plans only.