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Best Thematic Fund 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 62 direct-plan Thematic Fund schemes from 20 fund houses with a median 5-year CAGR of 11.4%. 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 62 schemes · sorted by Y5 low to high · page 1 of 2

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Thematic Fund funds — frequently asked questions

Which Thematic Fund fund has the highest 5-year CAGR?

DSP India T.I.G.E.R. Fund - Direct Plan - Growth currently leads the Thematic Fund category with a 5-year CAGR of 19.6%. 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 Thematic Fund fund?

Across the 62 Thematic Fund schemes we track, the median 5-year CAGR is 11.4%. 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.