Mutual fund analysis · Sectoral / Thematic

Sectoral / Thematic funds: every scheme, ranked by 1 year return

Sectoral / Thematic · 255 schemes at Q2 FY27

Q2 FY27: the median Sectoral / Thematic fund returned +2% over 1 year; 136 of 228 schemes gained. Best Nippon India Taiwan Equity fund +118%.

Rank by

An underlined fund opens its page — holdings, what moved it, and how it behaves. Pages exist for the fund houses whose filings we ingest (SBI, HDFC, Nippon India).

#SchemeFund houseQuarter1 year3 years5 years1 year return, each quarter since Q3 FY24
1Nippon India Taiwan Equity fund Nippon India0%+118%+60%—
2Franklin Asian Equity FundFranklin Templeton−2%+33%+23%+8%
3Motilal Oswal Active Momentum FundMotilal Oswal+5%+29%——
4Nippon India Japan Equity Fund Nippon India+6%+28%+22%+10%
5Kotak Healthcare FundKotak Mahindra+5%+28%——
6HDFC Pharma and Healthcare Fund HDFC+4%+26%——
7HDFC Defence Fund HDFC0%+25%+35%—
8PGIM India Healthcare FundPGIM India+5%+24%——
9Motilal Oswal Special Opportunities FundMotilal Oswal+8%+23%——
10SBI Automotive Opportunities Fund SBI+8%+23%——
11WhiteOak Capital Pharma and Heathcare FundWhiteOak Capital+3%+22%——
12Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life+6%+22%+20%+14%
13Bajaj Finserv Healthcare FundBajaj Finserv+5%+21%——
14Sbi Healthcare Opportunities Fund SBI+3%+20%+22%+17%
15Edelweiss Recently Listed IPO FundEdelweiss+5%+20%+16%+11%
16HSBC India Export Opportunities FundHSBC+7%+20%——
17quant Healthcare Fundquant+5%+20%+19%—
18Mirae Asset Healthcare FundMirae Asset+3%+19%+20%+14%
19Union Active Momentum FundUnion+3%+19%——
20quant ESG Integration Strategy Fundquant−2%+19%+15%+16%
21Kotak MNC FundKotak Mahindra0%+18%——
22Kotak Special Opportunities FundKotak Mahindra+6%+18%——
23Bandhan Innovation FundBandhan+7%+18%——
24BANK OF INDIA Manufacturing & Infrastructure FundBank of India+1%+17%+20%+19%
25Aditya Birla Sun Life Pharma and Healthcare FundAditya Birla Sun Life+2%+17%+19%+13%
26Aditya Birla Sun Life International Equity FundAditya Birla Sun Life+1%+17%+22%+12%
27UTI Healthcare FundUTI+2%+17%+21%+14%
28Samco Active Momentum FundSamco+6%+16%+14%—
29Kotak Manufacture in India FundKotak Mahindra+6%+16%+18%—
30DSP Healthcare FundDSP+3%+16%+19%+14%
31Sbi Mnc Fund SBI+2%+15%+6%+7%
32Nippon India US Equity Opportunities Fund Nippon India+5%+15%+20%+11%
33Hdfc Innovation Fund HDFC+7%+15%——
34ICICI Prudential US Bluechip Equity FundICICI Prudential+5%+14%+15%+12%
35Motilal Oswal Services FundMotilal Oswal+5%+14%——
36Axis Innovation FundAxis+10%+14%+17%+10%
37LIC MF Manufacturing FundLIC0%+14%——
38Invesco India Manufacturing FundInvesco+5%+14%——
39Aditya Birla Sun Life Transportation and Logistics FundAditya Birla Sun Life+9%+13%——
40Axis India Manufacturing FundAxis+4%+13%——
41Motilal Oswal Innovation Opportunities FundMotilal Oswal+1%+13%——
42LIC MF Healthcare FundLIC+3%+13%+19%—
43Aditya Birla Sun Life Infrastructure FundAditya Birla Sun Life0%+13%+16%+16%
44Aditya Birla Sun Life Special Opportunities FundAditya Birla Sun Life+1%+13%+17%+12%
45Nippon India Pharma Fund Nippon India0%+13%+17%+13%
46quant Manufacturing Fundquant−3%+13%+14%—
47DSP Natural Resources And New Energy FundDSP0%+13%+17%+14%
48DSP India T.I.G.E.R. FundDSP−4%+12%+18%+20%
49ITI Pharma and Healthcare FundITI+2%+12%+17%—
50WhiteOak Capital Special Opportunities FundWhiteOak Capital+2%+11%——
51Invesco India Business Cycle FundInvesco−2%+11%——
52quant BFSI Fundquant−3%+11%+19%—
53Baroda BNP Paribas Health and Wellness FundBaroda BNP Paribas+2%+11%——
54Icici Prudential Energy Opportunities FundICICI Prudential−4%+10%——
55Canara Robeco Manufacturing FundCanara Robeco0%+10%——
56Union Innovation & Opportunities FundUnion+5%+10%+16%—
57quant Commodities Fundquant−6%+10%——
58Baroda BNP Paribas Innovation FundBaroda BNP Paribas+1%+10%——
59Groww Banking & Financial Services FundGroww−1%+10%——
60Baroda BNP Paribas Manufacturing FundBaroda BNP Paribas−2%+10%——
61LIC MF Infrastructure FundLIC−2%+9%+21%+20%
62Kotak Pioneer FundKotak Mahindra+2%+9%+19%+14%
63Kotak Infrastructure & Economic Reform FundKotak Mahindra−1%+9%+16%+18%
64SBI COMMA Fund SBI−1%+9%+14%+9%
65quant Infrastructure Fundquant−3%+8%+16%+16%
66Tata India Pharma & Healthcare FundTata0%+8%+17%+13%
67HSBC Infrastructure FundHSBC−2%+8%+14%—
68Kotak Infrastructure & Economic Reform Fund - StandardKotak Mahindra−1%+7%+14%+16%
69Nippon India Active Momentum Fund Nippon India−3%+7%——
70SBI Innovative Opportunities Fund SBI+7%+7%——
71Mahindra Manulife Manufacturing FundMahindra Manulife0%+7%——
72Nippon India Power & Infra Fund Nippon India−4%+7%+17%+19%
73quant Quantamental Fundquant−6%+7%+13%+17%
74quant Momentum Fundquant−5%+7%——
75HDFC Transportation and Logistics Fund HDFC+6%+7%+23%—
76ICICI Prudential Commodities FundICICI Prudential0%+7%+14%+13%
77Motilal Oswal Infrastructure FundMotilal Oswal−3%+7%——
78Samco Special Opportunities FundSamco+5%+6%——
79HDFC Manufacturing fund HDFC+2%+6%——
80DSP Banking & Financial Services FundDSP−4%+6%——
81Aditya Birla Sun Life Business Cycle FundAditya Birla Sun Life0%+6%+11%—
82Icici Prudential Transportation and Logistics FundICICI Prudential+5%+6%+20%—
83ICICI Prudential Active Momentum FundICICI Prudential−2%+6%——
84Kotak Active Momentum FundKotak Mahindra0%+6%——
85Kotak Business CycleKotak Mahindra+1%+6%+15%—
86Motilal Oswal Digital India FundMotilal Oswal+18%+5%——
87Invesco India Infrastructure FundInvesco−5%+5%+17%+17%
88HSBC Financial Services FundHSBC−6%+5%——
89Kotak Transportation & Logistics FundKotak Mahindra+7%+5%——
90Tata Resources & Energy FundTata−1%+5%+13%+10%
91Edelweiss Technology FundEdelweiss+6%+5%——
92Tata Infrastructure FundTata−4%+4%+11%+15%
93Mahindra Manulife Business Cycle FundMahindra Manulife−3%+4%+14%—
94Kotak Business Cycle FundKotak Mahindra+1%+4%+14%—
95quant Business Cycle Fundquant−5%+4%+9%—
96Aditya Birla Sun Life PSU Equity FundAditya Birla Sun Life−5%+4%+16%+20%
97Bank of India Business Cycle FundBank of India+1%+4%——
98ICICI Prudential MNC FundICICI Prudential−3%+4%+8%+10%
99Invesco India Financial Services FundInvesco−6%+4%+14%+12%
100Sundaram Financial Services Opportunities FundSundaram−4%+3%+10%+11%
101Mahindra Manulife Banking & Financial Services FundMahindra Manulife−5%+3%——
102Aditya Birla Sun Life Quant FundAditya Birla Sun Life−3%+3%——
103Franklin India Opportunities FundFranklin Templeton0%+3%+19%+17%
104Sundaram Infrastructure Advantage FundSundaram−7%+3%+14%+14%
105Bandhan Transportation and Logistics FundBandhan+2%+2%+16%—
106Tata India Consumer FundTata0%+2%+12%+11%
107Axis Business Cycles FundAxis0%+2%+11%—
108ITI Banking and Financial Services FundITI−5%+2%+8%—
109HDFC Banking & Financial Services Fund HDFC−5%+2%+10%+10%
110ICICI Prudential Quality FundICICI Prudential0%+2%——
111quant Consumption Fundquant−2%+2%——
112Union Business Cycle FundUnion−3%+2%——
113HSBC Business Cycles FundHSBC0%+2%+14%—
114Baroda BNP Paribas Business Cycle FundBaroda BNP Paribas−2%+2%+10%+9%
115ICICI Prudential Innovation FundICICI Prudential−1%+2%+16%—
116Edelweiss Business Cycle FundEdelweiss0%+2%——
117ICICI Prudential PSU Equity FundICICI Prudential−3%+2%+17%—
118HDFC Business Cycle Fund HDFC0%+2%+9%—
119Sundaram Services FundSundaram−1%+1%+12%+11%
120SBI Energy Opportunities Fund SBI−5%+1%——
121Sbi Infrastructure Fund SBI−5%+1%+11%+15%
122Baroda BNP Paribas Banking and Financial Services FundBaroda BNP Paribas−3%+1%+12%+10%
123SBI PSU Fund SBI−6%+1%+17%+20%
124Tata India Innovation FundTata0%+1%——
125ICICI Prudential Exports & Services FundICICI Prudential−1%+1%+13%+12%
126Kotak Energy Opportunities FundKotak Mahindra−4%+1%——
127Kotak Banking & Financial Services FundKotak Mahindra−7%+1%+9%—
128Motilal Oswal Business Cycle FundMotilal Oswal+8%+1%——
129UTI Banking and Financial Services FundUTI−4%+1%+11%+10%
130HDFC MNC Fund HDFC0%+1%+6%—
131HSBC Consumption FundHSBC+3%+1%+14%—
132ICICI Prudential Infrastructure FundICICI Prudential−5%+1%+16%+19%
133Sundaram Business Cycle FundSundaram0%+1%——
134Mirae Asset Banking and Financial Services FundMirae Asset−6%+1%+10%+10%
135WhiteOak Capital Banking & Financial Services FundWhiteOak Capital−5%0%——
136Motilal Oswal Manufacturing FundMotilal Oswal0%0%——
137Shriram Multi Sector Rotation FundShriram−4%0%——
138Nippon India Innovation Fund Nippon India−1%0%+12%—
139Canara Robeco Infrastructure FundCanara Robeco−6%0%+16%+17%
140UTI Infrastructure FundUTI−5%0%+11%+12%
141quant PSU Fundquant−6%0%——
142Aditya Birla Sun Life Banking and Financial Services FundAditya Birla Sun Life−7%−1%+7%+9%
143Invesco India Technology FundInvesco+4%−1%——
144Tata Banking And Financial Services FundTata−5%−1%+9%+10%
145ITI Bharat Consumption FundITI+1%−1%——
146DSP Business Cycle FundDSP−5%−1%——
147Kotak Quant FundKotak Mahindra−3%−1%+12%—
148Bandhan Financial Services FundBandhan−4%−1%+12%—
149Nippon India Banking & Financial Services Fund Nippon India−6%−1%+9%+11%
150Motilal Owsal Manufacturing FundMotilal Oswal−1%−1%——
151ICICI Prudential Quant FundICICI Prudential0%−1%+10%+9%
152Aditya Birla Sun Life ESG Integration Strategy FundAditya Birla Sun Life−2%−1%+9%+5%
153Quantum Ethical FundQuantum+1%−2%——
154UTI-Transportation and Logistics FundUTI+2%−2%+16%+18%
155Axis Quant FundAxis−5%−2%+6%+7%
156Tata Business Cycle FundTata−5%−2%+9%+12%
157Baroda BNP Paribas Energy Opportunities FundBaroda BNP Paribas−7%−2%——
158Aditya Birla Sun Life Conglomerate FundAditya Birla Sun Life−5%−2%——
159LIC MF Banking and Financial Services FundLIC−6%−2%+5%+8%
160Nippon India Quant Fund Nippon India−4%−2%+12%+12%
161Taurus Ethical FundTaurus−2%−3%+7%+7%
162Sbi Banking & Financial Services Fund SBI−6%−3%+13%+10%
163UTI - MNC FundUTI−2%−3%+7%+7%
164Bank of India Consumption FundBank of India0%−3%——
165Helios Financial Services FundHelios−4%−3%——
166Franklin Build India FundFranklin Templeton−8%−3%+14%+16%
167Invesco India PSU Equity FundInvesco−5%−3%+16%+18%
168BANDHAN Infrastructure FundBandhan−6%−3%+13%+15%
169Axis Momentum FundAxis−2%−3%——
170Kotak Consumption FundKotak Mahindra−2%−3%——
171Nippon India MNC Fund Nippon India−5%−3%——
172Icici Prudential Housing Opportunities FundICICI Prudential−5%−4%+9%—
173UTI Innovation FundUTI+1%−4%——
174Tata Housing Opportunities FundTata−4%−4%+5%—
175HDFC Infrastructure Fund HDFC−5%−4%+12%+17%
176UTI Quant FundUTI−3%−4%——
177SBI ESG Exclusionary Strategy Fund SBI−4%−4%+7%+7%
178Invesco India ESG Integration Strategy FundInvesco−1%−4%+7%+5%
179ICICI Prudential Equity Minimum Variance FundICICI Prudential−3%−4%——
180Motilal Oswal Quant FundMotilal Oswal−3%−4%——
181WhiteOak Capital Digital Bharat FundWhiteOak Capital+3%−4%——
182DSP Quant FundDSP−3%−5%+5%+3%
183ICICI Prudential Banking and Financial Services FundICICI Prudential−5%−5%+8%+8%
184Taurus Banking & Financial Services FundTaurus−6%−5%+6%+8%
185SBI Equity Minimum Variance Fund SBI−5%−5%+6%+7%
186ICICI Prudential Business Cycle FundICICI Prudential−6%−5%+13%+13%
187Axis ESG Integration Strategy FundAxis−4%−5%+7%+4%
188Bandhan Business Cycle FundBandhan−3%−5%——
189WhiteOak Capital Quality Equity FundWhiteOak Capital−2%−5%——
190Baroda BNP Paribas Business Conglomerates FundBaroda BNP Paribas−3%−6%——
191360 One Quant Fund360 ONE−1%−6%+12%—
192SBI Quant Fund SBI−6%−6%——
193Axis Services Opportunities FundAxis−5%−6%——
194Canara Robeco Consumption FundCanara Robeco−2%−6%+8%+9%
195Mirae Asset Great Consumer FundMirae Asset−2%−6%+8%+10%
196Quantum Esg Best In Class Strategy FundQuantum−2%−6%+5%+5%
197Kotak ESG Exclusionary Strategy FundKotak Mahindra−4%−7%+6%+5%
198Samco Flexi Cap FundSamco−6%−7%−5%—
199Sundaram Multi-Factor FundSundaram−4%−7%——
200WhiteOak Capital ESG Best-In-Class Strategy FundWhiteOak Capital−3%−7%——
201Bandhan Multi-Factor FundBandhan−8%−7%——
202ICICI Prudential Bharat Consumption FundICICI Prudential−3%−7%+8%+11%
203Bajaj Finserv Consumption FundBajaj Finserv−1%−7%——
204HDFC Housing Opportunities Fund HDFC−5%−7%+7%+10%
205UTI India Consumer FundUTI−3%−7%+8%+7%
206Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption FundSundaram+1%−7%+7%+9%
207Edelweiss Consumption FundEdelweiss−3%−7%——
208ICICI Prudential ESG Exclusionary Strategy FundICICI Prudential−3%−8%+10%+8%
209quant Teck Fundquant−1%−8%+1%—
210Aditya Birla Sun Life Digital India FundAditya Birla Sun Life+8%−8%+2%+2%
211Mahindra Manulife Consumption FundMahindra Manulife−2%−8%+7%+9%
212HDFC Consumption Fund HDFC−1%−9%+8%—
213Tata Ethical FundTata−2%−9%+3%+4%
214BARODA BNP PARIBAS India Consumption FundBaroda BNP Paribas−2%−9%+7%—
215Axis Consumption FundAxis−3%−9%——
216Aditya Birla Sun Life Consumption FundAditya Birla Sun Life−3%−9%+7%+8%
217Nippon India Consumption Fund Nippon India−3%−9%+7%+10%
218ICICI Prudential Rural Opportunities FundICICI Prudential−5%−9%——
219Aditya Birla Sun Life MNC FundAditya Birla Sun Life−4%−9%+5%+4%
220Sbi Technology Opportunities Fund SBI+7%−9%+6%+5%
221Kotak Technology FundKotak Mahindra+7%−10%——
222ICICI Prudential Technology FundICICI Prudential+5%−11%+4%+2%
223Franklin India Technology FundFranklin Templeton+3%−12%+7%+5%
224Taurus Infrastructure FundTaurus−9%−12%+6%+9%
225Sbi Consumption Opportunities Fund SBI−5%−12%+3%+10%
226Tata Digital India FundTata+3%−14%+2%+1%
227HDFC Technology Fund HDFC+4%−14%+3%—
228ICICI Prudential FMCG FundICICI Prudential−7%−19%−5%+3%
229Bajaj Finserv Banking and Financial Services Fundsince Dec 2025Bajaj Finserv−6%———
230Bandhan Healthcare Fundsince Dec 2025Bandhan+2%———
231Bank of India Banking & Financial Services Fundsince Feb 2026Bank of India−8%———
232Baroda BNP Paribas Best-in-Class Strategy Fundsince Mar 2026Baroda BNP Paribas−4%———
233Baroda BNP Paribas Services Fundsince Aug 2026Baroda BNP Paribas————
234Canara Robeco Banking and Financials Services Fundsince Mar 2026Canara Robeco−4%———
235Edelweiss Financial Services Fundsince Feb 2026Edelweiss−7%———
236Franklin India Multi-Factor Fundsince Nov 2025Franklin Templeton−6%———
237ICICI Prudential Conglomerate Fundsince Oct 2025ICICI Prudential−1%———
238Invesco India Consumption Fundsince Oct 2025Invesco+4%———
239Invesco India Pharma and Healthcare Fundsince Sep 2026Invesco————
240ITI Business Cycle Fundsince Mar 2026ITI+1%———
241JioBlackRock Sector Rotation Fundsince Aug 2026Jio BlackRock————
242Kotak Rural Opportunities Fundsince Dec 2025Kotak Mahindra−3%———
243Kotak Services Fundsince Mar 2026Kotak Mahindra−3%———
244LIC MF Consumption Fundsince Nov 2025LIC−3%———
245LIC MF Technology Fundsince Mar 2026LIC+2%———
246Mahindra Manulife Innovation Opportunities Fundsince Feb 2026Mahindra Manulife−3%———
247Mirae Asset Infrastructure Fundsince Dec 2025Mirae Asset0%———
248Motilal Oswal Consumption Fundsince Oct 2025Motilal Oswal+12%———
249Motilal Oswal Financial Services Fundsince Feb 2026Motilal Oswal−2%———
250Motilal Oswal Quality Fundsince Sep 2026Motilal Oswal————
251NJ Momentum Fundsince Aug 2026NJ————
252SBI Quality Fund since Feb 2026SBI+2%———
253the Wealth Company Ethical Fundsince Oct 2025The Wealth Company−3%———
254Union Consumption Fundsince Dec 2025Union−1%———
255WhiteOak Capital Consumption Opportunities Fundsince Feb 2026WhiteOak Capital−1%———

Joined and left since last quarter

Joined Sectoral / Thematic

  • Baroda BNP Paribas Services Fund
  • Invesco India Pharma and Healthcare Fund
  • Motilal Oswal Quality Fund
  • NJ Momentum Fund