Mutual fund analysis · Sectoral / Thematic

Sectoral / Thematic funds: every scheme, ranked by 5 years return

Sectoral / Thematic · 255 schemes at Q2 FY27

Q2 FY27: the median Sectoral / Thematic fund returned +11% over 5 years, annualized; 100 of 100 schemes gained. Best SBI PSU Fund +20%.

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 years5 years return, each quarter since Q3 FY24
1SBI PSU Fund SBI−6%+1%+17%+20%
2LIC MF Infrastructure FundLIC−2%+9%+21%+20%
3Aditya Birla Sun Life PSU Equity FundAditya Birla Sun Life−5%+4%+16%+20%
4DSP India T.I.G.E.R. FundDSP−4%+12%+18%+20%
5ICICI Prudential Infrastructure FundICICI Prudential−5%+1%+16%+19%
6BANK OF INDIA Manufacturing & Infrastructure FundBank of India+1%+17%+20%+19%
7Nippon India Power & Infra Fund Nippon India−4%+7%+17%+19%
8Kotak Infrastructure & Economic Reform FundKotak Mahindra−1%+9%+16%+18%
9Invesco India PSU Equity FundInvesco−5%−3%+16%+18%
10UTI-Transportation and Logistics FundUTI+2%−2%+16%+18%
11HDFC Infrastructure Fund HDFC−5%−4%+12%+17%
12Canara Robeco Infrastructure FundCanara Robeco−6%0%+16%+17%
13quant Quantamental Fundquant−6%+7%+13%+17%
14Invesco India Infrastructure FundInvesco−5%+5%+17%+17%
15Sbi Healthcare Opportunities Fund SBI+3%+20%+22%+17%
16Franklin India Opportunities FundFranklin Templeton0%+3%+19%+17%
17Kotak Infrastructure & Economic Reform Fund - StandardKotak Mahindra−1%+7%+14%+16%
18Franklin Build India FundFranklin Templeton−8%−3%+14%+16%
19Aditya Birla Sun Life Infrastructure FundAditya Birla Sun Life0%+13%+16%+16%
20quant Infrastructure Fundquant−3%+8%+16%+16%
21quant ESG Integration Strategy Fundquant−2%+19%+15%+16%
22BANDHAN Infrastructure FundBandhan−6%−3%+13%+15%
23Tata Infrastructure FundTata−4%+4%+11%+15%
24Sbi Infrastructure Fund SBI−5%+1%+11%+15%
25DSP Natural Resources And New Energy FundDSP0%+13%+17%+14%
26UTI Healthcare FundUTI+2%+17%+21%+14%
27Sundaram Infrastructure Advantage FundSundaram−7%+3%+14%+14%
28Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life+6%+22%+20%+14%
29Kotak Pioneer FundKotak Mahindra+2%+9%+19%+14%
30DSP Healthcare FundDSP+3%+16%+19%+14%
31Mirae Asset Healthcare FundMirae Asset+3%+19%+20%+14%
32ICICI Prudential Commodities FundICICI Prudential0%+7%+14%+13%
33ICICI Prudential Business Cycle FundICICI Prudential−6%−5%+13%+13%
34Nippon India Pharma Fund Nippon India0%+13%+17%+13%
35Tata India Pharma & Healthcare FundTata0%+8%+17%+13%
36Aditya Birla Sun Life Pharma and Healthcare FundAditya Birla Sun Life+2%+17%+19%+13%
37ICICI Prudential Exports & Services FundICICI Prudential−1%+1%+13%+12%
38Aditya Birla Sun Life Special Opportunities FundAditya Birla Sun Life+1%+13%+17%+12%
39Aditya Birla Sun Life International Equity FundAditya Birla Sun Life+1%+17%+22%+12%
40UTI Infrastructure FundUTI−5%0%+11%+12%
41ICICI Prudential US Bluechip Equity FundICICI Prudential+5%+14%+15%+12%
42Nippon India Quant Fund Nippon India−4%−2%+12%+12%
43Invesco India Financial Services FundInvesco−6%+4%+14%+12%
44Tata Business Cycle FundTata−5%−2%+9%+12%
45Nippon India US Equity Opportunities Fund Nippon India+5%+15%+20%+11%
46Tata India Consumer FundTata0%+2%+12%+11%
47Sundaram Financial Services Opportunities FundSundaram−4%+3%+10%+11%
48Nippon India Banking & Financial Services Fund Nippon India−6%−1%+9%+11%
49Sundaram Services FundSundaram−1%+1%+12%+11%
50ICICI Prudential Bharat Consumption FundICICI Prudential−3%−7%+8%+11%
51Edelweiss Recently Listed IPO FundEdelweiss+5%+20%+16%+11%
52Tata Resources & Energy FundTata−1%+5%+13%+10%
53Sbi Banking & Financial Services Fund SBI−6%−3%+13%+10%
54Axis Innovation FundAxis+10%+14%+17%+10%
55Mirae Asset Great Consumer FundMirae Asset−2%−6%+8%+10%
56Mirae Asset Banking and Financial Services FundMirae Asset−6%+1%+10%+10%
57Nippon India Consumption Fund Nippon India−3%−9%+7%+10%
58Nippon India Japan Equity Fund Nippon India+6%+28%+22%+10%
59HDFC Banking & Financial Services Fund HDFC−5%+2%+10%+10%
60ICICI Prudential MNC FundICICI Prudential−3%+4%+8%+10%
61Sbi Consumption Opportunities Fund SBI−5%−12%+3%+10%
62Baroda BNP Paribas Banking and Financial Services FundBaroda BNP Paribas−3%+1%+12%+10%
63Tata Banking And Financial Services FundTata−5%−1%+9%+10%
64UTI Banking and Financial Services FundUTI−4%+1%+11%+10%
65HDFC Housing Opportunities Fund HDFC−5%−7%+7%+10%
66SBI COMMA Fund SBI−1%+9%+14%+9%
67Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption FundSundaram+1%−7%+7%+9%
68Baroda BNP Paribas Business Cycle FundBaroda BNP Paribas−2%+2%+10%+9%
69Canara Robeco Consumption FundCanara Robeco−2%−6%+8%+9%
70ICICI Prudential Quant FundICICI Prudential0%−1%+10%+9%
71Taurus Infrastructure FundTaurus−9%−12%+6%+9%
72Mahindra Manulife Consumption FundMahindra Manulife−2%−8%+7%+9%
73Aditya Birla Sun Life Banking and Financial Services FundAditya Birla Sun Life−7%−1%+7%+9%
74Franklin Asian Equity FundFranklin Templeton−2%+33%+23%+8%
75ICICI Prudential ESG Exclusionary Strategy FundICICI Prudential−3%−8%+10%+8%
76ICICI Prudential Banking and Financial Services FundICICI Prudential−5%−5%+8%+8%
77LIC MF Banking and Financial Services FundLIC−6%−2%+5%+8%
78Taurus Banking & Financial Services FundTaurus−6%−5%+6%+8%
79Aditya Birla Sun Life Consumption FundAditya Birla Sun Life−3%−9%+7%+8%
80Sbi Mnc Fund SBI+2%+15%+6%+7%
81SBI Equity Minimum Variance Fund SBI−5%−5%+6%+7%
82UTI India Consumer FundUTI−3%−7%+8%+7%
83Taurus Ethical FundTaurus−2%−3%+7%+7%
84SBI ESG Exclusionary Strategy Fund SBI−4%−4%+7%+7%
85UTI - MNC FundUTI−2%−3%+7%+7%
86Axis Quant FundAxis−5%−2%+6%+7%
87Aditya Birla Sun Life ESG Integration Strategy FundAditya Birla Sun Life−2%−1%+9%+5%
88Quantum Esg Best In Class Strategy FundQuantum−2%−6%+5%+5%
89Franklin India Technology FundFranklin Templeton+3%−12%+7%+5%
90Kotak ESG Exclusionary Strategy FundKotak Mahindra−4%−7%+6%+5%
91Sbi Technology Opportunities Fund SBI+7%−9%+6%+5%
92Invesco India ESG Integration Strategy FundInvesco−1%−4%+7%+5%
93Aditya Birla Sun Life MNC FundAditya Birla Sun Life−4%−9%+5%+4%
94Tata Ethical FundTata−2%−9%+3%+4%
95Axis ESG Integration Strategy FundAxis−4%−5%+7%+4%
96DSP Quant FundDSP−3%−5%+5%+3%
97ICICI Prudential FMCG FundICICI Prudential−7%−19%−5%+3%
98Aditya Birla Sun Life Digital India FundAditya Birla Sun Life+8%−8%+2%+2%
99ICICI Prudential Technology FundICICI Prudential+5%−11%+4%+2%
100Tata Digital India FundTata+3%−14%+2%+1%
101360 One Quant Fundsince Nov 2021360 ONE−1%−6%+12%—
102Aditya Birla Sun Life Business Cycle Fundsince Dec 2021Aditya Birla Sun Life0%+6%+11%—
103Aditya Birla Sun Life Conglomerate Fundsince Dec 2024Aditya Birla Sun Life−5%−2%——
104Aditya Birla Sun Life Quant Fundsince Jul 2024Aditya Birla Sun Life−3%+3%——
105Aditya Birla Sun Life Transportation and Logistics Fundsince Nov 2023Aditya Birla Sun Life+9%+13%——
106Axis Business Cycles Fundsince Feb 2023Axis0%+2%+11%—
107Axis Consumption Fundsince Sep 2024Axis−3%−9%——
108Axis India Manufacturing Fundsince Dec 2023Axis+4%+13%——
109Axis Momentum Fundsince Dec 2024Axis−2%−3%——
110Axis Services Opportunities Fundsince Jul 2025Axis−5%−6%——
111Bajaj Finserv Banking and Financial Services Fundsince Dec 2025Bajaj Finserv−6%———
112Bajaj Finserv Consumption Fundsince Dec 2024Bajaj Finserv−1%−7%——
113Bajaj Finserv Healthcare Fundsince Dec 2024Bajaj Finserv+5%+21%——
114Bandhan Business Cycle Fundsince Oct 2024Bandhan−3%−5%——
115Bandhan Financial Services Fundsince Jul 2023Bandhan−4%−1%+12%—
116Bandhan Healthcare Fundsince Dec 2025Bandhan+2%———
117Bandhan Innovation Fundsince May 2024Bandhan+7%+18%——
118Bandhan Multi-Factor Fundsince Aug 2025Bandhan−8%−7%——
119Bandhan Transportation and Logistics Fundsince Oct 2022Bandhan+2%+2%+16%—
120Bank of India Banking & Financial Services Fundsince Feb 2026Bank of India−8%———
121Bank of India Business Cycle Fundsince Sep 2024Bank of India+1%+4%——
122Bank of India Consumption Fundsince Dec 2024Bank of India0%−3%——
123Baroda BNP Paribas Best-in-Class Strategy Fundsince Mar 2026Baroda BNP Paribas−4%———
124Baroda BNP Paribas Business Conglomerates Fundsince Sep 2025Baroda BNP Paribas−3%−6%——
125Baroda BNP Paribas Energy Opportunities Fundsince Feb 2025Baroda BNP Paribas−7%−2%——
126Baroda BNP Paribas Health and Wellness Fundsince Jul 2025Baroda BNP Paribas+2%+11%——
127BARODA BNP PARIBAS India Consumption Fundsince Mar 2022Baroda BNP Paribas−2%−9%+7%—
128Baroda BNP Paribas Innovation Fundsince Mar 2024Baroda BNP Paribas+1%+10%——
129Baroda BNP Paribas Manufacturing Fundsince Jul 2024Baroda BNP Paribas−2%+10%——
130Baroda BNP Paribas Services Fundsince Aug 2026Baroda BNP Paribas————
131Canara Robeco Banking and Financials Services Fundsince Mar 2026Canara Robeco−4%———
132Canara Robeco Manufacturing Fundsince Mar 2024Canara Robeco0%+10%——
133DSP Banking & Financial Services Fundsince Dec 2023DSP−4%+6%——
134DSP Business Cycle Fundsince Dec 2024DSP−5%−1%——
135Edelweiss Business Cycle Fundsince Jul 2024Edelweiss0%+2%——
136Edelweiss Consumption Fundsince Feb 2025Edelweiss−3%−7%——
137Edelweiss Financial Services Fundsince Feb 2026Edelweiss−7%———
138Edelweiss Technology Fundsince Mar 2024Edelweiss+6%+5%——
139Franklin India Multi-Factor Fundsince Nov 2025Franklin Templeton−6%———
140Groww Banking & Financial Services Fundsince Feb 2024Groww−1%+10%——
141HDFC Business Cycle Fund since Nov 2022HDFC0%+2%+9%—
142HDFC Consumption Fund since Jul 2023HDFC−1%−9%+8%—
143HDFC Defence Fund since Jun 2023HDFC0%+25%+35%—
144Hdfc Innovation Fund since Jul 2025HDFC+7%+15%——
145HDFC Manufacturing fund since May 2024HDFC+2%+6%——
146HDFC MNC Fund since Mar 2023HDFC0%+1%+6%—
147HDFC Pharma and Healthcare Fund since Oct 2023HDFC+4%+26%——
148HDFC Technology Fund since Sep 2023HDFC+4%−14%+3%—
149HDFC Transportation and Logistics Fund since Aug 2023HDFC+6%+7%+23%—
150Helios Financial Services Fundsince Jun 2024Helios−4%−3%——
151HSBC Business Cycles Fundsince Nov 2022HSBC0%+2%+14%—
152HSBC Consumption Fundsince Sep 2023HSBC+3%+1%+14%—
153HSBC Financial Services Fundsince Mar 2025HSBC−6%+5%——
154HSBC India Export Opportunities Fundsince Sep 2024HSBC+7%+20%——
155HSBC Infrastructure Fundsince Nov 2022HSBC−2%+8%+14%—
156ICICI Prudential Active Momentum Fundsince Jul 2025ICICI Prudential−2%+6%——
157ICICI Prudential Conglomerate Fundsince Oct 2025ICICI Prudential−1%———
158Icici Prudential Energy Opportunities Fundsince Jul 2024ICICI Prudential−4%+10%——
159ICICI Prudential Equity Minimum Variance Fundsince Dec 2024ICICI Prudential−3%−4%——
160Icici Prudential Housing Opportunities Fundsince Apr 2022ICICI Prudential−5%−4%+9%—
161ICICI Prudential Innovation Fundsince May 2023ICICI Prudential−1%+2%+16%—
162ICICI Prudential PSU Equity Fundsince Sep 2022ICICI Prudential−3%+2%+17%—
163ICICI Prudential Quality Fundsince May 2025ICICI Prudential0%+2%——
164ICICI Prudential Rural Opportunities Fundsince Jan 2025ICICI Prudential−5%−9%——
165Icici Prudential Transportation and Logistics Fundsince Oct 2022ICICI Prudential+5%+6%+20%—
166Invesco India Business Cycle Fundsince Mar 2025Invesco−2%+11%——
167Invesco India Consumption Fundsince Oct 2025Invesco+4%———
168Invesco India Manufacturing Fundsince Aug 2024Invesco+5%+14%——
169Invesco India Pharma and Healthcare Fundsince Sep 2026Invesco————
170Invesco India Technology Fundsince Sep 2024Invesco+4%−1%——
171ITI Banking and Financial Services Fundsince Dec 2021ITI−5%+2%+8%—
172ITI Bharat Consumption Fundsince Mar 2025ITI+1%−1%——
173ITI Business Cycle Fundsince Mar 2026ITI+1%———
174ITI Pharma and Healthcare Fundsince Nov 2021ITI+2%+12%+17%—
175JioBlackRock Sector Rotation Fundsince Aug 2026Jio BlackRock————
176Kotak Active Momentum Fundsince Aug 2025Kotak Mahindra0%+6%——
177Kotak Banking & Financial Services Fundsince Mar 2023Kotak Mahindra−7%+1%+9%—
178Kotak Business Cyclesince Oct 2022Kotak Mahindra+1%+6%+15%—
179Kotak Business Cycle Fundsince Oct 2022Kotak Mahindra+1%+4%+14%—
180Kotak Consumption Fundsince Nov 2023Kotak Mahindra−2%−3%——
181Kotak Energy Opportunities Fundsince May 2025Kotak Mahindra−4%+1%——
182Kotak Healthcare Fundsince Dec 2023Kotak Mahindra+5%+28%——
183Kotak Manufacture in India Fundsince Mar 2022Kotak Mahindra+6%+16%+18%—
184Kotak MNC Fundsince Oct 2024Kotak Mahindra0%+18%——
185Kotak Quant Fundsince Aug 2023Kotak Mahindra−3%−1%+12%—
186Kotak Rural Opportunities Fundsince Dec 2025Kotak Mahindra−3%———
187Kotak Services Fundsince Mar 2026Kotak Mahindra−3%———
188Kotak Special Opportunities Fundsince Jul 2024Kotak Mahindra+6%+18%——
189Kotak Technology Fundsince Mar 2024Kotak Mahindra+7%−10%——
190Kotak Transportation & Logistics Fundsince Dec 2024Kotak Mahindra+7%+5%——
191LIC MF Consumption Fundsince Nov 2025LIC−3%———
192LIC MF Healthcare Fundsince Jul 2023LIC+3%+13%+19%—
193LIC MF Manufacturing Fundsince Oct 2024LIC0%+14%——
194LIC MF Technology Fundsince Mar 2026LIC+2%———
195Mahindra Manulife Banking & Financial Services Fundsince Jul 2025Mahindra Manulife−5%+3%——
196Mahindra Manulife Business Cycle Fundsince Sep 2023Mahindra Manulife−3%+4%+14%—
197Mahindra Manulife Innovation Opportunities Fundsince Feb 2026Mahindra Manulife−3%———
198Mahindra Manulife Manufacturing Fundsince Jun 2024Mahindra Manulife0%+7%——
199Mirae Asset Infrastructure Fundsince Dec 2025Mirae Asset0%———
200Motilal Oswal Active Momentum Fundsince Mar 2025Motilal Oswal+5%+29%——
201Motilal Oswal Business Cycle Fundsince Sep 2024Motilal Oswal+8%+1%——
202Motilal Oswal Consumption Fundsince Oct 2025Motilal Oswal+12%———
203Motilal Oswal Digital India Fundsince Nov 2024Motilal Oswal+18%+5%——
204Motilal Oswal Financial Services Fundsince Feb 2026Motilal Oswal−2%———
205Motilal Oswal Infrastructure Fundsince May 2025Motilal Oswal−3%+7%——
206Motilal Oswal Innovation Opportunities Fundsince Feb 2025Motilal Oswal+1%+13%——
207Motilal Oswal Manufacturing Fundsince Aug 2024Motilal Oswal0%0%——
208Motilal Oswal Quality Fundsince Sep 2026Motilal Oswal————
209Motilal Oswal Quant Fundsince Jun 2024Motilal Oswal−3%−4%——
210Motilal Oswal Services Fundsince Jun 2025Motilal Oswal+5%+14%——
211Motilal Oswal Special Opportunities Fundsince Aug 2025Motilal Oswal+8%+23%——
212Motilal Owsal Manufacturing Fundsince Aug 2024Motilal Oswal−1%−1%——
213Nippon India Active Momentum Fund since Mar 2025Nippon India−3%+7%——
214Nippon India Innovation Fund since Sep 2023Nippon India−1%0%+12%—
215Nippon India MNC Fund since Jul 2025Nippon India−5%−3%——
216Nippon India Taiwan Equity fund since Dec 2021Nippon India0%+118%+60%—
217NJ Momentum Fundsince Aug 2026NJ————
218PGIM India Healthcare Fundsince Dec 2024PGIM India+5%+24%——
219quant BFSI Fundsince Jun 2023quant−3%+11%+19%—
220quant Business Cycle Fundsince May 2023quant−5%+4%+9%—
221quant Commodities Fundsince Dec 2023quant−6%+10%——
222quant Consumption Fundsince Jan 2024quant−2%+2%——
223quant Healthcare Fundsince Jul 2023quant+5%+20%+19%—
224quant Manufacturing Fundsince Aug 2023quant−3%+13%+14%—
225quant Momentum Fundsince Nov 2023quant−5%+7%——
226quant PSU Fundsince Feb 2024quant−6%0%——
227quant Teck Fundsince Sep 2023quant−1%−8%+1%—
228Quantum Ethical Fundsince Dec 2024Quantum+1%−2%——
229Samco Active Momentum Fundsince Jul 2023Samco+6%+16%+14%—
230Samco Flexi Cap Fundsince Feb 2022Samco−6%−7%−5%—
231Samco Special Opportunities Fundsince Jun 2024Samco+5%+6%——
232SBI Automotive Opportunities Fund since Jun 2024SBI+8%+23%——
233SBI Energy Opportunities Fund since Mar 2024SBI−5%+1%——
234SBI Innovative Opportunities Fund since Aug 2024SBI+7%+7%——
235SBI Quality Fund since Feb 2026SBI+2%———
236SBI Quant Fund since Dec 2024SBI−6%−6%——
237Shriram Multi Sector Rotation Fundsince Dec 2024Shriram−4%0%——
238Sundaram Business Cycle Fundsince Jun 2024Sundaram0%+1%——
239Sundaram Multi-Factor Fundsince Jul 2025Sundaram−4%−7%——
240Tata Housing Opportunities Fundsince Sep 2022Tata−4%−4%+5%—
241Tata India Innovation Fundsince Dec 2024Tata0%+1%——
242the Wealth Company Ethical Fundsince Oct 2025The Wealth Company−3%———
243Union Active Momentum Fundsince Dec 2024Union+3%+19%——
244Union Business Cycle Fundsince Mar 2024Union−3%+2%——
245Union Consumption Fundsince Dec 2025Union−1%———
246Union Innovation & Opportunities Fundsince Sep 2023Union+5%+10%+16%—
247UTI Innovation Fundsince Oct 2023UTI+1%−4%——
248UTI Quant Fundsince Jan 2025UTI−3%−4%——
249WhiteOak Capital Banking & Financial Services Fundsince Feb 2024WhiteOak Capital−5%0%——
250WhiteOak Capital Consumption Opportunities Fundsince Feb 2026WhiteOak Capital−1%———
251WhiteOak Capital Digital Bharat Fundsince Oct 2024WhiteOak Capital+3%−4%——
252WhiteOak Capital ESG Best-In-Class Strategy Fundsince Oct 2024WhiteOak Capital−3%−7%——
253WhiteOak Capital Pharma and Heathcare Fundsince Feb 2024WhiteOak Capital+3%+22%——
254WhiteOak Capital Quality Equity Fundsince Jan 2025WhiteOak Capital−2%−5%——
255WhiteOak Capital Special Opportunities Fundsince Jun 2024WhiteOak Capital+2%+11%——

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