Mutual fund analysis · Sectoral / Thematic

Sectoral / Thematic funds: every scheme, ranked by quarter return

Sectoral / Thematic · 255 schemes at Q2 FY27

Q2 FY27: the median Sectoral / Thematic fund returned −2% over the quarter; 90 of 250 schemes gained. Best Motilal Oswal Digital India Fund +18%.

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 yearsQuarter return, each quarter since Q3 FY24
1Motilal Oswal Digital India FundMotilal Oswal+18%+5%——
2Motilal Oswal Consumption FundMotilal Oswal+12%———
3Axis Innovation FundAxis+10%+14%+17%+10%
4Aditya Birla Sun Life Transportation and Logistics FundAditya Birla Sun Life+9%+13%——
5Motilal Oswal Business Cycle FundMotilal Oswal+8%+1%——
6SBI Automotive Opportunities Fund SBI+8%+23%——
7Motilal Oswal Special Opportunities FundMotilal Oswal+8%+23%——
8Aditya Birla Sun Life Digital India FundAditya Birla Sun Life+8%−8%+2%+2%
9Kotak Transportation & Logistics FundKotak Mahindra+7%+5%——
10SBI Innovative Opportunities Fund SBI+7%+7%——
11Sbi Technology Opportunities Fund SBI+7%−9%+6%+5%
12Kotak Technology FundKotak Mahindra+7%−10%——
13HSBC India Export Opportunities FundHSBC+7%+20%——
14Bandhan Innovation FundBandhan+7%+18%——
15Hdfc Innovation Fund HDFC+7%+15%——
16Nippon India Japan Equity Fund Nippon India+6%+28%+22%+10%
17HDFC Transportation and Logistics Fund HDFC+6%+7%+23%—
18Kotak Special Opportunities FundKotak Mahindra+6%+18%——
19Samco Active Momentum FundSamco+6%+16%+14%—
20Kotak Manufacture in India FundKotak Mahindra+6%+16%+18%—
21Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life+6%+22%+20%+14%
22Edelweiss Technology FundEdelweiss+6%+5%——
23Bajaj Finserv Healthcare FundBajaj Finserv+5%+21%——
24Samco Special Opportunities FundSamco+5%+6%——
25Nippon India US Equity Opportunities Fund Nippon India+5%+15%+20%+11%
26ICICI Prudential US Bluechip Equity FundICICI Prudential+5%+14%+15%+12%
27Motilal Oswal Active Momentum FundMotilal Oswal+5%+29%——
28Kotak Healthcare FundKotak Mahindra+5%+28%——
29PGIM India Healthcare FundPGIM India+5%+24%——
30Invesco India Manufacturing FundInvesco+5%+14%——
31Motilal Oswal Services FundMotilal Oswal+5%+14%——
32Edelweiss Recently Listed IPO FundEdelweiss+5%+20%+16%+11%
33Union Innovation & Opportunities FundUnion+5%+10%+16%—
34ICICI Prudential Technology FundICICI Prudential+5%−11%+4%+2%
35Icici Prudential Transportation and Logistics FundICICI Prudential+5%+6%+20%—
36quant Healthcare Fundquant+5%+20%+19%—
37HDFC Technology Fund HDFC+4%−14%+3%—
38Axis India Manufacturing FundAxis+4%+13%——
39Invesco India Technology FundInvesco+4%−1%——
40Invesco India Consumption FundInvesco+4%———
41HDFC Pharma and Healthcare Fund HDFC+4%+26%——
42DSP Healthcare FundDSP+3%+16%+19%+14%
43WhiteOak Capital Pharma and Heathcare FundWhiteOak Capital+3%+22%——
44LIC MF Healthcare FundLIC+3%+13%+19%—
45Mirae Asset Healthcare FundMirae Asset+3%+19%+20%+14%
46WhiteOak Capital Digital Bharat FundWhiteOak Capital+3%−4%——
47Franklin India Technology FundFranklin Templeton+3%−12%+7%+5%
48Union Active Momentum FundUnion+3%+19%——
49Tata Digital India FundTata+3%−14%+2%+1%
50Sbi Healthcare Opportunities Fund SBI+3%+20%+22%+17%
51HSBC Consumption FundHSBC+3%+1%+14%—
52SBI Quality Fund SBI+2%———
53Bandhan Healthcare FundBandhan+2%———
54Kotak Pioneer FundKotak Mahindra+2%+9%+19%+14%
55LIC MF Technology FundLIC+2%———
56Aditya Birla Sun Life Pharma and Healthcare FundAditya Birla Sun Life+2%+17%+19%+13%
57HDFC Manufacturing fund HDFC+2%+6%——
58WhiteOak Capital Special Opportunities FundWhiteOak Capital+2%+11%——
59UTI Healthcare FundUTI+2%+17%+21%+14%
60Baroda BNP Paribas Health and Wellness FundBaroda BNP Paribas+2%+11%——
61UTI-Transportation and Logistics FundUTI+2%−2%+16%+18%
62ITI Pharma and Healthcare FundITI+2%+12%+17%—
63Sbi Mnc Fund SBI+2%+15%+6%+7%
64Bandhan Transportation and Logistics FundBandhan+2%+2%+16%—
65Quantum Ethical FundQuantum+1%−2%——
66Motilal Oswal Innovation Opportunities FundMotilal Oswal+1%+13%——
67Bank of India Business Cycle FundBank of India+1%+4%——
68Baroda BNP Paribas Innovation FundBaroda BNP Paribas+1%+10%——
69ITI Bharat Consumption FundITI+1%−1%——
70BANK OF INDIA Manufacturing & Infrastructure FundBank of India+1%+17%+20%+19%
71UTI Innovation FundUTI+1%−4%——
72Kotak Business CycleKotak Mahindra+1%+6%+15%—
73Aditya Birla Sun Life International Equity FundAditya Birla Sun Life+1%+17%+22%+12%
74Kotak Business Cycle FundKotak Mahindra+1%+4%+14%—
75Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption FundSundaram+1%−7%+7%+9%
76Aditya Birla Sun Life Special Opportunities FundAditya Birla Sun Life+1%+13%+17%+12%
77ITI Business Cycle FundITI+1%———
78HDFC Defence Fund HDFC0%+25%+35%—
79Axis Business Cycles FundAxis0%+2%+11%—
80Mirae Asset Infrastructure FundMirae Asset0%———
81Nippon India Pharma Fund Nippon India0%+13%+17%+13%
82Aditya Birla Sun Life Business Cycle FundAditya Birla Sun Life0%+6%+11%—
83Franklin India Opportunities FundFranklin Templeton0%+3%+19%+17%
84Sundaram Business Cycle FundSundaram0%+1%——
85LIC MF Manufacturing FundLIC0%+14%——
86Mahindra Manulife Manufacturing FundMahindra Manulife0%+7%——
87Tata India Pharma & Healthcare FundTata0%+8%+17%+13%
88HSBC Business Cycles FundHSBC0%+2%+14%—
89Bank of India Consumption FundBank of India0%−3%——
90DSP Natural Resources And New Energy FundDSP0%+13%+17%+14%
91HDFC MNC Fund HDFC0%+1%+6%—
92Kotak Active Momentum FundKotak Mahindra0%+6%——
93Canara Robeco Manufacturing FundCanara Robeco0%+10%——
94Tata India Consumer FundTata0%+2%+12%+11%
95ICICI Prudential Commodities FundICICI Prudential0%+7%+14%+13%
96ICICI Prudential Quality FundICICI Prudential0%+2%——
97HDFC Business Cycle Fund HDFC0%+2%+9%—
98Motilal Oswal Manufacturing FundMotilal Oswal0%0%——
99Tata India Innovation FundTata0%+1%——
100Kotak MNC FundKotak Mahindra0%+18%——
101Nippon India Taiwan Equity fund Nippon India0%+118%+60%—
102Aditya Birla Sun Life Infrastructure FundAditya Birla Sun Life0%+13%+16%+16%
103Edelweiss Business Cycle FundEdelweiss0%+2%——
104ICICI Prudential Quant FundICICI Prudential0%−1%+10%+9%
105WhiteOak Capital Consumption Opportunities FundWhiteOak Capital−1%———
106Sundaram Services FundSundaram−1%+1%+12%+11%
107Kotak Infrastructure & Economic Reform FundKotak Mahindra−1%+9%+16%+18%
108Nippon India Innovation Fund Nippon India−1%0%+12%—
109Motilal Owsal Manufacturing FundMotilal Oswal−1%−1%——
110SBI COMMA Fund SBI−1%+9%+14%+9%
111quant Teck Fundquant−1%−8%+1%—
112Tata Resources & Energy FundTata−1%+5%+13%+10%
113Invesco India ESG Integration Strategy FundInvesco−1%−4%+7%+5%
114Kotak Infrastructure & Economic Reform Fund - StandardKotak Mahindra−1%+7%+14%+16%
115Groww Banking & Financial Services FundGroww−1%+10%——
116ICICI Prudential Innovation FundICICI Prudential−1%+2%+16%—
117Union Consumption FundUnion−1%———
118Bajaj Finserv Consumption FundBajaj Finserv−1%−7%——
119ICICI Prudential Exports & Services FundICICI Prudential−1%+1%+13%+12%
120HDFC Consumption Fund HDFC−1%−9%+8%—
121360 One Quant Fund360 ONE−1%−6%+12%—
122ICICI Prudential Conglomerate FundICICI Prudential−1%———
123Baroda BNP Paribas Manufacturing FundBaroda BNP Paribas−2%+10%——
124quant ESG Integration Strategy Fundquant−2%+19%+15%+16%
125Mirae Asset Great Consumer FundMirae Asset−2%−6%+8%+10%
126Baroda BNP Paribas Business Cycle FundBaroda BNP Paribas−2%+2%+10%+9%
127Aditya Birla Sun Life ESG Integration Strategy FundAditya Birla Sun Life−2%−1%+9%+5%
128Kotak Consumption FundKotak Mahindra−2%−3%——
129Invesco India Business Cycle FundInvesco−2%+11%——
130Quantum Esg Best In Class Strategy FundQuantum−2%−6%+5%+5%
131Franklin Asian Equity FundFranklin Templeton−2%+33%+23%+8%
132HSBC Infrastructure FundHSBC−2%+8%+14%—
133UTI - MNC FundUTI−2%−3%+7%+7%
134Axis Momentum FundAxis−2%−3%——
135Mahindra Manulife Consumption FundMahindra Manulife−2%−8%+7%+9%
136Canara Robeco Consumption FundCanara Robeco−2%−6%+8%+9%
137ICICI Prudential Active Momentum FundICICI Prudential−2%+6%——
138Tata Ethical FundTata−2%−9%+3%+4%
139quant Consumption Fundquant−2%+2%——
140BARODA BNP PARIBAS India Consumption FundBaroda BNP Paribas−2%−9%+7%—
141WhiteOak Capital Quality Equity FundWhiteOak Capital−2%−5%——
142Taurus Ethical FundTaurus−2%−3%+7%+7%
143Motilal Oswal Financial Services FundMotilal Oswal−2%———
144LIC MF Infrastructure FundLIC−2%+9%+21%+20%
145ICICI Prudential MNC FundICICI Prudential−3%+4%+8%+10%
146Nippon India Consumption Fund Nippon India−3%−9%+7%+10%
147Aditya Birla Sun Life Consumption FundAditya Birla Sun Life−3%−9%+7%+8%
148UTI India Consumer FundUTI−3%−7%+8%+7%
149ICICI Prudential ESG Exclusionary Strategy FundICICI Prudential−3%−8%+10%+8%
150Kotak Services FundKotak Mahindra−3%———
151ICICI Prudential Bharat Consumption FundICICI Prudential−3%−7%+8%+11%
152Nippon India Active Momentum Fund Nippon India−3%+7%——
153Baroda BNP Paribas Banking and Financial Services FundBaroda BNP Paribas−3%+1%+12%+10%
154WhiteOak Capital ESG Best-In-Class Strategy FundWhiteOak Capital−3%−7%——
155quant Manufacturing Fundquant−3%+13%+14%—
156Edelweiss Consumption FundEdelweiss−3%−7%——
157DSP Quant FundDSP−3%−5%+5%+3%
158quant BFSI Fundquant−3%+11%+19%—
159quant Infrastructure Fundquant−3%+8%+16%+16%
160Mahindra Manulife Innovation Opportunities FundMahindra Manulife−3%———
161the Wealth Company Ethical FundThe Wealth Company−3%———
162Kotak Quant FundKotak Mahindra−3%−1%+12%—
163Baroda BNP Paribas Business Conglomerates FundBaroda BNP Paribas−3%−6%——
164Motilal Oswal Infrastructure FundMotilal Oswal−3%+7%——
165Motilal Oswal Quant FundMotilal Oswal−3%−4%——
166LIC MF Consumption FundLIC−3%———
167Aditya Birla Sun Life Quant FundAditya Birla Sun Life−3%+3%——
168UTI Quant FundUTI−3%−4%——
169Kotak Rural Opportunities FundKotak Mahindra−3%———
170Union Business Cycle FundUnion−3%+2%——
171Axis Consumption FundAxis−3%−9%——
172Mahindra Manulife Business Cycle FundMahindra Manulife−3%+4%+14%—
173Bandhan Business Cycle FundBandhan−3%−5%——
174ICICI Prudential Equity Minimum Variance FundICICI Prudential−3%−4%——
175ICICI Prudential PSU Equity FundICICI Prudential−3%+2%+17%—
176Icici Prudential Energy Opportunities FundICICI Prudential−4%+10%——
177Kotak ESG Exclusionary Strategy FundKotak Mahindra−4%−7%+6%+5%
178DSP India T.I.G.E.R. FundDSP−4%+12%+18%+20%
179Baroda BNP Paribas Best-in-Class Strategy FundBaroda BNP Paribas−4%———
180SBI ESG Exclusionary Strategy Fund SBI−4%−4%+7%+7%
181Shriram Multi Sector Rotation FundShriram−4%0%——
182Tata Infrastructure FundTata−4%+4%+11%+15%
183Tata Housing Opportunities FundTata−4%−4%+5%—
184Nippon India Power & Infra Fund Nippon India−4%+7%+17%+19%
185Axis ESG Integration Strategy FundAxis−4%−5%+7%+4%
186Aditya Birla Sun Life MNC FundAditya Birla Sun Life−4%−9%+5%+4%
187Sundaram Multi-Factor FundSundaram−4%−7%——
188Canara Robeco Banking and Financials Services FundCanara Robeco−4%———
189UTI Banking and Financial Services FundUTI−4%+1%+11%+10%
190Helios Financial Services FundHelios−4%−3%——
191Bandhan Financial Services FundBandhan−4%−1%+12%—
192Nippon India Quant Fund Nippon India−4%−2%+12%+12%
193Kotak Energy Opportunities FundKotak Mahindra−4%+1%——
194Sundaram Financial Services Opportunities FundSundaram−4%+3%+10%+11%
195DSP Banking & Financial Services FundDSP−4%+6%——
196ICICI Prudential Infrastructure FundICICI Prudential−5%+1%+16%+19%
197quant Momentum Fundquant−5%+7%——
198Nippon India MNC Fund Nippon India−5%−3%——
199WhiteOak Capital Banking & Financial Services FundWhiteOak Capital−5%0%——
200Aditya Birla Sun Life Conglomerate FundAditya Birla Sun Life−5%−2%——
201Icici Prudential Housing Opportunities FundICICI Prudential−5%−4%+9%—
202Axis Quant FundAxis−5%−2%+6%+7%
203Tata Banking And Financial Services FundTata−5%−1%+9%+10%
204ICICI Prudential Rural Opportunities FundICICI Prudential−5%−9%——
205Mahindra Manulife Banking & Financial Services FundMahindra Manulife−5%+3%——
206UTI Infrastructure FundUTI−5%0%+11%+12%
207ICICI Prudential Banking and Financial Services FundICICI Prudential−5%−5%+8%+8%
208Tata Business Cycle FundTata−5%−2%+9%+12%
209SBI Equity Minimum Variance Fund SBI−5%−5%+6%+7%
210SBI Energy Opportunities Fund SBI−5%+1%——
211DSP Business Cycle FundDSP−5%−1%——
212Aditya Birla Sun Life PSU Equity FundAditya Birla Sun Life−5%+4%+16%+20%
213Sbi Consumption Opportunities Fund SBI−5%−12%+3%+10%
214quant Business Cycle Fundquant−5%+4%+9%—
215ITI Banking and Financial Services FundITI−5%+2%+8%—
216Invesco India PSU Equity FundInvesco−5%−3%+16%+18%
217HDFC Infrastructure Fund HDFC−5%−4%+12%+17%
218Sbi Infrastructure Fund SBI−5%+1%+11%+15%
219HDFC Banking & Financial Services Fund HDFC−5%+2%+10%+10%
220HDFC Housing Opportunities Fund HDFC−5%−7%+7%+10%
221Axis Services Opportunities FundAxis−5%−6%——
222Invesco India Infrastructure FundInvesco−5%+5%+17%+17%
223Mirae Asset Banking and Financial Services FundMirae Asset−6%+1%+10%+10%
224quant PSU Fundquant−6%0%——
225ICICI Prudential Business Cycle FundICICI Prudential−6%−5%+13%+13%
226BANDHAN Infrastructure FundBandhan−6%−3%+13%+15%
227HSBC Financial Services FundHSBC−6%+5%——
228SBI PSU Fund SBI−6%+1%+17%+20%
229Franklin India Multi-Factor FundFranklin Templeton−6%———
230Nippon India Banking & Financial Services Fund Nippon India−6%−1%+9%+11%
231quant Quantamental Fundquant−6%+7%+13%+17%
232Taurus Banking & Financial Services FundTaurus−6%−5%+6%+8%
233Samco Flexi Cap FundSamco−6%−7%−5%—
234quant Commodities Fundquant−6%+10%——
235Sbi Banking & Financial Services Fund SBI−6%−3%+13%+10%
236Invesco India Financial Services FundInvesco−6%+4%+14%+12%
237Canara Robeco Infrastructure FundCanara Robeco−6%0%+16%+17%
238SBI Quant Fund SBI−6%−6%——
239LIC MF Banking and Financial Services FundLIC−6%−2%+5%+8%
240Bajaj Finserv Banking and Financial Services FundBajaj Finserv−6%———
241Kotak Banking & Financial Services FundKotak Mahindra−7%+1%+9%—
242Aditya Birla Sun Life Banking and Financial Services FundAditya Birla Sun Life−7%−1%+7%+9%
243Edelweiss Financial Services FundEdelweiss−7%———
244Sundaram Infrastructure Advantage FundSundaram−7%+3%+14%+14%
245Baroda BNP Paribas Energy Opportunities FundBaroda BNP Paribas−7%−2%——
246ICICI Prudential FMCG FundICICI Prudential−7%−19%−5%+3%
247Bandhan Multi-Factor FundBandhan−8%−7%——
248Franklin Build India FundFranklin Templeton−8%−3%+14%+16%
249Bank of India Banking & Financial Services FundBank of India−8%———
250Taurus Infrastructure FundTaurus−9%−12%+6%+9%
251Baroda BNP Paribas Services Fundsince Aug 2026Baroda BNP Paribas————
252Invesco India Pharma and Healthcare Fundsince Sep 2026Invesco————
253JioBlackRock Sector Rotation Fundsince Aug 2026Jio BlackRock————
254Motilal Oswal Quality Fundsince Sep 2026Motilal Oswal————
255NJ Momentum Fundsince Aug 2026NJ————

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