The Indian government has a multifaceted focus on various critical sectors to drive economic growth, enhance national security, and promote sustainable development. The Key areas of focus include power, defence, electric vehicles (EVs), and other sectors.
Thematic mutual funds focus on specific sectors or themes, such as defence, technology, renewable energy or any others, and offer the potential for high returns by capitalizing on growth trends within those sectors. Looking at this Thematic funds seem to have focused on trending sectors and have outperformed the returns delivered by regular mutual funds.
Listed below are some of the Thematic Mutual Funds that have outperformed the Indian indices
HDFC Defence Fund
HDFC Defence Fund which was launched on June 6, 2023, is an open-ended equity scheme investing in equity & equity-related instruments across Defence & allied sector companies. It has delivered a return of 125 percent in one year.
HDFC Defence Fund has Rs. 3,665.95 Crores of Assets under Management (AUM) with an NAV of Rs. 24. It has a minimum SIP of Rs. 100 and a Total Expense ratio of 0.7.
The Top five companies to which a major part of the HDFC Defence Fund is allocated are, Hindustan Aeronautics Ltd (20.53%), Bharat Electronics Ltd(17.40%), Solar Industries India Ltd (8.27%), Astra Microwave Products Ltd (6.58%) and BEML Ltd (6.37%).
SBI PSU Fund
SBI PSU Fund which was launched on July 7, 2010, is an open-ended equity scheme investing in equity & equity-related instruments across PSU/PSU subsidiaries sector. It has delivered a return of 98 per cent in one year.
SBI PSU Fund has Rs. 3,694.98 Crores of Assets under Management (AUM) with an NAV of Rs. 34.40. It has a minimum SIP of Rs. 500 and a Total Expense ratio of 0.78
The Top five companies to which a major part of the SBI PSU Fund is allocated are State Bank of India Ltd (14.19%), Gail (India) Ltd (9.21%), Power Grid Corporation of India Ltd (8.99%), NTPC Ltd (4.45%), Bharat Electronics Ltd (3.97%).
Nippon India Power & Infra Fund
Nippon India Power & Infra Fund which was launched on May 8, 2004, is an open-ended equity scheme investing in equity & equity-related instruments across power & infrastructure sectors. It has delivered a return of 80 per cent in one year.
Nippon India Power & Infra Fund has Rs. 6,694.49 Crores of Assets under Management (AUM) with an NAV of Rs. 376.26. It has a minimum SIP of Rs. 100 and a Total Expense ratio of 1.10
The Top five companies to which a major part of the Nippon India Power & Infra Fund is allocated are Reliance Industries Ltd(7.48%), Larsen & Toubro Ltd (7.16%), NTPC Ltd (6.19%), Kaynes Technology India (4.9%), Bharti Airtel Ltd (4.75%).
ICICI Prudential Transportation and Logistics Fund
ICICI Prudential Transportation and Logistics Fund which was launched on October 28, 2022, is an open-ended equity scheme investing in equity & equity-related instruments across transportation and logistics sectors. It has delivered a return of 61 per cent in one year.
ICICI Prudential Transportation and Logistics Fund has Rs. 3,153.37 Crores of Assets under Management (AUM) with an NAV of Rs. 18.67. It has a minimum SIP of Rs. 100 and a Total Expense ratio of 1.97
The Top five companies to which a major part of the ICICI Prudential Transportation and Logistics Fund is allocated are Mahindra & Mahindra Ltd (12.17%), Maruti Suzuki India Ltd (9.55%), TVS Motor Company Ltd (9.44%), Tata Motors Ltd (7.04%) and Eicher Motors Ltd (6.76%).
Written by Bharath KS
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