InvestorQ : Can you throw some light on how some of the sectoral and thematic funds have performed in the Indian context over the last 1 year to five years and how to look at selection?
indhumathi Sayani made post

Can you throw some light on how some of the sectoral and thematic funds have performed in the Indian context over the last 1 year to five years and how to look at selection?

Answer
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shrinidhi Rajan answered.
9 months ago


If you look at the performance of sectoral funds, here is how they have done till date, they are quite cyclical in nature and the sectors have their own turnaround cycles based on which they perform. Hence the outperformers for the current cycle can be entirely different from the outperformers over the next 3 years. Hence, here past performance cannot be entirely indicative of future.

Scheme Name

Return 1 Year (%) Regular

Return 1 Year (%) Benchmark

Return 3 Year (%) Regular

Return 3 Year (%) Benchmark

Return 5 Year (%) Regular

Return 5 Year (%) Benchmark

Return Since Launch Regular

Return Since Launch Benchmark

Aditya Birla Sun Life Banking & Financial Services

16.85

28.85

19.54

27.32

14.28

15.69

21.00

21.72

Aditya Birla Sun Life Commodity Equities - Global Agri

17.56

27.96

5.12

9.42

3.36

6.61

8.69

15.20

Aditya Birla Sun Life Digital India Fund

11.04

12.36

16.72

15.18

11.14

8.12

8.91

Aditya Birla Sun Life India GenNext

16.03

10.55

17.35

14.73

13.05

9.63

16.63

13.04

Aditya Birla Sun Life Infrastructure

-3.52

5.40

5.04

8.75

2.74

3.38

8.11

3.14

Aditya Birla Sun Life International Equity Plan A

25.11

29.55

13.81

12.32

7.48

8.95

7.36

7.95

Aditya Birla Sun Life International Equity Plan B

9.43

17.83

9.91

14.85

6.50

9.80

5.49

8.38

Aditya Birla Sun Life Manufacturing Equity Fund

-3.03

10.55

6.51

14.73

5.19

8.24

Aditya Birla Sun Life MNC

5.58

1.31

12.09

15.13

9.73

11.06

18.49

Baroda Banking and Financial Services Fund

25.41

21.12

19.55

22.54

10.09

12.52

13.70

17.74

BNP Paribas India Consumption Fund

19.76

11.63

21.51

2.57

BOI AXA Manufacturing & Infrastructure Fund

2.97

-1.58

7.88

6.18

4.85

4.41

4.17

7.11

Canara Robeco Consumer Trends Fund

14.75

12.64

18.66

15.89

11.82

9.72

15.15

10.86

Canara Robeco Infrastructure

3.10

-8.64

5.67

0.73

5.10

1.40

11.15

DSP Healthcare Fund

7.97

-1.00

7.63

-5.29

DSP Natural Resources and New Energy

3.41

8.39

12.22

10.56

DSP T.I.G.E.R.

7.61

12.64

9.55

15.89

6.70

9.72

15.31

15.78

Franklin Asian Equity

29.93

21.79

15.06

15.57

9.05

9.42

7.88

9.63

Franklin Build India

6.58

-8.64

11.22

0.73

8.80

1.40

14.84

3.16

Franklin India Opportunities

6.14

10.49

9.49

14.62

6.82

9.50

10.57

11.12

HDFC Infrastructure

-2.19

10.49

0.00

14.62

-0.90

9.50

3.70

9.44

HSBC Infrastructure Equity Fund

-13.76

-8.64

-3.96

0.73

-3.58

1.40

2.83

ICICI Prudential Banking and Financial Services

17.19

28.85

19.65

27.32

13.58

15.69

18.75

17.96

ICICI Prudential Exports and Services Fund

7.42

10.55

8.96

14.73

7.64

9.63

13.30

12.52

ICICI Prudential FMCG

5.06

0.62

15.91

15.99

10.25

10.13

16.70

13.36

ICICI Prudential Infrastructure

2.22

5.40

7.94

8.75

4.46

3.38

11.85

5.75

ICICI Prudential Manufacture in India Fund

2.38

5.72

2.64

11.32

ICICI Prudential Pharma Healthcare And Diagnostics (P.H.D) Fund

5.64

-1.00

2.12

-2.33

ICICI Prudential Technology

4.43

13.25

14.61

18.37

8.34

10.58

9.31

5.16

IDBI Banking & Financial Services Fund

17.33

28.85

10.00

21.81

IDFC Infrastructure

-5.24

-8.64

3.92

0.73

4.39

1.40

3.66

5.69

Invesco India Financial Services Fund

23.42

28.85

21.84

27.32

14.14

15.69

17.61

18.91

Invesco India Infrastructure

6.69

-8.64

10.59

0.73

5.76

1.40

4.67

Invesco India PSU Equity

10.25

-0.07

5.02

0.09

6.72

-0.18

6.15

-0.53

Kotak Infrastructure and Economic Reform Fund

4.10

5.24

7.09

6.61

5.77

4.03

5.89

1.32

LIC MF Banking & Financial Services Fund

22.12

28.85

9.99

27.32

4.57

16.44

LIC MF Infrastructure

14.24

5.40

11.91

8.75

5.12

3.38

3.61

-0.57

L&T Business Cycles Fund

6.00

12.03

8.78

15.52

6.63

9.98

8.53

10.40

L&T Infrastructure

-3.13

5.40

9.49

8.75

8.80

3.38

3.45

-1.40

Mahindra Rural Bharat And Consumption Yojana

-0.30

11.63

1.04

12.12

Mirae Asset Great Consumer Fund

10.06

1.67

19.53

14.46

12.34

9.71

16.23

14.08

Mirae Asset Healthcare Fund

7.64

-1.00

5.83

-1.81

Nippon India Banking

12.69

21.12

17.32

22.54

10.99

12.52

22.62

21.47

Nippon India Consumption Fund

8.47

1.67

7.13

14.46

5.23

9.71

13.44

Nippon India Japan Equity Fund

23.03

27.11

10.65

10.57

7.62

10.66

6.98

10.33

Nippon India Pharma

3.13

-1.00

4.89

-1.79

4.27

-0.83

19.07

12.86

Nippon India Power & Infra Fund

-2.76

5.40

7.42

8.75

4.68

3.38

15.33

8.16

Nippon India Quant Fund

6.72

12.03

10.76

15.52

5.79

9.98

8.34

13.86

Nippon India US Equity Opportunities Fund

33.76

42.46

18.31

16.65

13.54

15.27

Quant Consumption Fund

-1.83

1.67

9.07

14.46

7.27

9.71

8.45

15.35

Quant Infrastructure Fund

5.42

5.40

11.20

8.75

4.91

3.38

-1.09

-0.50

SBI Banking & Financial Services Fund

23.54

28.85

24.16

27.32

15.76

15.24

SBI Consumption Opportunities Fund

1.08

1.67

15.78

14.46

10.41

9.71

14.45

SBI Healthcare Opportunities Fund

1.12

-1.00

-2.57

-1.79

0.47

-0.83

14.24

12.64

SBI Infrastructure Fund

11.75

5.40

9.14

8.75

7.97

3.38

3.68

-0.19

SBI Magnum COMMA

12.02

3.14

8.72

7.59

9.67

7.77

9.71

9.28

SBI Magnum Equity ESG Fund

16.58

14.14

14.59

17.37

9.89

10.73

15.00

SBI Magnum Global

6.88

1.31

11.11

15.13

7.75

11.06

14.05

SBI PSU

7.10

-0.07

0.05

0.09

0.63

-0.18

0.42

-0.84

SBI Technology Opportunities Fund

13.49

12.36

15.25

15.18

8.57

8.12

13.45

Sundaram Financial Services Opportunities Ret

28.87

28.85

18.62

27.32

11.21

15.69

14.72

17.67

Sundaram Infrastructure Advantage Fund

3.30

12.64

8.14

15.89

5.44

9.72

8.32

12.71

Sundaram Rural and Consumption Fund

3.75

10.49

10.52

14.62

11.52

9.50

11.15

10.15

Sundaram Services Fund

23.06

12.03

20.16

6.71

Tata Banking and Financial Services Fund

28.69

28.85

23.30

27.32

21.43

21.26

Tata Digital India Fund

8.84

13.25

18.20

18.37

11.08

11.11

Tata Ethical

4.50

4.52

10.41

12.24

6.31

9.55

15.59

Tata India Consumer Fund

-1.46

1.67

19.42

14.46

14.68

9.92

Tata India Pharma & HealthCare Fund

7.42

-6.19

3.09

-6.56

-2.08

-8.93

Tata Infrastructure

3.18

-8.64

7.92

0.73

5.67

1.40

11.94

Tata Resources & Energy Fund

10.41

3.14

7.82

7.59

10.48

11.75

Taurus Banking & Financial Services

27.48

23.50

22.45

22.43

9.90

12.42

15.41

18.91

Taurus Ethical

5.31

7.64

11.30

12.59

6.82

8.65

16.64

15.40

Taurus Infrastructure

1.12

5.40

10.47

8.75

6.82

3.38

7.18

2.32

UTI Banking and Financial Services Fund

13.77

28.85

15.42

27.32

8.82

15.69

16.06

19.54

UTI Healthcare Fund

2.64

-1.00

0.27

-1.79

0.53

-0.83

12.47

12.71

UTI India Consumer

6.49

1.67

11.69

14.46

7.02

9.71

8.40

11.48

UTI Infrastructure

7.68

5.40

9.14

8.75

4.99

3.38

11.81

8.03

UTI MNC

-0.59

1.31

11.22

15.13

8.31

11.06

16.31

13.51

UTI Transportation and Logistics

-8.62

1.15

2.76

4.76

15.29

The only word of caution here is that you cannot extrapolate the performance to the future as the cycles keep changing and you need to shift your strategy accordingly. Some of these sectoral funds have been consistent underperformers like pharma and infrastructure while banking funds have done better on a consistency metrics.