Equity mutual funds with a theme component are called themed funds. As they choose businesses and industries linked by a concept, these funds have a wider focus than sectoral funds. Cement, power, steel, and other industries are among the sectors that an infrastructure theme fund will invest in.
Diversification: Thematic investing lets investors spread their money across many sectors and industries that are linked to a certain theme or trend. This may offer more diversification than traditional investing.
Higher Returns: Thematic investing can also give you higher returns than regular investing because companies that are related to a certain theme or trend may grow fastand make more money.
Personal Values: Thematic investing can help investors make sure their investments are in line with their beliefs and values because they can pick themes that are related to their hobbies or help causes they care about.
Lets have a closer look.
Now let us jump and check about these top 15 mutual fund schemes.
HDFC Defence Fund
Fund Performance: The HDFC Defence Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC Defence Fund Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC Defence Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies.
Scheme Manager: Abhishek Poddar, Dhruv Muchhal.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 3661.03
1 Y Return (%)
: 100.31
Risko-Meter : Very High
Invesco India PSU Equity Fund
Fund Performance: The Invesco India PSU Equity Fund Fund has given 40.23% annualized returns in the past three years and 32.86% in the last 5 years and 18.67% in the last 10 years. The Invesco India PSU Equity Fund Fund comes under the Equity category of Invesco Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Invesco India PSU Equity Fund via lump sum is ₹ 1000 and via SIP is ₹ 500.
Scheme Objective: The fund aims capital appreciation by investing in equity and equity related instruments of companies where the Central / State Government(s) has majority shareholding or management control or powers to appoint majority of directors.
Scheme Manager: Dhimant Kothari.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1355.17
1 Y Return (%)
: 84.52
Risko-Meter : Very High
ICICI Prudential PSU Equity Fund
Fund Performance: The ICICI Prudential PSU Equity Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The ICICI Prudential PSU Equity Fund Fund comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential PSU Equity Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs).
Scheme Manager: Mittul Kalawadia, Anand V Sharma.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 2649.46
1 Y Return (%)
: 84.35
Risko-Meter : Very High
Aditya Birla Sun Life PSU Equity Fund
Fund Performance: The Aditya Birla Sun Life PSU Equity Fund Fund has given 42.73% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Aditya Birla Sun Life PSU Equity Fund Fund comes under the Equity category of Aditya Birla Sun Life Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life PSU Equity Fund via lump sum is ₹ 500 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to provides long term capital appreciation by investing in equity and equity related instruments of Public Sector Undertakings (PSUs).
Scheme Manager: Dhaval Gala, Dhaval Joshi.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 5114.33
1 Y Return (%)
: 83.99
Risko-Meter : Very High
SBI PSU Fund
Fund Performance: The SBI PSU Fund Fund has given 43.30% annualized returns in the past three years and 29.67% in the last 5 years and 13.55% in the last 10 years. The SBI PSU Fund Fund comes under the Equity category of SBI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in SBI PSU Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide opportunities for long-term growth through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs and others.
Scheme Manager: Rohit Shimpi.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 3699.55
1 Y Return (%)
: 83.98
Risko-Meter : Very High
Quant Manufacturing Fund
Fund Performance: The Quant Manufacturing Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Quant Manufacturing Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Manufacturing Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long term capital appreciation by investing in equity and equity related instruments of companies that follow the manufacturing theme.
Fund Performance: The Franklin India Opportunities Fund Fund has given 29.96% annualized returns in the past three years and 29.53% in the last 5 years and 18.36% in the last 10 years. The Franklin India Opportunities Fund Fund comes under the Equity category of Franklin Templeton Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Franklin India Opportunities Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme aims to generate capital appreciation by capitalising on the long-term growth opportunities in the India economy. The scheme will invest in a broad range of stocks without any limitation either qualitative or quantitative and across market capitalization.
Scheme Manager: R Janakiraman, Sandeep Manam, Kiran Sebastian.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 4575.97
1 Y Return (%)
: 68.08
Risko-Meter : Very High
Quant Business Cycle Fund
Fund Performance: The Quant Business Cycle Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Quant Business Cycle Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Business Cycle Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.
Fund Performance: The HDFC Transportation and Logistics Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The HDFC Transportation and Logistics Fund Fund comes under the Equity category of HDFC Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in HDFC Transportation and Logistics Fund via lump sum is ₹ 100 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities under Transportation and Logistics theme.
Scheme Manager: Priya Ranjan, Dhruv Muchhal.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 1009.5978
1 Y Return (%)
: 63.08
Risko-Meter : Very High
360 ONE QUANT FUND REGULAR GROWTH
Fund Performance: The 360 ONE QUANT FUND REGULAR GROWTH Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The 360 ONE QUANT FUND REGULAR GROWTH Fund comes under the Equity category of 360 ONE Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE QUANT FUND REGULAR GROWTH via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seeks to generate long term capital appreciation for investors from a portfolio of equity and equity related securities selected based on quant theme.
Scheme Manager: Parijat Garg, Rohit Vaidyanathan.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 322.52
1 Y Return (%)
: 62.35
Risko-Meter : Very High
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND
Fund Performance: The ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND Fund comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme is seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in transportation and logistics sectors.
Scheme Manager: Rajat Chandak, Priyanka Khandelwal, Sharmila D'mello.
Min Amt SIP
: ₹ 500
AUM in ( Cr.)
: ₹ 3155.2
1 Y Return (%)
: 60.15
Risko-Meter : Very High
ICICI Prudential Manufacturing Fund
Fund Performance: The ICICI Prudential Manufacturing Fund Fund has given 30.85% annualized returns in the past three years and 29.72% in the last 5 years and 0.00% in the last 10 years. The ICICI Prudential Manufacturing Fund Fund comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Manufacturing Fund via lump sum is ₹ 5000 and via SIP is ₹ 500.
Scheme Objective: The scheme seeks to generate long term capital appreciation by creating a portfolio that is invested predominantly in equity and equity related securities of companies engaged in manufacturing theme.
Fund Performance: The BANDHAN TRANSPORTATION AND LOGISTICS FUND Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The BANDHAN TRANSPORTATION AND LOGISTICS FUND Fund comes under the Equity category of Bandhan Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in BANDHAN TRANSPORTATION AND LOGISTICS FUND via lump sum is ₹ 1000 and via SIP is ₹ 1000.
Scheme Objective: The Scheme seeks to generate long-term capital growth by investing predominantly in equity and equity related securities of companies engaged in the transportation and logistics sector.
Scheme Manager: Harshal Joshi, Daylynn Gerard Paul Pinto, Ritika Behera.
Min Amt SIP
: ₹ 1000
AUM in ( Cr.)
: ₹ 554.2
1 Y Return (%)
: 55.95
Risko-Meter : Very High
Kotak Quant Fund
Fund Performance: The Kotak Quant Fund Fund has given 0.00% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Kotak Quant Fund Fund comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Quant Fund via lump sum is ₹ 5000 and via SIP is ₹ 1000.
Scheme Objective: The scheme seek to generate long term capital appreciation by investing predominantly in equity and equity related securities selected based on quant model theme.
Fund Performance: The Quant Quantamental Fund Fund has given 34.50% annualized returns in the past three years and 0.00% in the last 5 years and 0.00% in the last 10 years. The Quant Quantamental Fund Fund comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Quantamental Fund via lump sum is ₹ 5000 and via SIP is ₹ 100.
Scheme Objective: The scheme seeks to deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
