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Top Performed Thematic Fund In 10 Years English

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Top Performed Thematic Fund in 10 years

The table below shows a list of Top Performed Thematic Funds in 10 Years based on AUM, NAV & Minimum SIP.

NameAUMNAVMinimum SIP (rs.)
SBI ESG Exclusionary Strategy Fund5,874.16263.591,500
Franklin India Opportunities Fund3,933.36273.96500
UTI Transportation & Logistics Fund3,698.11319.63500
SBI PSU Fund3,071.3038.31,500
Tata Ethical Fund2,817.12479.761,500
Invesco India PSU Equity Fund1,362.7682.35500
SBI Magnum Comma Fund619.97114.165,000
Quant ESG Equity Fund278.5639.661,000
Taurus Ethical Fund198.19152.851,000
Nippon India Quant Fund70.7776.68100

What Is The Thematic Fund?

A thematic fund is an investment vehicle focused on specific themes, such as emerging technologies, environmental sustainability, or demographic trends. Unlike traditional funds, it invests across sectors and regions based on a unifying theme, aiming to capitalize on long-term trends and growth opportunities associated with that theme. This approach offers targeted exposure to investors’ chosen interests.

Best Performed Thematic Fund in 10 years

The table below shows the Best Top Performed Thematic Fund in 10 Years based on Expense Ratio and Minimum SIP.

NameExpense RatioMinimum SIP (rs.)
SBI Magnum Comma Fund1.935,000
SBI ESG Exclusionary Strategy Fund1.31,500
Taurus Ethical Fund1.21,000
Invesco India PSU Equity Fund0.94500
SBI PSU Fund0.781,500
Quant ESG Equity Fund0.771,000
UTI Transportation & Logistics Fund0.75500
Tata Ethical Fund0.721,500
Franklin India Opportunities Fund0.67500
Nippon India Quant Fund0.5100

List Of Top Performed Thematic Fund in 10 years

The table below shows the Top Performed Thematic Fund in 10 Years based on CAGR 3Y and Minimum SIP.

NameCAGR 3YMinimum SIP (rs.)
SBI PSU Fund43.671,500
Invesco India PSU Equity Fund42.32500
UTI Transportation & Logistics Fund34.74500
Quant ESG Equity Fund32.451,000
Franklin India Opportunities Fund32.31500
Nippon India Quant Fund24.7100
Taurus Ethical Fund20.471,000
Tata Ethical Fund20.051,500
SBI ESG Exclusionary Strategy Fund18.091,500
SBI Magnum Comma Fund15.665,000

Top Performed Thematic Fund in 10 years

The table below shows the Top Performed Thematic Fund in 10 Years based on AMC and Exit Load.

NameAMCExit Load
UTI Transportation & Logistics FundUTI Asset Management Company Private Limited1
Taurus Ethical FundTaurus Asset Management Company Limited1
Tata Ethical FundTata Asset Management Private Limited0.5
SBI PSU FundSBI Funds Management Limited0.5
SBI ESG Exclusionary Strategy FundSBI Funds Management Limited1
SBI Magnum Comma FundSBI Funds Management Limited0.5
Quant ESG Equity FundQuant Money Managers Limited1
Nippon India Quant FundNippon Life India Asset Management Limited0.25
Invesco India PSU Equity FundInvesco Asset Management Company Pvt Ltd.1
Franklin India Opportunities FundFranklin Templeton Asset Management (India) Private Limited1

Who Should Invest In Top Performed Thematic Fund in 10 years?

Investors with a strong belief in the long-term potential of specific themes, such as technology, healthcare, or sustainability, should consider top-performing thematic funds. These investors should be willing to accept higher risk for potentially higher returns and have a long-term investment horizon, allowing them to ride out short-term volatility and capitalize on the fund’s growth over a decade.

How To Invest In Top Performed Thematic Fund in 10 years?

To invest in a top-performing thematic fund, first research and identify funds with strong long-term performance aligned with your interests. Use online brokerage platforms or consult financial advisors to purchase shares. Regularly review fund performance, stay informed about the theme’s prospects, and consider systematic investment plans (SIPs) to average out costs and mitigate market volatility over the decade.

Performance Metrics Of Best Performed Thematic Fund in 10 years?

Performance metrics of the best-performing thematic funds over 10 years highlight targeted growth in specific sectors, high returns, and focused risk management. These funds excel by capitalizing on emerging trends and sector-specific opportunities.

  • Targeted Growth: Thematic funds achieve targeted growth by focusing on specific sectors or trends, aligning with long-term market opportunities, and delivering strong returns over a decade.
  • High Returns: By investing in high-growth sectors, these funds often yield higher returns compared to broader market funds, rewarding investors who correctly anticipate sector trends.
  • Focused Risk Management: Effective risk management within specific themes ensures that while the focus is narrow, the risks are carefully balanced to optimize returns.
  • Sector Expertise: The fund managers’ deep expertise in the chosen theme allows for informed decisions and strategic investments, maximizing the fund’s performance in its specialized area.

Benefits Of Investing In Top Performed Thematic Fund in 10 years?

The main benefits of investing in a top-performing thematic fund over the past 10 years include capital growth, diversification, professional management, and alignment with emerging trends, providing investors with potentially higher returns and reduced risk exposure.

1. Capital Growth: Investing in a high-performing thematic fund can yield significant capital appreciation, leveraging growth in targeted sectors and industries that outperform the broader market.

2. Diversification: Thematic funds spread investments across various companies within a theme, reducing the risk associated with investing in a single stock or sector.

3. Professional Management: Managed by experts, these funds benefit from professional analysis and strategic adjustments, enhancing the likelihood of sustained performance and optimal returns.

4. Alignment with Trends: Investing in thematic funds aligns your portfolio with emerging and disruptive trends, positioning you to benefit from long-term growth in innovative and high-potential areas.

Challenges Of Investing In Best Performed Thematic Fund in 10 years?

The main challenges of investing in a top-performing thematic fund over the past 10 years include high volatility, concentration risk, timing the market, and higher fees, which can impact the overall investment performance and risk profile.

1. High Volatility: Thematic funds can experience significant price fluctuations due to their focus on specific sectors, making them more susceptible to market changes and economic shifts.

2. Concentration Risk: With investments concentrated in a particular theme or sector, poor performance in that area can lead to substantial losses, reducing portfolio diversification.

3. Timing the Market: Successfully investing in thematic funds often requires precise market timing to capitalize on trends, which can be challenging for average investors and lead to suboptimal returns.

4. Higher Fees: Thematic funds often come with higher management fees and expenses compared to traditional funds, which can erode returns over time and impact overall investment profitability.

Introduction to Top Performed Thematic Fund in 10 years

SBI ESG Exclusionary Strategy Fund

SBI ESG Exclusionary Strategy Fund seeks long-term growth through a diversified portfolio adhering to ESG criteria, using negative screening and best-in-class approaches, with no guaranteed returns. It was launched on January 1, 1991.

SBI ESG Exclusionary Strategy Fund as a Thematic fund, manages assets valued at ₹5,874.16 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 19.96%. This fund has an exit load of 1% and an expense ratio of 1.3%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.96%, and Other – 2.04%.

Franklin India Opportunities Fund

Franklin India Opportunities Direct Fund-Growth is a Thematic mutual fund scheme from Franklin Templeton Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

Franklin India Opportunities Direct Fund-Growth as a Thematic fund, manages assets valued at ₹3,933.36 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.52%. This fund has an exit load of 1% and an expense ratio of 0.67%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  94.33%, and Other – 5.67%.

UTI Transportation & Logistics Fund

UTI Transportation and Logistics Fund Direct-Growth is a Thematic mutual fund scheme from UTI Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

UTI Transportation and Logistics Fund Direct-Growth as a Thematic fund, manages assets valued at ₹3,698.11 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.05%. This fund has an exit load of 1% and an expense ratio of 0.75%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  95.7%, Debt – 0.09%, and Other – 4.21%.

SBI PSU Fund

SBI Banking and PSU Fund Direct-Growth is a Banking and PSU mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

SBI Banking and PSU Fund Direct-Growth as a Thematic fund, manages assets valued at ₹3,071.30 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 30.05%. This fund has an exit load of 0.5% and an expense ratio of 0.78%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  91.53%, and Other – 8.47%.

Tata Ethical Fund

Tata Ethical Direct Plan-Growth is a Thematic mutual fund scheme from Tata Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Tata Ethical Direct Plan-Growth as a Thematic fund, manages assets valued at ₹2,817.12 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 25.24%. This fund has an exit load of 0.5% and an expense ratio of 0.72%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.43%, and Other – 2.57%.

Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Direct-Growth is a Thematic-PSU mutual fund scheme from Invesco Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013.

Invesco India PSU Equity Fund Direct-Growth as a Thematic fund, manages assets valued at ₹1,362.76 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 34.86%. This fund has an exit load of 1% and an expense ratio of 0.94%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  96.99%, and Other – 3.01%.

SBI Magnum Comma Fund

SBI Magnum COMMA Fund Direct-Growth is a Thematic mutual fund scheme from Sbi Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

SBI Magnum COMMA Fund Direct-Growth as a Thematic fund, manages assets valued at ₹619.97 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 26.28%. This fund has an exit load of 0.5% and an expense ratio of 1.93%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  93.62%, and Other – 6.38%.

Quant ESG Equity Fund

Quant ESG Equity Fund Direct-Growth is a Thematic-ESG mutual fund scheme from Quant Mutual Fund. This fund has been in existence for 3 years and 9 months, having been launched on 15/10/2020.

Quant ESG Equity Fund Direct-Growth as a Thematic fund, manages assets valued at ₹278.56 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of %. This fund has an exit load of 1% and an expense ratio of 0.77%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  97.28%, Debt – 3.58%, and Other – (-0.86)%.

Nippon India Quant Fund

Nippon India Quant Fund Retail Direct-Growth is a Thematic mutual fund scheme from Nippon India Mutual Fund. This fund has been in existence for 11 years and 7 months, having been launched on 01/01/2013. 

Nippon India Quant Fund Retail Direct-Growth as a Thematic fund, manages assets valued at ₹70.77 crores. Over the past 5 years, it has achieved a Compound Annual Growth Rate (CAGR) of 24.98%. This fund has an exit load of 0.25% and an expense ratio of 0.5%. According to SEBI, it falls under the Very High-risk category. The fund’s asset allocation comprises: Equity –  98.56%, and Other – 1.44%.

Best Top Performed Thematic Fund in 10 years –  FAQs

1. Which Are The Best Performed Thematic Fund in 10 years?

Best Performed Thematic Funds in 10 Years # 1: SBI ESG Exclusionary Strategy Fund
Best Performed Thematic Funds in 10 Years # 2: Franklin India Opportunities Fund
Best Performed Thematic Funds in 10 Years # 3: UTI Transportation & Logistics Fund
Best Performed Thematic Funds in 10 Years # 4: SBI PSU Fund
Best Performed Thematic Funds in 10 Years # 5: Tata Ethical Fund

These funds are listed based on the Highest AUM.

2. What Are The Top Performed Thematic Fund in 10 years?

The top performing Thematic Funds in 10 Years based on expense ratio include SBI Magnum Comma Fund, SBI ESG Exclusionary Strategy Fund, Taurus Ethical Fund, Invesco India PSU Equity Fund, and SBI PSU Fund.

3. Can I Invest In Top Performed Thematic Fund in 10 years?

Yes, you can invest in a top-performing thematic fund over the past 10 years. However, it’s essential to assess your risk tolerance, investment goals, and conduct thorough research or consult with a financial advisor to ensure it aligns with your overall investment strategy.

4. Is It Good To Invest In Top Performed Thematic Fund in 10 years?

To invest in the best-performing Thematic fund over the past decade, research top funds with strong historical returns and stability. Compare their features, open an investment account with a trusted provider, and allocate funds according to your risk profile and financial goals. Regularly review performance.

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Disclaimer: The above article is written for educational purposes, and the companies’ data mentioned in the article may change with respect to time The securities quoted are exemplary and are not recommendatory.

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