The table below shows a list of Top Performed Thematic Funds in 10 Years based on AUM, NAV & Minimum SIP.
| Name | AUM | NAV | Minimum SIP (rs.) |
| SBI ESG Exclusionary Strategy Fund | 5,874.16 | 263.59 | 1,500 |
| Franklin India Opportunities Fund | 3,933.36 | 273.96 | 500 |
| UTI Transportation & Logistics Fund | 3,698.11 | 319.63 | 500 |
| SBI PSU Fund | 3,071.30 | 38.3 | 1,500 |
| Tata Ethical Fund | 2,817.12 | 479.76 | 1,500 |
| Invesco India PSU Equity Fund | 1,362.76 | 82.35 | 500 |
| SBI Magnum Comma Fund | 619.97 | 114.16 | 5,000 |
| Quant ESG Equity Fund | 278.56 | 39.66 | 1,000 |
| Taurus Ethical Fund | 198.19 | 152.85 | 1,000 |
| Nippon India Quant Fund | 70.77 | 76.68 | 100 |
Content:
- What Is The Thematic Fund?
- Best Performed Thematic Fund in 10 years
- List Of Top Performed Thematic Fund in 10 years
- Top Performed Thematic Fund in 10 years
- Who Should Invest In Top Performed Thematic Fund in 10 years?
- How To Invest In Top Performed Thematic Fund in 10 years?
- Performance Metrics Of Best Performed Thematic Fund in 10 years?
- Benefits Of Investing In Top Performed Thematic Fund in 10 years?
- Challenges Of Investing In Best Performed Thematic Fund in 10 years?
- Introduction to Top Performed Thematic Fund in 10 years
- Best Top Performed Thematic Fund in 10 years – FAQs
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.
| Name | Expense Ratio | Minimum SIP (rs.) |
| SBI Magnum Comma Fund | 1.93 | 5,000 |
| SBI ESG Exclusionary Strategy Fund | 1.3 | 1,500 |
| Taurus Ethical Fund | 1.2 | 1,000 |
| Invesco India PSU Equity Fund | 0.94 | 500 |
| SBI PSU Fund | 0.78 | 1,500 |
| Quant ESG Equity Fund | 0.77 | 1,000 |
| UTI Transportation & Logistics Fund | 0.75 | 500 |
| Tata Ethical Fund | 0.72 | 1,500 |
| Franklin India Opportunities Fund | 0.67 | 500 |
| Nippon India Quant Fund | 0.5 | 100 |
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.
| Name | CAGR 3Y | Minimum SIP (rs.) |
| SBI PSU Fund | 43.67 | 1,500 |
| Invesco India PSU Equity Fund | 42.32 | 500 |
| UTI Transportation & Logistics Fund | 34.74 | 500 |
| Quant ESG Equity Fund | 32.45 | 1,000 |
| Franklin India Opportunities Fund | 32.31 | 500 |
| Nippon India Quant Fund | 24.7 | 100 |
| Taurus Ethical Fund | 20.47 | 1,000 |
| Tata Ethical Fund | 20.05 | 1,500 |
| SBI ESG Exclusionary Strategy Fund | 18.09 | 1,500 |
| SBI Magnum Comma Fund | 15.66 | 5,000 |
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.
| Name | AMC | Exit Load |
| UTI Transportation & Logistics Fund | UTI Asset Management Company Private Limited | 1 |
| Taurus Ethical Fund | Taurus Asset Management Company Limited | 1 |
| Tata Ethical Fund | Tata Asset Management Private Limited | 0.5 |
| SBI PSU Fund | SBI Funds Management Limited | 0.5 |
| SBI ESG Exclusionary Strategy Fund | SBI Funds Management Limited | 1 |
| SBI Magnum Comma Fund | SBI Funds Management Limited | 0.5 |
| Quant ESG Equity Fund | Quant Money Managers Limited | 1 |
| Nippon India Quant Fund | Nippon Life India Asset Management Limited | 0.25 |
| Invesco India PSU Equity Fund | Invesco Asset Management Company Pvt Ltd. | 1 |
| Franklin India Opportunities Fund | Franklin Templeton Asset Management (India) Private Limited | 1 |
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
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.
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.
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.
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.
