+91-22-48913909Top 10 Best Performing Sectoral Mutual Funds 2026
In the world of Investing, there are investors who firmly believe in ‘High-risk High-return’ investments. And for such high-risk takers, Mutual Funds have something on hold – Sector Funds!
Sector Mutual funds invest in a particular sector as defined by their investment objective. Some of the sectors like infra, pharma, banking have been consistently growing and have a positive outlook for the future. Though such Mutual Funds can double or trouble your money, investors with a high-risk appetite can invest in sector funds.
In this article, you will get some detailed insights about sector funds along with best sector mutual funds to invest in 2026.
Why to Invest in Sector Mutual Funds?
A sector fund is a type of Mutual Fund that invests in securities of specific sectors of the economy, such as banking, telecom, FMCG, pharmaceutical, Information Technology (IT), and infrastructure. In other words, sector funds narrow down your invested wealth only to the specific industry or sector. For instance, a banking sector fund can invest in banks and a pharma fund can invest only in stocks of pharma companies. The fund managers of these funds invest money into shares of companies which are doing well in the market. The overall objective of such investment is to invest in those sectors which have a high growth potential in the near future.
These fund can really end up making a huge profit, if the timing of investment is accurate. One should know when to enter and exit the fund. Investors should invest in areas of the market where they are confident about or see growth in the future. The main idea is to tap-in on the growth of a particular industry and sector. The other advantage of sector funds is its ability to protect you from individual firm-specific risk. Rather than buying individual stocks, investing in sector funds would ensure that a company’s bad performance wouldn’t affect your Portfolio.
But, before you invest in a sector mutual fund, you should be confident on why you believe that sector is likely to perform well in the near future.
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Smart Tips to Investing in Best Sector Mutual Funds
Here are some of the things that you need to know before investing in sector funds:
1. Mutual Fund Objective
One should always understand the objective of the Mutual Fund scheme appropriately. For example, some sector mutual funds invest only up to 65 percent of the portfolio in the stated sector. This can dilute your exposure to a sector and shall not provide the yield as expected by you.
2. Timing the Market
As they say, to grow wealth in the stock market, “Time in the market is more important than timing the market.” But, when it comes to making money in the sector mutual funds, one needs to learn to time the market, especially, in the cyclical sectors like cement, Bank, steel, etc. For instance, banking stocks tend to perform well when the interest rates are low or are expected to fall. And they underperform when the interest rates are rising. So, in order to gain good returns in a banking fund, one needs to be at the right turn of the interest rate cycle.
Ideally, an investor should take the SIP route to build an exposure to such funds, but one must close the SIPs and exit position in the sector mutual funds when the sector fundamentals begin to fade or sink.
Unlike Diversified Funds, sector mutual funds are less diversified, thus the exposure of risk is comparatively high. The disadvantage around sector funds is the higher rate of Volatility. This is due to its nature of the investment. An investor would gain excessive returns when the market is moving in an upward direction and would suffer a tremendous loss when the market of that particular sector is deteriorating.
3. Know when to Exit
Compared to diversified mutual funds, a sector mutual fund should not be held in the portfolio for a very long time. Ideally, when a sector is expected to do well, one must buy such a fund and exit the fund when it starts going out of the favor. As these funds are mostly cyclical, their tenure is generally 3-5 years. Thus, investors should spend some good amount of time to know when to exit such funds.
4. Limited Exposure
Investors investing in sector funds should understand that the fund manager is restricted in his investment options and will have to continue investing in a particular sector even if that sector is not performing well in the market. Whereas, in equity diversified funds, a fund manager is not bound to any such restriction.
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Fund Selection Methodology used to find 10 funds
Top & Best Sector Mutual Funds To Invest In FY 26 - 27
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹87.1824
↑ 3.21 ₹1,458 -13.9 -15.2 -3.3 12 11.2 -0.1 Franklin Build India Fund Growth ₹142.553
↑ 5.38 ₹3,174 0.8 0.6 15 26 23.2 3.7 DSP Natural Resources and New Energy Fund Growth ₹106.018
↑ 1.10 ₹1,990 4.1 12.5 37.8 23.3 18.9 17.5 Bandhan Infrastructure Fund Growth ₹45.327
↑ 1.86 ₹1,469 -4.6 -8.3 2.6 21.3 18.9 -6.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹60.61
↑ 3.29 ₹3,673 -6.4 -0.4 11 15.7 13.2 17.5 Kotak Infrastructure & Economic Reform Fund Growth ₹63.703
↑ 2.71 ₹2,339 -1.7 -2.3 15 18.2 20.3 -3.7 SBI Magnum COMMA Fund Growth ₹111.524
↑ 2.54 ₹999 -2 2.9 22.5 19.6 14.2 12.3 SBI Consumption Opportunities Fund Growth ₹278.537
↑ 8.31 ₹2,970 -7.9 -9.5 -4.6 11.2 14.3 -6.3 Mirae Asset Great Consumer Fund Growth ₹85.753
↑ 3.40 ₹4,473 -7.7 -10.2 3.3 14.4 13.7 3.4 Nippon India Power and Infra Fund Growth ₹346.011
↑ 11.95 ₹7,128 -4.4 -4.5 11.9 23.5 22.1 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 Apr 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Bandhan Infrastructure Fund Aditya Birla Sun Life Banking And Financial Services Fund Kotak Infrastructure & Economic Reform Fund SBI Magnum COMMA Fund SBI Consumption Opportunities Fund Mirae Asset Great Consumer Fund Nippon India Power and Infra Fund Point 1 Bottom quartile AUM (₹1,458 Cr). Upper mid AUM (₹3,174 Cr). Lower mid AUM (₹1,990 Cr). Bottom quartile AUM (₹1,469 Cr). Upper mid AUM (₹3,673 Cr). Lower mid AUM (₹2,339 Cr). Bottom quartile AUM (₹999 Cr). Upper mid AUM (₹2,970 Cr). Top quartile AUM (₹4,473 Cr). Highest AUM (₹7,128 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (13+ yrs). Established history (15+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 11.18% (bottom quartile). 5Y return: 23.21% (top quartile). 5Y return: 18.86% (upper mid). 5Y return: 18.86% (upper mid). 5Y return: 13.16% (bottom quartile). 5Y return: 20.26% (upper mid). 5Y return: 14.23% (lower mid). 5Y return: 14.32% (lower mid). 5Y return: 13.67% (bottom quartile). 5Y return: 22.12% (top quartile). Point 6 3Y return: 12.01% (bottom quartile). 3Y return: 26.02% (top quartile). 3Y return: 23.30% (upper mid). 3Y return: 21.26% (upper mid). 3Y return: 15.74% (lower mid). 3Y return: 18.17% (lower mid). 3Y return: 19.56% (upper mid). 3Y return: 11.21% (bottom quartile). 3Y return: 14.37% (bottom quartile). 3Y return: 23.49% (top quartile). Point 7 1Y return: -3.30% (bottom quartile). 1Y return: 14.96% (upper mid). 1Y return: 37.75% (top quartile). 1Y return: 2.60% (bottom quartile). 1Y return: 10.99% (lower mid). 1Y return: 15.04% (upper mid). 1Y return: 22.47% (top quartile). 1Y return: -4.61% (bottom quartile). 1Y return: 3.34% (lower mid). 1Y return: 11.90% (upper mid). Point 8 Alpha: -8.06 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 1.16 (upper mid). Alpha: 3.62 (top quartile). Alpha: 5.27 (top quartile). Alpha: -7.82 (bottom quartile). Alpha: -2.20 (bottom quartile). Alpha: 0.23 (upper mid). Point 9 Sharpe: 0.03 (bottom quartile). Sharpe: 1.51 (upper mid). Sharpe: 2.40 (top quartile). Sharpe: 0.60 (lower mid). Sharpe: 1.34 (upper mid). Sharpe: 1.20 (upper mid). Sharpe: 1.99 (top quartile). Sharpe: 0.00 (bottom quartile). Sharpe: 0.53 (bottom quartile). Sharpe: 1.10 (lower mid). Point 10 Information ratio: -0.67 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.24 (top quartile). Information ratio: -0.40 (lower mid). Information ratio: -0.25 (lower mid). Information ratio: -0.89 (bottom quartile). Information ratio: -0.53 (bottom quartile). Information ratio: 0.34 (top quartile). Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
Bandhan Infrastructure Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Kotak Infrastructure & Economic Reform Fund
SBI Magnum COMMA Fund
SBI Consumption Opportunities Fund
Mirae Asset Great Consumer Fund
Nippon India Power and Infra Fund
*List of Best Sectorial Mutual Funds having AUM/Net Assets > 100 Crore.
(Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Consumption Opportunities Fund Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns Research Highlights for Mirae Asset Great Consumer Fund Below is the key information for Mirae Asset Great Consumer Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on 1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (08 Apr 26) ₹87.1824 ↑ 3.21 (3.83 %) Net Assets (Cr) ₹1,458 on 28 Feb 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio 0.03 Information Ratio -0.67 Alpha Ratio -8.06 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -4.8% 3 Month -13.9% 6 Month -15.2% 1 Year -3.3% 3 Year 12% 5 Year 11.2% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Data below for Sundaram Rural and Consumption Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (08 Apr 26) ₹142.553 ↑ 5.38 (3.93 %) Net Assets (Cr) ₹3,174 on 28 Feb 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 1.51 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -0.8% 3 Month 0.8% 6 Month 0.6% 1 Year 15% 3 Year 26% 5 Year 23.2% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Data below for Franklin Build India Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (07 Apr 26) ₹106.018 ↑ 1.10 (1.05 %) Net Assets (Cr) ₹1,990 on 28 Feb 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 2.4 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.2% 3 Month 4.1% 6 Month 12.5% 1 Year 37.8% 3 Year 23.3% 5 Year 18.9% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Data below for DSP Natural Resources and New Energy Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (08 Apr 26) ₹45.327 ↑ 1.86 (4.28 %) Net Assets (Cr) ₹1,469 on 28 Feb 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.6 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.3% 3 Month -4.6% 6 Month -8.3% 1 Year 2.6% 3 Year 21.3% 5 Year 18.9% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.9% 2023 39.3% 2022 50.3% 2021 1.7% 2020 64.8% 2019 6.3% 2018 -5.3% 2017 -25.9% 2016 58.7% 2015 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Data below for Bandhan Infrastructure Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (08 Apr 26) ₹60.61 ↑ 3.29 (5.74 %) Net Assets (Cr) ₹3,673 on 28 Feb 26 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.34 Information Ratio 0.24 Alpha Ratio 1.16 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1% 3 Month -6.4% 6 Month -0.4% 1 Year 11% 3 Year 15.7% 5 Year 13.2% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 8.7% 2022 21.7% 2021 11.5% 2020 16.8% 2019 1.1% 2018 14.9% 2017 -2.4% 2016 47.6% 2015 15.7% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (08 Apr 26) ₹63.703 ↑ 2.71 (4.44 %) Net Assets (Cr) ₹2,339 on 28 Feb 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 1.2 Information Ratio -0.4 Alpha Ratio 3.62 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -0.3% 3 Month -1.7% 6 Month -2.3% 1 Year 15% 3 Year 18.2% 5 Year 20.3% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Data below for Kotak Infrastructure & Economic Reform Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (08 Apr 26) ₹111.524 ↑ 2.54 (2.33 %) Net Assets (Cr) ₹999 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 1.99 Information Ratio -0.25 Alpha Ratio 5.27 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -2.3% 3 Month -2% 6 Month 2.9% 1 Year 22.5% 3 Year 19.6% 5 Year 14.2% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Data below for SBI Magnum COMMA Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (08 Apr 26) ₹278.537 ↑ 8.31 (3.08 %) Net Assets (Cr) ₹2,970 on 28 Feb 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.01 Information Ratio -0.89 Alpha Ratio -7.82 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -1.9% 3 Month -7.9% 6 Month -9.5% 1 Year -4.6% 3 Year 11.2% 5 Year 14.3% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.3% 2023 22.8% 2022 29.9% 2021 13.9% 2020 35.6% 2019 13.9% 2018 0.1% 2017 -2% 2016 53.1% 2015 2.4% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Data below for SBI Consumption Opportunities Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (08 Apr 26) ₹85.753 ↑ 3.40 (4.13 %) Net Assets (Cr) ₹4,473 on 28 Feb 26 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio 0.53 Information Ratio -0.53 Alpha Ratio -2.2 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -0.4% 3 Month -7.7% 6 Month -10.2% 1 Year 3.3% 3 Year 14.4% 5 Year 13.7% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 17.2% 2022 32.9% 2021 7.2% 2020 33% 2019 11.2% 2018 8.6% 2017 1.9% 2016 51% 2015 2% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Data below for Mirae Asset Great Consumer Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (08 Apr 26) ₹346.011 ↑ 11.95 (3.58 %) Net Assets (Cr) ₹7,128 on 28 Feb 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 1.1 Information Ratio 0.34 Alpha Ratio 0.23 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 Apr 26 Duration Returns 1 Month -3.3% 3 Month -4.4% 6 Month -4.5% 1 Year 11.9% 3 Year 23.5% 5 Year 22.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
Conclusion
Sector funds expose your portfolio to concentrated risk, in fact, it can incur you a huge loss, if you don’t keep yourself abreast of business cycles. On the other hand, if you are well-versed with the sector fundamentals and have the capability to assess the volatility that is bound with such funds, you can make a good profit. However, always be very careful when investing in sector funds and invest only a limited portion of capital!
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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