+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 (%) 2025 (%) DSP Natural Resources and New Energy Fund Growth ₹110.579
↑ 0.15 ₹2,343 2.8 14.5 24.9 24.3 17.2 17.5 Bandhan Infrastructure Fund Growth ₹47.758
↑ 0.26 ₹1,502 0.6 -3.6 -3.5 21.2 19.7 -6.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.78
↑ 0.01 ₹3,541 -7.8 -7.4 0.8 12.3 11.9 17.5 Franklin Build India Fund Growth ₹143.773
↑ 0.41 ₹3,214 -3.8 -1.5 4.6 24.3 22.3 3.7 Sundaram Rural and Consumption Fund Growth ₹88.157
↑ 0.01 ₹1,428 -4.7 -12.6 -7.7 11.8 12 -0.1 Kotak Infrastructure & Economic Reform Fund Growth ₹65.711
↑ 0.31 ₹2,373 -1.1 -0.5 4.1 17.9 21 -3.7 SBI Magnum COMMA Fund Growth ₹116.851
↑ 0.36 ₹1,081 2.5 8.5 14.5 21.5 12.9 12.3 SBI Consumption Opportunities Fund Growth ₹282.521
↓ -1.01 ₹2,933 -3.3 -8.8 -7.6 9.6 13.9 -6.3 Mirae Asset Great Consumer Fund Growth ₹86.576
↑ 0.03 ₹4,455 -4 -10.1 -3 12 13.4 3.4 Nippon India Power and Infra Fund Growth ₹376.007
↑ 2.63 ₹7,707 6.6 6.2 11.1 26.3 24.2 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 May 26 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Bandhan Infrastructure Fund Aditya Birla Sun Life Banking And Financial Services Fund Franklin Build India Fund Sundaram Rural and Consumption 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 Lower mid AUM (₹2,343 Cr). Bottom quartile AUM (₹1,502 Cr). Upper mid AUM (₹3,541 Cr). Upper mid AUM (₹3,214 Cr). Bottom quartile AUM (₹1,428 Cr). Lower mid AUM (₹2,373 Cr). Bottom quartile AUM (₹1,081 Cr). Upper mid AUM (₹2,933 Cr). Top quartile AUM (₹4,455 Cr). Highest AUM (₹7,707 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (12+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (13+ yrs). Established history (15+ yrs). Oldest track record among peers (22 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: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 17.15% (upper mid). 5Y return: 19.67% (upper mid). 5Y return: 11.86% (bottom quartile). 5Y return: 22.29% (top quartile). 5Y return: 12.03% (bottom quartile). 5Y return: 21.01% (upper mid). 5Y return: 12.91% (bottom quartile). 5Y return: 13.88% (lower mid). 5Y return: 13.41% (lower mid). 5Y return: 24.20% (top quartile). Point 6 3Y return: 24.31% (top quartile). 3Y return: 21.16% (upper mid). 3Y return: 12.26% (lower mid). 3Y return: 24.29% (upper mid). 3Y return: 11.83% (bottom quartile). 3Y return: 17.88% (lower mid). 3Y return: 21.46% (upper mid). 3Y return: 9.57% (bottom quartile). 3Y return: 11.95% (bottom quartile). 3Y return: 26.33% (top quartile). Point 7 1Y return: 24.85% (top quartile). 1Y return: -3.52% (bottom quartile). 1Y return: 0.83% (lower mid). 1Y return: 4.62% (upper mid). 1Y return: -7.70% (bottom quartile). 1Y return: 4.06% (upper mid). 1Y return: 14.52% (top quartile). 1Y return: -7.63% (bottom quartile). 1Y return: -3.02% (lower mid). 1Y return: 11.08% (upper mid). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 4.98 (upper mid). Alpha: 0.00 (lower mid). Alpha: -6.38 (bottom quartile). Alpha: 5.47 (top quartile). Alpha: 1.36 (upper mid). Alpha: -6.40 (bottom quartile). Alpha: -1.71 (bottom quartile). Alpha: 7.84 (top quartile). Point 9 Sharpe: 1.74 (top quartile). Sharpe: 0.06 (lower mid). Sharpe: 0.03 (lower mid). Sharpe: 0.37 (upper mid). Sharpe: -0.46 (bottom quartile). Sharpe: 0.41 (upper mid). Sharpe: 0.91 (top quartile). Sharpe: -0.48 (bottom quartile). Sharpe: -0.21 (bottom quartile). Sharpe: 0.54 (upper mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.50 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.54 (bottom quartile). Information ratio: -0.18 (lower mid). Information ratio: -0.08 (lower mid). Information ratio: -0.80 (bottom quartile). Information ratio: -0.55 (bottom quartile). Information ratio: 0.64 (top quartile). DSP Natural Resources and New Energy Fund
Bandhan Infrastructure Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Franklin Build India Fund
Sundaram Rural and Consumption 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.
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 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 (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 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. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (19 May 26) ₹110.579 ↑ 0.15 (0.13 %) Net Assets (Cr) ₹2,343 on 30 Apr 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.74 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,908 30 Apr 23 ₹12,255 30 Apr 24 ₹18,431 30 Apr 25 ₹17,579 30 Apr 26 ₹23,385 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 19 May 26 Duration Returns 1 Month 0.8% 3 Month 2.8% 6 Month 14.5% 1 Year 24.9% 3 Year 24.3% 5 Year 17.2% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 17.5% 2024 13.9% 2023 31.2% 2022 9.8% 2021 42.8% 2020 11.5% 2019 4.4% 2018 -15.3% 2017 43.1% 2016 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.84 Yr. Data below for DSP Natural Resources and New Energy Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Energy 40.61% Basic Materials 32.04% Utility 5.84% Industrials 1.43% Technology 0.97% Consumer Cyclical 0.12% Asset Allocation
Asset Class Value Cash 18.99% Equity 81.01% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Energy I2
Investment Fund | -12% ₹244 Cr 602,478 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL8% ₹169 Cr 8,808,711 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322868% ₹168 Cr 1,511,761 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003128% ₹168 Cr 5,905,732 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL5% ₹105 Cr 2,214,812
↑ 413,000 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | 5325224% ₹86 Cr 3,461,007 BGF Sustainable Energy I2
Investment Fund | -4% ₹82 Cr 330,203 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 5322344% ₹74 Cr 1,928,199 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA3% ₹69 Cr 1,533,115 Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 25 | IOC3% ₹59 Cr 4,371,802 2. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (20 May 26) ₹47.758 ↑ 0.26 (0.55 %) Net Assets (Cr) ₹1,502 on 30 Apr 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio 0.06 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,854 30 Apr 23 ₹14,217 30 Apr 24 ₹25,465 30 Apr 25 ₹25,446 30 Apr 26 ₹26,520 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -0.7% 3 Month 0.6% 6 Month -3.6% 1 Year -3.5% 3 Year 21.2% 5 Year 19.7% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.9% 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 2.27 Yr. Ritika Behera 7 Oct 23 2.57 Yr. Gaurav Satra 7 Jun 24 1.9 Yr. Data below for Bandhan Infrastructure Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 54.3% Utility 15.23% Basic Materials 9.05% Energy 5.4% Communication Services 4.79% Technology 4.13% Health Care 2.63% Financial Services 2.33% Real Estate 0.97% Consumer Cyclical 0.21% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹79 Cr 225,830
↑ 9,147 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹69 Cr 513,178 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹61 Cr 343,670 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS4% ₹55 Cr 410,546 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹55 Cr 1,362,488 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹52 Cr 48,772 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹49 Cr 125,492
↑ 6,500 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹46 Cr 4,733,244 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹39 Cr 296,403 NTPC Ltd (Utilities)
Equity, Since 31 Jul 23 | 5325553% ₹33 Cr 902,609 3. 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 (20 May 26) ₹59.78 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹3,541 on 30 Apr 26 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.03 Information Ratio 0.5 Alpha Ratio 4.98 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 30 Apr 21 ₹10,000 30 Apr 22 ₹10,994 30 Apr 23 ₹12,322 30 Apr 24 ₹16,046 30 Apr 25 ₹17,678 30 Apr 26 ₹18,383 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 19 May 26 Duration Returns 1 Month -4% 3 Month -7.8% 6 Month -7.4% 1 Year 0.8% 3 Year 12.3% 5 Year 11.9% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 17.5% 2024 8.7% 2023 21.7% 2022 11.5% 2021 16.8% 2020 1.1% 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.69 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Financial Services 97.29% Technology 1.09% Asset Allocation
Asset Class Value Cash 1.61% Equity 98.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK13% ₹470 Cr 3,717,929 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK12% ₹417 Cr 5,408,496 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹292 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN6% ₹205 Cr 1,918,689 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹200 Cr 2,137,250 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN5% ₹177 Cr 1,886,669 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406114% ₹137 Cr 1,346,861 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK4% ₹136 Cr 3,546,665 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹100 Cr 565,076 Bank of Maharashtra (Financial Services)
Equity, Since 31 Dec 25 | MAHABANK3% ₹98 Cr 12,546,499 4. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (20 May 26) ₹143.773 ↑ 0.41 (0.29 %) Net Assets (Cr) ₹3,214 on 30 Apr 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.37 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,746 30 Apr 23 ₹14,773 30 Apr 24 ₹26,326 30 Apr 25 ₹26,665 30 Apr 26 ₹29,695 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -3% 3 Month -3.8% 6 Month -1.5% 1 Year 4.6% 3 Year 24.3% 5 Year 22.3% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.7% 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.54 Yr. Kiran Sebastian 7 Feb 22 4.23 Yr. Sandeep Manam 18 Oct 21 4.54 Yr. Data below for Franklin Build India Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 31.88% Utility 16.03% Financial Services 14.02% Energy 13.73% Communication Services 7.21% Basic Materials 7.11% Real Estate 2.27% Consumer Cyclical 1.15% Technology 1.04% Asset Allocation
Asset Class Value Cash 5.57% Equity 94.43% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT7% ₹210 Cr 600,000
↓ -65,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003127% ₹194 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹169 Cr 1,260,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹166 Cr 420,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹163 Cr 4,400,000
↑ 421,273 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹127 Cr 710,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹121 Cr 4,100,000
↑ 500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹119 Cr 1,625,000
↑ 125,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹116 Cr 1,000,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹83 Cr 2,200,000
↑ 200,000 5. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (20 May 26) ₹88.157 ↑ 0.01 (0.01 %) Net Assets (Cr) ₹1,428 on 30 Apr 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.46 Information Ratio -0.54 Alpha Ratio -6.38 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 30 Apr 21 ₹10,000 30 Apr 22 ₹11,748 30 Apr 23 ₹12,725 30 Apr 24 ₹17,284 30 Apr 25 ₹19,430 30 Apr 26 ₹18,519 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -1.2% 3 Month -4.7% 6 Month -12.6% 1 Year -7.7% 3 Year 11.8% 5 Year 12% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.1% 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Rohit Seksaria 27 Feb 26 0.17 Yr. Shalav Saket 31 Dec 25 0.33 Yr. Anuj Bansal 27 Feb 26 0.17 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Consumer Cyclical 45.64% Consumer Defensive 24.87% Communication Services 11.76% Health Care 4.92% Financial Services 2.93% Industrials 1.92% Real Estate 1.76% Basic Materials 1.61% Asset Allocation
Asset Class Value Cash 4.59% Equity 95.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹131 Cr 735,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹119 Cr 402,064 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹107 Cr 3,733,186
↑ 548,170 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹84 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹74 Cr 3,240,850
↑ 348,014 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹65 Cr 317,789
↓ -129,035 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP5% ₹64 Cr 85,724 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹52 Cr 42,610 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹51 Cr 431,406 SJS Enterprises Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433873% ₹44 Cr 282,069 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (20 May 26) ₹65.711 ↑ 0.31 (0.48 %) Net Assets (Cr) ₹2,373 on 30 Apr 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.41 Information Ratio -0.18 Alpha Ratio 5.47 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 30 Apr 21 ₹10,000 30 Apr 22 ₹13,293 30 Apr 23 ₹15,986 30 Apr 24 ₹25,079 30 Apr 25 ₹24,122 30 Apr 26 ₹27,401 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -1.3% 3 Month -1.1% 6 Month -0.5% 1 Year 4.1% 3 Year 17.9% 5 Year 21% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 32.4% 2023 37.3% 2022 15.6% 2021 57.3% 2020 3.4% 2019 3.6% 2018 -19.6% 2017 45.3% 2016 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.58 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 47.94% Basic Materials 12.38% Communication Services 11.13% Consumer Cyclical 10.76% Energy 7.19% Financial Services 3.24% Technology 2.55% Utility 2.07% Real Estate 1.76% Health Care 1.14% Asset Allocation
Asset Class Value Equity 100.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT10% ₹213 Cr 607,000
↓ -5,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹135 Cr 755,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹106 Cr 790,000
↓ -2,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348165% ₹94 Cr 2,250,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹67 Cr 630,000 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | 5004803% ₹66 Cr 145,800 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹65 Cr 54,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹64 Cr 60,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003873% ₹62 Cr 27,000 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹62 Cr 129,000
↓ -1,659 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (20 May 26) ₹116.851 ↑ 0.36 (0.31 %) Net Assets (Cr) ₹1,081 on 30 Apr 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0.91 Information Ratio -0.08 Alpha Ratio 1.36 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,001 30 Apr 23 ₹10,978 30 Apr 24 ₹16,343 30 Apr 25 ₹16,180 30 Apr 26 ₹19,720 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month 1.1% 3 Month 2.5% 6 Month 8.5% 1 Year 14.5% 3 Year 21.5% 5 Year 12.9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 12.3% 2024 10.5% 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.92 Yr. Data below for SBI Magnum COMMA Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Basic Materials 46.58% Energy 24.26% Utility 14.57% Consumer Defensive 3.88% Consumer Cyclical 2.74% Financial Services 2.02% Asset Allocation
Asset Class Value Cash 5.67% Equity 94.02% Debt 0.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL9% ₹82 Cr 4,276,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003128% ₹72 Cr 2,530,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE5% ₹49 Cr 362,732 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹48 Cr 3,170,000
↑ 1,100,000 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL4% ₹37 Cr 785,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325384% ₹37 Cr 34,000 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL4% ₹36 Cr 2,350,000 JSW Steel Ltd (Basic Materials)
Equity, Since 31 May 24 | JSWSTEEL4% ₹34 Cr 300,000 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 24 | 5263713% ₹31 Cr 4,127,919 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA3% ₹29 Cr 650,000 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (20 May 26) ₹282.521 ↓ -1.01 (-0.36 %) Net Assets (Cr) ₹2,933 on 30 Apr 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.48 Information Ratio -0.8 Alpha Ratio -6.4 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 30 Apr 21 ₹10,000 30 Apr 22 ₹13,578 30 Apr 23 ₹14,930 30 Apr 24 ₹20,304 30 Apr 25 ₹21,505 30 Apr 26 ₹20,550 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -3% 3 Month -3.3% 6 Month -8.8% 1 Year -7.6% 3 Year 9.6% 5 Year 13.9% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.3% 2024 22.8% 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 2.08 Yr. Ashit Desai 1 Apr 24 2.08 Yr. Data below for SBI Consumption Opportunities Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Consumer Cyclical 47.82% Consumer Defensive 30.49% Basic Materials 9.49% Industrials 5.92% Communication Services 3.54% Technology 1.09% Asset Allocation
Asset Class Value Cash 1.55% Equity 98.35% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR5% ₹161 Cr 716,352
↑ 239,220 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5008205% ₹142 Cr 579,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | 5403765% ₹135 Cr 294,043
↓ -5,957 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹126 Cr 2,640,600 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M4% ₹124 Cr 400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI4% ₹120 Cr 90,000
↑ 15,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹115 Cr 200,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹114 Cr 780,000
↑ 100,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TITAN4% ₹113 Cr 257,567
↑ 7,567 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹111 Cr 2,350,172 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (20 May 26) ₹86.576 ↑ 0.03 (0.04 %) Net Assets (Cr) ₹4,455 on 30 Apr 26 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.22 Information Ratio -0.55 Alpha Ratio -1.71 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,158 30 Apr 23 ₹13,373 30 Apr 24 ₹18,479 30 Apr 25 ₹19,740 30 Apr 26 ₹19,728 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month -2.1% 3 Month -4% 6 Month -10.1% 1 Year -3% 3 Year 12% 5 Year 13.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.4% 2024 17.2% 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Siddhant Chhabria 21 Jun 21 4.86 Yr. Data below for Mirae Asset Great Consumer Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Consumer Cyclical 56.36% Consumer Defensive 20.04% Communication Services 6.65% Basic Materials 6.28% Industrials 4.11% Health Care 3.38% Technology 2.7% Asset Allocation
Asset Class Value Cash 0.47% Equity 99.53% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433207% ₹301 Cr 13,143,385
↑ 400,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M7% ₹277 Cr 938,648 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN7% ₹276 Cr 699,296 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL7% ₹267 Cr 1,498,765
↓ -22,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI6% ₹256 Cr 207,923 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹193 Cr 6,725,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 5008254% ₹168 Cr 310,250
↓ -8,500 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT4% ₹162 Cr 245,696 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5002514% ₹158 Cr 478,446 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | VBL3% ₹135 Cr 3,516,886 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (20 May 26) ₹376.007 ↑ 2.63 (0.70 %) Net Assets (Cr) ₹7,707 on 30 Apr 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.54 Information Ratio 0.64 Alpha Ratio 7.84 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 30 Apr 21 ₹10,000 30 Apr 22 ₹12,756 30 Apr 23 ₹15,368 30 Apr 24 ₹27,201 30 Apr 25 ₹27,073 30 Apr 26 ₹31,533 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 May 26 Duration Returns 1 Month 0.8% 3 Month 6.6% 6 Month 6.2% 1 Year 11.1% 3 Year 26.3% 5 Year 24.2% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.94 Yr. Rahul Modi 19 Aug 24 1.7 Yr. Amber Singhania 11 Mar 26 0.14 Yr. Data below for Nippon India Power and Infra Fund as on 30 Apr 26
Equity Sector Allocation
Sector Value Industrials 35.15% Utility 22.71% Consumer Cyclical 10.87% Energy 10.01% Basic Materials 6.11% Technology 4.98% Financial Services 3.58% Health Care 2.11% Communication Services 2.08% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 0.74% Equity 99.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE9% ₹667 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹541 Cr 1,346,958
↑ 182,621 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹525 Cr 13,154,060
↓ -645,940 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹288 Cr 26,191,079
↑ 1,700,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹265 Cr 5,950,789
↓ -1,650,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹245 Cr 6,948,468
↑ 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000932% ₹176 Cr 2,170,014
↓ -550,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336552% ₹176 Cr 3,073,288
↑ 60,249 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328102% ₹175 Cr 3,900,000
↑ 300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹174 Cr 150,000
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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