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10 Best Performing Sectoral Equity Mutual Funds 2021 | Fincash.com

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Top 10 Best Performing Sectoral Mutual Funds 2021

Updated on April 12, 2021 , 50053 views

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 2021.

sector-funds

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.

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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.

Top & Best Sector Mutual Funds To Invest In FY 21 - 22

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2020 (%)
IDFC Infrastructure Fund Growth ₹18.16
↑ 0.16
₹58815.254.984.6-0.311.46.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹31.56
↑ 0.98
₹1,955-334.968.54.713.61.1
Franklin Build India Fund Growth ₹48.737
↑ 1.26
₹9873.34466.16.611.65.4
Sundaram Rural and Consumption Fund Growth ₹48.6671
↑ 0.67
₹1,362-1.820.646.14.212.413.5
DSP BlackRock Natural Resources and New Energy Fund Growth ₹44.58
↑ 0.92
₹49612.559.693.88.818.511.5
Nippon India Power and Infra Fund Growth ₹118.927
↑ 1.67
₹1,3627.63773.81.311.410.8
Mirae Asset Great Consumer Fund Growth ₹44.421
↑ 0.66
₹1,1402.725.65210.716.311.2
Kotak Infrastructure & Economic Reform Fund Growth ₹24.431
↑ 0.29
₹32811.842.671.73.5103.4
SBI Magnum COMMA Fund Growth ₹56.0137
↑ 1.67
₹30713.537.285.512.118.123.9
SBI Consumption Opportunities Fund Growth ₹138.773
↑ 1.49
₹697-135.259.54.912.913.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Apr 21
*List of Best Sectorial Mutual Funds having AUM/Net Assets > 100 Crore.

1. IDFC Infrastructure Fund

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.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 6.1% since its launch.  Ranked 1 in Sectoral category.  Return for 2020 was 6.3% , 2019 was -5.3% and 2018 was -25.9% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (13 Apr 21) ₹18.16 ↑ 0.16   (0.89 %)
Net Assets (Cr) ₹588 on 28 Feb 21
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.35
Sharpe Ratio 0.92
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,218
31 Mar 18₹17,080
31 Mar 19₹14,694
31 Mar 20₹8,840
31 Mar 21₹17,814

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -2.7%
3 Month 15.2%
6 Month 54.9%
1 Year 84.6%
3 Year -0.3%
5 Year 11.4%
10 Year
15 Year
Since launch 6.1%
Historical performance (Yearly) on absolute basis
YearReturns
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
2013 -10.8%
2012 10%
2011
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Sachin Relekar8 Dec 200.31 Yr.

Data below for IDFC Infrastructure Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials56.58%
Basic Materials21.57%
Utility11.88%
Communication Services6.9%
Consumer Cyclical0.91%
Energy0.04%
Asset Allocation
Asset ClassValue
Cash2.13%
Equity97.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 12 | LT
9%₹56 Cr385,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
7%₹44 Cr72,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 30 Apr 13 | 532921
7%₹42 Cr620,000
↓ -100,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
7%₹41 Cr730,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
7%₹39 Cr1,438,025
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
7%₹38 Cr142,284
Gujarat Gas Ltd (Utilities)
Equity, Since 28 Feb 17 | 539336
5%₹30 Cr613,368
↓ -16,632
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
4%₹24 Cr630,000
NCC Ltd (Industrials)
Equity, Since 31 Oct 17 | NCC
4%₹22 Cr2,480,318
↓ -350,000
Transport Corp of India Ltd (Industrials)
Equity, Since 31 Mar 18 | TCI
3%₹19 Cr786,246

2. Aditya Birla Sun Life Banking And Financial Services Fund

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.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch.  Ranked 3 in Sectoral category.  Return for 2020 was 1.1% , 2019 was 14.9% and 2018 was -2.4% .

Below is the key information for 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 (13 Apr 21) ₹31.56 ↑ 0.98   (3.20 %)
Net Assets (Cr) ₹1,955 on 28 Feb 21
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.5
Information Ratio -0.9
Alpha Ratio -0.7
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,470
31 Mar 18₹16,239
31 Mar 19₹18,169
31 Mar 20₹11,449
31 Mar 21₹20,333

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -9.4%
3 Month -3%
6 Month 34.9%
1 Year 68.5%
3 Year 4.7%
5 Year 13.6%
10 Year
15 Year
Since launch 17%
Historical performance (Yearly) on absolute basis
YearReturns
2020 1.1%
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
2013
2012
2011
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 155.6 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services95.14%
Asset Allocation
Asset ClassValue
Cash1.42%
Equity98.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
15%₹292 Cr4,882,031
↓ -546,717
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
11%₹217 Cr1,411,250
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
10%₹203 Cr5,192,447
↑ 1,689,081
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
9%₹181 Cr2,496,707
↑ 130,160
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK
8%₹156 Cr876,153
↓ -179,427
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
7%₹146 Cr277,179
Bajaj Finserv Ltd (Financial Services)
Equity, Since 30 Nov 15 | 532978
5%₹104 Cr108,176
ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | 540716
4%₹87 Cr612,233
↓ -133,812
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 535322
4%₹77 Cr2,322,206
Housing Development Finance Corporation Limited (Warrant)
Commercial Deposit, Since 31 Aug 20 | -
3%₹67 Cr833,400

3. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2020 was 5.4% , 2019 was 6% and 2018 was -10.7% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (13 Apr 21) ₹48.737 ↑ 1.26   (2.65 %)
Net Assets (Cr) ₹987 on 28 Feb 21
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio 0.82
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,029
31 Mar 18₹14,379
31 Mar 19₹15,585
31 Mar 20₹10,055
31 Mar 21₹18,142

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -5.8%
3 Month 3.3%
6 Month 44%
1 Year 66.1%
3 Year 6.6%
5 Year 11.6%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
2013 6.1%
2012 39.9%
2011 -24.6%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Anand Radhakrishnan4 Sep 0911.58 Yr.
Roshi Jain4 Sep 0911.58 Yr.
Mayank Bukrediwala24 Aug 200.6 Yr.

Data below for Franklin Build India Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Financial Services30.86%
Industrials24.59%
Energy11.28%
Utility9.85%
Basic Materials8.78%
Communication Services5.64%
Real Estate3.12%
Consumer Cyclical1.42%
Asset Allocation
Asset ClassValue
Cash4.46%
Equity95.54%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
11%₹112 Cr2,861,538
↓ -138,462
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
9%₹92 Cr1,275,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
9%₹91 Cr1,525,000
↓ -175,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
6%₹56 Cr1,000,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹50 Cr4,688,274
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 16 | 500547
5%₹45 Cr1,000,000
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Apr 16 | IOC
4%₹44 Cr4,500,000
↓ -500,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 18 | 532155
4%₹38 Cr2,700,000
↓ -207,608
ACC Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 500410
4%₹35 Cr200,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 29 Feb 20 | LT
3%₹34 Cr235,000
↓ -15,000

4. Sundaram Rural and Consumption Fund

(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.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 13.5% , 2019 was 2.7% and 2018 was -7.8% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (13 Apr 21) ₹48.6671 ↑ 0.67   (1.39 %)
Net Assets (Cr) ₹1,362 on 28 Feb 21
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.15
Sharpe Ratio 0.46
Information Ratio -0.91
Alpha Ratio -14.38
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,150
31 Mar 18₹15,726
31 Mar 19₹16,077
31 Mar 20₹12,194
31 Mar 21₹18,933

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -3.3%
3 Month -1.8%
6 Month 20.6%
1 Year 46.1%
3 Year 4.2%
5 Year 12.4%
10 Year
15 Year
Since launch 11.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
2013 -0.6%
2012 34.1%
2011 -23.1%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
S. Bharath25 Apr 182.94 Yr.
Rohit Seksaria23 Jul 200.69 Yr.

Data below for Sundaram Rural and Consumption Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Defensive29.01%
Consumer Cyclical25.87%
Financial Services20.11%
Basic Materials14.95%
Industrials5.9%
Technology2.21%
Real Estate1.48%
Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 28 Feb 17 | 500800
6%₹85 Cr1,400,000
↓ -200,000
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 16 | VBL
6%₹83 Cr800,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | 500696
6%₹77 Cr360,000
↓ -20,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 15 | M&M
6%₹77 Cr950,000
↓ -6,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | HDFCBANK
5%₹72 Cr470,000
↓ -1,000
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
5%₹64 Cr1,650,000
↓ -50,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 19 | ICICIBANK
5%₹63 Cr1,050,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 10 | 500820
5%₹61 Cr270,000
↓ -18,250
Ramco Cements Ltd (Basic Materials)
Equity, Since 31 Dec 17 | RAMCOCEM
4%₹61 Cr625,000
↓ -5,000
Voltas Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Mar 19 | VOLTAS
4%₹59 Cr575,000
↓ -25,000

5. DSP BlackRock Natural Resources and New Energy Fund

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.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2020 was 11.5% , 2019 was 4.4% and 2018 was -15.3% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (13 Apr 21) ₹44.58 ↑ 0.92   (2.11 %)
Net Assets (Cr) ₹496 on 28 Feb 21
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 1.27
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹16,205
31 Mar 18₹18,073
31 Mar 19₹17,632
31 Mar 20₹11,408
31 Mar 21₹22,590

DSP BlackRock Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month 5.3%
3 Month 12.5%
6 Month 59.6%
1 Year 93.8%
3 Year 8.8%
5 Year 18.5%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
2013 -5.7%
2012 11.5%
2011 -23.2%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 128.76 Yr.
Jay Kothari1 Mar 138.09 Yr.
Aayush Ganeriwala1 Jan 210.25 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials47.15%
Energy27.91%
Utility10.14%
Technology4.7%
Industrials3.34%
Consumer Defensive0.77%
Asset Allocation
Asset ClassValue
Cash5.79%
Equity94.2%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
13%₹65 Cr491,217
↑ 16,265
BGF World Energy I2
Investment Fund | -
10%₹48 Cr434,068
↑ 21,801
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
9%₹46 Cr637,845
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹45 Cr1,325,676
↓ -241,327
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
8%₹40 Cr1,204,379
↓ -48,282
Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | 500188
7%₹35 Cr1,188,908
↓ -123,275
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹23 Cr111,666
Steel Authority Of India Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Aug 20 | 500113
4%₹21 Cr2,761,641
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹21 Cr1,865,787
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
4%₹19 Cr1,486,889

6. Nippon India Power and Infra Fund

(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.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 15.7% since its launch.  Ranked 13 in Sectoral category.  Return for 2020 was 10.8% , 2019 was -2.9% and 2018 was -21.1% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (13 Apr 21) ₹118.927 ↑ 1.67   (1.43 %)
Net Assets (Cr) ₹1,362 on 28 Feb 21
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 0.87
Information Ratio -0.81
Alpha Ratio -6.09
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,433
31 Mar 18₹16,296
31 Mar 19₹14,585
31 Mar 20₹9,597
31 Mar 21₹17,815

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -5%
3 Month 7.6%
6 Month 37%
1 Year 73.8%
3 Year 1.3%
5 Year 11.4%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
2013 -14.6%
2012 29%
2011 -44.7%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 174.24 Yr.

Data below for Nippon India Power and Infra Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials43.55%
Basic Materials15.77%
Utility11.99%
Energy10.55%
Communication Services7.76%
Technology2.74%
Real Estate2%
Health Care1.74%
Financial Services0.65%
Consumer Cyclical0.45%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Nov 07 | LT
10%₹141 Cr975,000
↓ -15,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
8%₹106 Cr1,900,000
↓ -100,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 18 | BEL
7%₹96 Cr7,000,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹83 Cr400,000
↓ -75,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
5%₹70 Cr6,500,000
↑ 1,000,000
NCC Ltd (Industrials)
Equity, Since 30 Apr 17 | NCC
5%₹62 Cr7,000,000
↓ -500,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹61 Cr100,000
↓ -10,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Jan 20 | 532921
4%₹51 Cr750,000
↑ 50,000
JK Lakshmi Cement Ltd (Basic Materials)
Equity, Since 31 May 20 | JKLAKSHMI
3%₹47 Cr1,250,000
↑ 134,153
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Mar 20 | 500547
3%₹45 Cr1,000,000
↑ 100,000

7. Mirae Asset Great Consumer Fund

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

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 16% since its launch.  Ranked 7 in Sectoral category.  Return for 2020 was 11.2% , 2019 was 8.6% and 2018 was 1.9% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (13 Apr 21) ₹44.421 ↑ 0.66   (1.51 %)
Net Assets (Cr) ₹1,140 on 28 Feb 21
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 2.02
Sharpe Ratio 0.63
Information Ratio 0.33
Alpha Ratio -1.19
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,525
31 Mar 18₹15,502
31 Mar 19₹17,025
31 Mar 20₹13,659
31 Mar 21₹21,827

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -0.2%
3 Month 2.7%
6 Month 25.6%
1 Year 52%
3 Year 10.7%
5 Year 16.3%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
2013 9.9%
2012 35.6%
2011
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 164.49 Yr.

Data below for Mirae Asset Great Consumer Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Defensive43.25%
Consumer Cyclical26.92%
Financial Services10.81%
Basic Materials7.74%
Communication Services6.61%
Industrials4.45%
Asset Allocation
Asset ClassValue
Cash0.23%
Equity99.77%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
8%₹93 Cr4,550,000
↑ 450,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
7%₹75 Cr1,355,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | 500696
6%₹68 Cr320,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
5%₹60 Cr87,000
↑ 5,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500825
5%₹54 Cr160,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532343
5%₹54 Cr900,000
Dabur India Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Aug 15 | 500096
5%₹52 Cr1,030,000
↑ 190,000
Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 17 | 500800
3%₹39 Cr639,613
↓ -130,387
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
3%₹38 Cr250,000
↓ -15,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | 532926
3%₹34 Cr2,300,000

8. Kotak Infrastructure & Economic Reform Fund

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.

Kotak Infrastructure & Economic Reform Fund is a Equity - Sectoral fund was launched on 25 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 6 in Sectoral category.  Return for 2020 was 3.4% , 2019 was 3.6% and 2018 was -19.6% .

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (13 Apr 21) ₹24.431 ↑ 0.29   (1.22 %)
Net Assets (Cr) ₹328 on 28 Feb 21
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio 0.76
Information Ratio -0.39
Alpha Ratio -9.93
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹13,069
31 Mar 18₹14,396
31 Mar 19₹13,493
31 Mar 20₹9,288
31 Mar 21₹16,990

Kotak Infrastructure & Economic Reform Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -4.2%
3 Month 11.8%
6 Month 42.6%
1 Year 71.7%
3 Year 3.5%
5 Year 10%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2020 3.4%
2019 3.6%
2018 -19.6%
2017 45.3%
2016 9.2%
2015 -0.2%
2014 80.7%
2013 -6.7%
2012 18.7%
2011 -21.9%
Fund Manager information for Kotak Infrastructure & Economic Reform Fund
NameSinceTenure
Harish Krishnan31 Jan 156.17 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Industrials49.17%
Basic Materials21.14%
Utility8.64%
Energy6.86%
Communication Services4.25%
Consumer Cyclical2.94%
Real Estate2.04%
Asset Allocation
Asset ClassValue
Cash4.96%
Equity95.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
5%₹18 Cr135,000
↑ 10,000
Larsen & Toubro Ltd Shs Dematerialised (Industrials)
Equity, Since 28 Feb 15 | LT
5%₹17 Cr116,500
↑ 11,500
Thermax Ltd Shs Dematerialised (Industrials)
Equity, Since 31 Aug 11 | THERMAX
5%₹16 Cr120,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 31 Oct 18 | RELIANCE
5%₹16 Cr75,000
↑ 15,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
5%₹15 Cr25,000
↑ 2,000
Shree Cement Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Dec 11 | 500387
4%₹14 Cr5,250
↑ 250
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹14 Cr250,000
↑ 25,000
Schaeffler India Ltd (Industrials)
Equity, Since 31 May 15 | SCHAEFFLER
4%₹14 Cr26,000
↑ 5,000
PNC Infratech Ltd (Industrials)
Equity, Since 31 Mar 17 | PNCINFRA
4%₹13 Cr500,000
Gujarat Gas Ltd (Utilities)
Equity, Since 29 Feb 16 | 539336
4%₹12 Cr250,000

9. SBI Magnum COMMA Fund

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.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 9 in Sectoral category.  Return for 2020 was 23.9% , 2019 was 11.8% and 2018 was -18.7% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (13 Apr 21) ₹56.0137 ↑ 1.67   (3.06 %)
Net Assets (Cr) ₹307 on 28 Feb 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.16
Information Ratio 0.42
Alpha Ratio 2.7
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹14,959
31 Mar 18₹16,456
31 Mar 19₹15,579
31 Mar 20₹12,158
31 Mar 21₹23,670

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month 2.4%
3 Month 13.5%
6 Month 37.2%
1 Year 85.5%
3 Year 12.1%
5 Year 18.1%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2020 23.9%
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
2013 -13.1%
2012 13.9%
2011 -28.5%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 146.67 Yr.

Data below for SBI Magnum COMMA Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Basic Materials59.57%
Energy18.48%
Consumer Defensive6.13%
Utility4.2%
Industrials1.47%
Asset Allocation
Asset ClassValue
Cash9.78%
Equity90.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹25 Cr352,600
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
8%₹23 Cr38,000
Hindalco Industries Ltd Shs Dematerialised (Basic Materials)
Equity, Since 31 Dec 15 | HINDALCO
7%₹21 Cr610,000
Camlin Fine Sciences Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 532834
5%₹16 Cr1,205,628
Rossari Biotech Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 20 | 543213
5%₹15 Cr150,570
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
5%₹14 Cr1,250,000
Reliance Industries Ltd Shs Dematerialised (Energy)
Equity, Since 28 Feb 07 | RELIANCE
4%₹14 Cr65,000
Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | 542665
4%₹13 Cr163,131
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 532555
4%₹13 Cr1,203,717
Grasim Industries Ltd (Basic Materials)
Equity, Since 30 Nov 20 | GRASIM
4%₹12 Cr100,000

10. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 11 in Sectoral category.  Return for 2020 was 13.9% , 2019 was 0.1% and 2018 was -2% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (13 Apr 21) ₹138.773 ↑ 1.49   (1.09 %)
Net Assets (Cr) ₹697 on 28 Feb 21
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.53
Sharpe Ratio 0.6
Information Ratio -0.14
Alpha Ratio -2.72
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.

DateValue
31 Mar 16₹10,000
31 Mar 17₹12,428
31 Mar 18₹15,487
31 Mar 19₹15,958
31 Mar 20₹11,345
31 Mar 21₹18,585

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 13 Apr 21

DurationReturns
1 Month -2.9%
3 Month -1%
6 Month 35.2%
1 Year 59.5%
3 Year 4.9%
5 Year 12.9%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2020 13.9%
2019 0.1%
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
2013
2012
2011
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 119.84 Yr.

Data below for SBI Consumption Opportunities Fund as on 28 Feb 21

Equity Sector Allocation
SectorValue
Consumer Cyclical52.84%
Consumer Defensive27.4%
Communication Services8.26%
Industrials4.44%
Basic Materials4.27%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
7%₹49 Cr2,400,000
↓ -120,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
6%₹44 Cr15,800
↓ -600
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | 540203
6%₹40 Cr197,403
↓ -2,597
Emami Ltd (Consumer Defensive)
Equity, Since 30 Jun 18 | 531162
5%₹38 Cr830,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹36 Cr650,000
Hawkins Cookers Ltd (Consumer Cyclical)
Equity, Since 30 Sep 15 | 508486
5%₹35 Cr63,014
↓ -1,986
Greenpanel Industries Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 19 | 542857
5%₹32 Cr1,811,331
↓ -188,669
Relaxo Footwears Ltd (Consumer Cyclical)
Equity, Since 31 Mar 19 | 530517
4%₹30 Cr350,000
↓ -40,250
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 500850
4%₹28 Cr2,300,000
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
4%₹27 Cr457,923

Smart Tips to Consider While 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.

How to Invest in Best Sector Mutual Funds?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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!

Disclaimer:
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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