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Top Sector Funds Rated by FINCASH for 2019 – 2020

Fincash » Fincash's Top Rated Sector Funds

Top Sector Funds Rated by FINCASH for 2019 – 2020

Updated on January 17, 2019 , 76 views

Investors who are adventurous and are comfortable with fluctuating market conditions, Mutual Funds have something for you— Sector Funds! A sector fund is a type of Mutual Fund that invests in securities of specific sectors of the economy, such as telecom, banking, FMCG, Information Technology (IT), pharmaceutical 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. Sector funds carry a higher volatility than any other Equity Funds. As, high-risk comes with high-reward, sector funds seem to comply with it.

Some of the sectors like infra, pharma, banking have been consistently growing and have a positive outlook for the future. Investors planning to invest in this fund, here are some of the best performing sector funds that can deliver promising returns.

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Top Rated Sector Funds

FundNAVNet Assets (Cr)Rating3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2017 (%)Information RatioSharpe Ratio
Sundaram Rural and Consumption Fund Growth ₹40.5851
↓ -0.17
₹2,4316.9-0.7-8.51819.4-7.80.66-0.48
DSP BlackRock Natural Resources and New Energy Fund Growth ₹30.385
↑ 0.11
₹392-3-5.2-18.32020-15.30-1.24
IDFC Infrastructure Fund Growth ₹14.33
↓ -0.09
₹9361.6-7.2-2712.714.1-25.90.37-1.57
SBI Magnum COMMA Fund Growth ₹33.743
↑ 0.03
₹260-1.2-5.6-2116.513.3-18.70-1.21
Mirae Asset Great Consumer Fund Growth ₹33.929
↓ -0.08
₹55082.8-0.319.618.31.90.390.07
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹26.85
↓ -0.20
₹1,5618.8-5.1-5.622.322.7-2.4-0.08-0.16
Franklin Build India Fund Growth ₹39.3203
↓ -0.43
₹1,1298.13.2-10.615.723-10.70-0.87
Reliance Power and Infra Fund Growth ₹94.2218
↓ -0.55
₹1,4723.8-2.1-25.11214.6-21.10.38-1.08
Kotak Infrastructure & Economic Reform Fund Growth ₹18.81
↓ -0.08
₹3855.2-3-20.611.218.5-19.60-1.24
SBI Infrastructure Fund Growth ₹14.0149
↓ -0.19
₹4795.2-3.2-17.911.514.8-18.10-0.98
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Jan 19
Note: Ratio's shown as on 30 Nov 18

Why Are These Top Performers?

Fincash has employed the following parameters for shortlisting the top performing funds:

  • Past Returns: Return analysis of last 3 years

  • Parameters & Weights: Information ratio with some modifications for our ratings and rankings

  • Qualitative & Quantitative Analysis: Quantitative measures like Expense Ratio, Sharpe Ratio, Sortino Ratio, Alpa, Beta, Upside Capture Ratio & Downside Capture Ratio, including fund age and the size of the fund has been considered. Qualitative analysis like the reputation of the fund along with the fund manager is one of the important parameters that you would see in the listed funds.

  • Asset Size: The minimum AUM criteria for equity funds are INR 100 Crores with some exceptions at times for new funds that are doing well in the market.

  • Performance with Respect to Benchmark: Peer average

Smart Tips to Invest in Sector Funds

Some of the important tips to consider while Investing in sector funds are:

  • Investment Tenure: Investors planning to invest in sector funds should stay invested for minimum 3 years.

  • Invest via a SIP: SIP or Systematic Investment plan is the most efficient way to invest in a Mutual Fund. They not only provide a systematic way of investing, but also ensures regular investment growth. Also, due to their investment style, they can prevent the pitfalls of equity investments. You can invest in a SIP with an amount as low as INR 500.

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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