4 Top Crisil Rated Thematic Funds For Aggressive Investor Class
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Crisil 5-star rated thematic schemes
| Thematic fund | 1-year SIP return | 3-year SIP return | 5-year SIP return | Minimum SIP amount |
|---|---|---|---|---|
| BOI AXA Manufacturing & Infrastructure Fund – Growth | 61.00% | 38.00% | 22.00% | Rs. 1000 |
| DSP Natural Resources and New Energy Fund – Regular Plan – Growth | 62.00% | 37.00% | 21.00% | Rs. 500 |
| Invesco India Infrastructure Fund – Growth | 71.00% | 38.00% | 23.00% | Rs. 500 |
| Sundaram Rural and Consumption Fund – Growth | 41.00% | 24.00% | 15.00% | Rs. 100 |
Why Thematic Funds have become the flavor of the season?
The economic situation in the country though uncertain has picked up fast amid pick up in Covid 19 vaccination program and government support measures and this has infused confidence among investors. This is evident as even amid such high valuations, their risk-on sentiment seems to be high.
Nonetheless, this is also an indication of the fact that as these theme based investment may take time to perform, investors are not keen to withdraw their investments in the short to medium term. Perhaps, indicating long term goals being targeted through these plans
Points to note when zeroing in or selecting thematic funds
1. Thematic funds are or will be an apt choice for goals that are beyond 5 years say daughter’s education or children education, retirement etc.
2. Highly risky avenue not suggested for first time investors and also there is a high possibility that the sector you see to reach its peak down 5 years may even take a longer span, so your targeted goals may or may not be realized. No surety of the investment yielding the estimated return in a given investment term.
Which sectors or themes delivered the best performance?
Some of the sectors or themes in the mutual fund space that have emerged as the winners into the category in the last 1-year are:
1. Technology funds
2. Infrastructure
3. Banking and financial services
4. Natural resources and energy sector funds
Disclaimer:
The views and investment tips expressed by authors or employees of Greynium Information Technologies, should not be construed as investment advice to buy or sell stocks, gold, currency, or other commodities. Investors should certainly not take any trading and investment decision based only on information discussed on GoodReturns.in We are not a qualified financial advisor and any information herein is not investment advice. It is informational in nature. All readers and investors should note that neither Greynium nor the author of the articles, would be responsible for any decision taken based on these articles. Please do consult a professional advisor.
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