Fund SIP returns · Sectoral & Thematic Funds
Sectoral & Thematic Fund SIP returns compared
133 sectoral & thematic funds, ordered by the XIRR of a monthly SIP over the same last 5 years, so every fund is measured over identical dates. Funds with under 5 years of history are listed last. Official AMFI NAVs, as of 4 Oct 2026.
| Fund | Data from | 5-yr SIP XIRR (to today) | Ahead of Nifty 50 index fund | Median rolling 5-yr | Worst rolling 5-yr | 5-yr SIPs that lost money |
|---|---|---|---|---|---|---|
| SBI Healthcare Opportunities Fund | Apr 2006 | 22.1% | 75%106 5-yr SIPs | 19.3% | -7.0% | 9% |
| UTI Healthcare Fund | Apr 2006 | 20.9% | 66%106 5-yr SIPs | 18.1% | -5.2% | 7% |
| Bank Of India Manufacturing & Infrastructure Fund | Apr 2010 | 20.8% | 73%106 5-yr SIPs | 17.9% | -6.5% | 2% |
| LIC MF Infrastructure Fund | Apr 2008 | 20.7% | 60%106 5-yr SIPs | 13.3% | -10.1% | 9% |
| Mirae Asset Healthcare Fund | Jul 2018 | 20.4% | 100%40 5-yr SIPs | 21.2% | 14.6% | 0% |
| DSP India T.i.g.e.r. Fund | Apr 2006 | 19.4% | 63%106 5-yr SIPs | 15.6% | -12.2% | 9% |
| DSP Healthcare Fund | Dec 2018 | 19.1% | 83%59 3-yr SIPs | 21.4% | 13.3% | 0% |
| Aditya Birla Sun Life Pharma and Healthcare Fund | Aug 2019 | 18.9% | 73%51 3-yr SIPs | 19.0% | 14.2% | 0% |
| Franklin India Opportunities Fund | Apr 2006 | 18.5% | 66%106 5-yr SIPs | 15.5% | -9.5% | 3% |
| Aditya Birla Sun Life Manufacturing Equity Fund | Feb 2015 | 18.5% | 47%81 5-yr SIPs | 15.4% | -5.6% | 2% |
| SBI PSU Fund | Aug 2010 | 18.2% | 45%106 5-yr SIPs | 9.8% | -12.3% | 17% |
| Nippon India Power & Infra Fund | Apr 2006 | 18.0% | 57%106 5-yr SIPs | 11.1% | -14.7% | 20% |
| Aditya Birla Sun Life Infrastructure Fund | Apr 2006 | 17.8% | 56%106 5-yr SIPs | 15.2% | -15.3% | 11% |
| Aditya Birla Sun Life PSU Equity Fund | Jan 2020 | 17.8% | 100%46 3-yr SIPs | 26.9% | 17.9% | 0% |
| Kotak Pioneer Fund | Nov 2019 | 17.7% | 96%48 3-yr SIPs | 20.1% | 13.5% | 0% |
| Edelweiss Recently Listed IPO Fund | Mar 2018 | 17.4% | 89%44 5-yr SIPs | 17.1% | 7.6% | 0% |
| Invesco India Infrastructure Fund | Dec 2007 | 17.0% | 78%106 5-yr SIPs | 18.1% | -6.6% | 7% |
| Invesco India PSU Equity Fund | Dec 2009 | 16.9% | 57%106 5-yr SIPs | 14.2% | -3.6% | 1% |
| Nippon India Pharma Fund | Apr 2006 | 16.7% | 75%106 5-yr SIPs | 20.4% | -0.1% | 1% |
| Tata India Pharma & Healthcare Fund | Jan 2016 | 16.7% | 100%70 5-yr SIPs | 20.4% | 13.6% | 0% |
| quant ESG Integration Strategy Fund | Nov 2020 | 16.3% | 89%36 3-yr SIPs | 18.2% | 9.9% | 0% |
| ICICI Prudential Infrastructure Fund | Apr 2006 | 16.2% | 64%106 5-yr SIPs | 13.4% | -14.0% | 13% |
| DSP Natural Resources And New Energy Fund | May 2008 | 16.1% | 85%106 5-yr SIPs | 17.3% | -8.5% | 6% |
| Aditya Birla Sun Life Special Opportunities Fund | Nov 2020 | 16.0% | 100%36 3-yr SIPs | 17.2% | 12.6% | 0% |
| Canara Robeco Infrastructure Fund | Apr 2006 | 15.8% | 63%106 5-yr SIPs | 16.6% | -11.1% | 7% |
| Kotak Infrastructure and Economic Reform Fund | Feb 2015 | 15.5% | 77%81 5-yr SIPs | 21.2% | -10.4% | 9% |
| Axis Innovation Fund | Jan 2021 | 15.3% | 91%34 3-yr SIPs | 13.2% | 8.9% | 0% |
| UTI Transportation and Logistics Fund | Apr 2006 | 15.3% | 57%106 5-yr SIPs | 19.4% | -21.4% | 9% |
| quant Quantamental Fund | May 2021 | 14.5% | 100%30 3-yr SIPs | 18.4% | 14.6% | 0% |
| HDFC Infrastructure Fund | Apr 2008 | 14.5% | 49%106 5-yr SIPs | 13.6% | -24.4% | 20% |
| Franklin Build India Fund | Oct 2009 | 14.4% | 78%106 5-yr SIPs | 21.5% | -10.4% | 5% |
| Quant Infrastructure Fund | Oct 2007 | 13.9% | 74%105 5-yr SIPs | 12.1% | -22.4% | 14% |
| Bandhan Infrastructure Fund | Apr 2011 | 13.9% | 67%106 5-yr SIPs | 16.4% | -16.3% | 8% |
| ICICI Prudential Commodities Fund | Nov 2019 | 13.7% | 100%48 3-yr SIPs | 21.7% | 13.7% | 0% |
| Invesco India Financial Services Fund | Aug 2008 | 13.6% | 72%106 5-yr SIPs | 15.4% | -3.7% | 1% |
| Sundaram Infrastructure Advantage Fund | May 2014 | 13.0% | 64%90 5-yr SIPs | 17.3% | -11.8% | 8% |
| Tata Resources & Energy Fund | Jan 2016 | 12.5% | 100%70 5-yr SIPs | 22.0% | 12.5% | 0% |
| Tata Infrastructure Fund | Apr 2006 | 12.2% | 64%106 5-yr SIPs | 13.3% | -9.6% | 18% |
| ICICI Prudential Exports & Services Fund | Apr 2006 | 12.2% | 68%105 5-yr SIPs | 17.4% | -9.4% | 3% |
| Tata India Consumer Fund | Jan 2016 | 12.1% | 80%70 5-yr SIPs | 17.8% | 9.7% | 0% |
| SBI Comma Fund | Apr 2006 | 12.1% | 84%105 5-yr SIPs | 12.5% | -9.7% | 11% |
| SBI Infrastructure Fund | Aug 2007 | 11.9% | 65%106 5-yr SIPs | 13.6% | -12.1% | 15% |
| Sundaram Services Fund | Oct 2018 | 11.9% | 100%37 5-yr SIPs | 22.1% | 10.4% | 0% |
| ICICI Prudential Business Cycle Fund | Feb 2021 | 11.8% | 100%33 3-yr SIPs | 16.4% | 11.9% | 0% |
| SBI Banking & Financial Services Fund | Mar 2015 | 11.7% | 65%80 5-yr SIPs | 16.5% | -0.1% | 1% |
| Sundaram Financial Services Opportunities Fund | Jul 2008 | 11.6% | 72%106 5-yr SIPs | 14.5% | -5.4% | 2% |
| Mirae Asset Banking and Financial Services Fund | Jan 2021 | 11.1% | 100%34 3-yr SIPs | 14.7% | 11.1% | 0% |
| Baroda BNP Paribas Banking and Financial Services Fund | Jul 2012 | 11.0% | 47%106 5-yr SIPs | 12.6% | -5.9% | 4% |
| HDFC Banking & Financial Services Fund | Jul 2021 | 10.7% | 100%28 3-yr SIPs | 14.1% | 10.8% | 0% |
| Tata Banking & Financial Services Fund | Jan 2016 | 10.6% | 70%70 5-yr SIPs | 16.8% | 7.6% | 0% |
| UTI Banking and Financial Services Fund | Apr 2006 | 10.5% | 47%106 5-yr SIPs | 13.1% | -13.5% | 4% |
| Nippon India Banking & Financial Services Fund | Apr 2006 | 10.4% | 68%106 5-yr SIPs | 16.4% | -13.1% | 4% |
| UTI Infrastructure Fund | Apr 2006 | 10.2% | 52%106 5-yr SIPs | 12.1% | -11.6% | 20% |
| Nippon India Quant Fund | May 2008 | 10.1% | 54%106 5-yr SIPs | 12.9% | -4.6% | 1% |
| Baroda BNP Paribas Business Cycle Fund | Oct 2021 | 10.0% | 100%25 3-yr SIPs | 10.0% | 10.0% | 0% |
| Tata Business Cycle Fund | Sep 2021 | 9.9% | 96%26 3-yr SIPs | 11.7% | 10.0% | 0% |
| ICICI Prudential MNC Fund | Jul 2019 | 9.6% | 94%52 3-yr SIPs | 15.8% | 9.3% | 0% |
| Aditya Birla Sun Life Banking and Financial Services Fund | Jan 2014 | 9.2% | 56%94 5-yr SIPs | 14.7% | -8.0% | 5% |
| ICICI Prudential Quant Fund | Jan 2021 | 9.0% | 100%34 3-yr SIPs | 11.3% | 9.1% | 0% |
| Mirae Asset Great Consumer Fund | Apr 2011 | 9.0% | 100%106 5-yr SIPs | 16.9% | -0.6% | 1% |
| SBI MNC Fund | Apr 2006 | 8.7% | 49%106 5-yr SIPs | 15.3% | -1.1% | 1% |
| ICICI Prudential ESG Exclusionary Strategy Fund | Nov 2020 | 8.6% | 100%36 3-yr SIPs | 12.0% | 8.6% | 0% |
| ICICI Prudential Banking & Financial Services Fund | Sep 2008 | 8.0% | 52%106 5-yr SIPs | 15.5% | -8.7% | 3% |
| Canara Robeco Consumption Fund | Oct 2009 | 7.9% | 100%106 5-yr SIPs | 18.0% | 1.4% | 0% |
| ICICI Prudential Bharat Consumption Fund | May 2019 | 7.8% | 93%54 3-yr SIPs | 18.4% | 7.9% | 0% |
| HDFC Housing Opportunities Fund | Jan 2018 | 7.6% | 96%46 5-yr SIPs | 19.4% | 7.7% | 0% |
| Aditya Birla Sun Life ESG Integration Strategy Fund | Jan 2021 | 7.4% | 82%34 3-yr SIPs | 9.7% | 7.2% | 0% |
| Nippon India Consumption Fund | Apr 2006 | 7.4% | 63%106 5-yr SIPs | 15.1% | -5.9% | 1% |
| Sundaram Consumption Fund | Jun 2006 | 7.3% | 58%106 5-yr SIPs | 13.1% | -4.6% | 1% |
| Mahindra Manulife Consumption Fund | Dec 2018 | 7.2% | 75%59 3-yr SIPs | 18.3% | 7.3% | 0% |
| Taurus Ethical Fund | Apr 2009 | 7.0% | 77%106 5-yr SIPs | 14.2% | -1.7% | 1% |
| UTI MNC Fund | Apr 2006 | 6.8% | 33%106 5-yr SIPs | 15.4% | -3.1% | 1% |
| LIC MF Banking and Financial Services Fund | Apr 2015 | 6.8% | 32%79 5-yr SIPs | 12.1% | -11.3% | 10% |
| Taurus Banking & Financial Services Fund | Jun 2012 | 6.4% | 56%106 5-yr SIPs | 13.7% | -3.4% | 3% |
| Axis Quant Fund | Aug 2021 | 6.3% | 48%27 3-yr SIPs | 9.3% | 6.3% | 0% |
| Franklin India Technology Fund | Apr 2006 | 6.2% | 90%106 5-yr SIPs | 15.5% | 0.9% | 0% |
| Invesco India ESG Integration Strategy Fund | Apr 2021 | 6.1% | 74%31 3-yr SIPs | 6.3% | 3.7% | 0% |
| Aditya Birla Sun Life Consumption Fund | Apr 2006 | 6.1% | 100%106 5-yr SIPs | 16.9% | -1.1% | 1% |
| SBI ESG Exclusionary Strategy Fund | Dec 2006 | 6.1% | 69%106 5-yr SIPs | 13.5% | -4.8% | 1% |
| UTI India Consumer Fund | Sep 2007 | 6.0% | 34%106 5-yr SIPs | 12.8% | -2.8% | 1% |
| Kotak ESG Exclusionary Strategy Fund | Jan 2021 | 5.9% | 97%34 3-yr SIPs | 8.9% | 6.0% | 0% |
| Taurus Infrastructure Fund | Apr 2007 | 5.5% | 61%106 5-yr SIPs | 13.0% | -8.1% | 6% |
| SBI Technology Opportunities Fund | Feb 2013 | 5.4% | 93%105 5-yr SIPs | 20.0% | 2.3% | 0% |
| Quantum ESG Best In Class Strategy Fund | Aug 2019 | 5.3% | 49%51 3-yr SIPs | 13.4% | 4.8% | 0% |
| Axis ESG Integration Strategy Fund | Mar 2020 | 5.0% | 45%44 3-yr SIPs | 11.6% | 5.0% | 0% |
| SBI Equity Minimum Variance Fund | Apr 2019 | 4.9% | 69%55 3-yr SIPs | 13.7% | 5.0% | 0% |
| Aditya Birla Sun Life MNC Fund | Apr 2006 | 4.1% | 22%106 5-yr SIPs | 15.1% | -2.8% | 1% |
| SBI Consumption Opportunities Fund | Jan 2013 | 4.0% | 79%105 5-yr SIPs | 17.4% | -5.1% | 5% |
| DSP Quant Fund | Jul 2019 | 3.9% | 8%52 3-yr SIPs | 10.8% | 3.9% | 0% |
| Tata Ethical Fund | Apr 2006 | 2.7% | 57%106 5-yr SIPs | 14.2% | -3.7% | 1% |
| Aditya Birla Sun Life Digital India Fund | Apr 2006 | 2.5% | 85%106 5-yr SIPs | 15.8% | -1.4% | 2% |
| ICICI Prudential Technology Fund | Apr 2006 | 2.1% | 87%106 5-yr SIPs | 18.3% | -1.7% | 1% |
| Tata Digital India Fund | Jan 2016 | 0.7% | 83%70 5-yr SIPs | 25.0% | -0.0% | 1% |
| ICICI Prudential FMCG Fund | Apr 2006 | -3.3% | 52%106 5-yr SIPs | 15.8% | -4.0% | 2% |
| 360 One Quant Fund | Dec 2021 | — | 100%23 3-yr SIPs | — | — | — |
| Aditya Birla Sun Life Business Cycle Fund | Jan 2022 | — | 100%22 3-yr SIPs | — | — | — |
| Axis Business Cycles Fund | Mar 2023 | — | — | — | — | — |
| Bandhan Financial Services Fund | Aug 2023 | — | — | — | — | — |
| Bandhan Transportation And Logistics Fund | Nov 2022 | — | 100%12 3-yr SIPs | — | — | — |
| Baroda BNP Paribas India Consumption Fund | Apr 2022 | — | 79%19 3-yr SIPs | — | — | — |
| HDFC Business Cycle Fund | Dec 2022 | — | — | — | — | — |
| HDFC Consumption Fund | Aug 2023 | — | — | — | — | — |
| HDFC Defence Fund | Jun 2023 | — | — | — | — | — |
| HDFC MNC Fund | Apr 2023 | — | — | — | — | — |
| HDFC Pharma and Healthcare Fund | Oct 2023 | — | — | — | — | — |
| HDFC Technology Fund | Oct 2023 | — | — | — | — | — |
| HDFC Transportation and Logistics Fund | Sep 2023 | — | — | — | — | — |
| HSBC Business Cycles Fund | Dec 2022 | — | — | — | — | — |
| HSBC Consumption Fund | Sep 2023 | — | — | — | — | — |
| HSBC Infrastructure Fund | Dec 2022 | — | — | — | — | — |
| ICICI Prudential Housing Opportunities Fund | May 2022 | — | 100%18 3-yr SIPs | — | — | — |
| ICICI Prudential Innovation Fund | May 2023 | — | — | — | — | — |
| ICICI Prudential PSU Equity Fund | Oct 2022 | — | 100%13 3-yr SIPs | — | — | — |
| ICICI Prudential Transportation And Logistics Fund | Nov 2022 | — | 100%12 3-yr SIPs | — | — | — |
| ITI Banking and Financial Services Fund | Jan 2022 | — | 91%22 3-yr SIPs | — | — | — |
| ITI Pharma and Healthcare Fund | Dec 2021 | — | 96%23 3-yr SIPs | — | — | — |
| Kotak Banking and Financial Services Fund | Mar 2023 | — | — | — | — | — |
| Kotak Business Cycle Fund | Oct 2022 | — | 100%13 3-yr SIPs | — | — | — |
| Kotak Manufacture in India Fund | Mar 2022 | — | 100%20 3-yr SIPs | — | — | — |
| Kotak Quant Fund | Sep 2023 | — | — | — | — | — |
| LIC MF Healthcare Fund | Aug 2023 | — | — | — | — | — |
| Mahindra Manulife Business Cycle Fund | Oct 2023 | — | — | — | — | — |
| Nippon India Innovation Fund | Sep 2023 | — | — | — | — | — |
| quant BFSI Fund | Jul 2023 | — | — | — | — | — |
| quant Business Cycle Fund | Jun 2023 | — | — | — | — | — |
| quant Healthcare Fund | Aug 2023 | — | — | — | — | — |
| quant Manufacturing Fund | Sep 2023 | — | — | — | — | — |
| quant Teck Fund | Oct 2023 | — | — | — | — | — |
| Samco Active Momentum Fund | Aug 2023 | — | — | — | — | — |
| Samco Flexi Cap Fund | Mar 2022 | — | 0%20 3-yr SIPs | — | — | — |
| Tata Housing Opportunities Fund | Oct 2022 | — | 38%13 3-yr SIPs | — | — | — |
| Union Innovation & Opportunities Fund | Oct 2023 | — | — | — | — | — |
| UTI Innovation Fund | Nov 2023 | — | — | — | — | — |
Direct plan where it has 3+ years of history, otherwise Regular. Rolling columns use the plan with the longer history and cover each fund's own history (see “Data from”), so they are not comparable across funds with different start dates. “Ahead of Nifty 50 index fund” is the share of rolling SIPs (5-year where that spans 3+ years of start dates, else 3-year) in which the fund beat a Nifty 50 index fund on the same dates; it only covers months since that index fund launched. Ordering is by historical figures only — it is not a ranking of which fund to buy. Past performance does not indicate future returns.