The year 2024 saw thematic mutual funds emerge as a favoured investment choice for those looking to capitalise on specific trends and high-growth sectors. Investors embraced themes like manufacturing, commodities, and PSUs, driven by their alignment with the evolving Indian economic landscape.
As we enter 2025, thematic funds continue to reflect the dynamism of India’s economy. With trends such as manufacturing, infrastructure development, commodities, and PSUs gaining traction, thematic funds remain a relevant investment vehicle.
Below, we explore 5 top-performing thematic funds based on their 5-year CAGR and key highlights.
Mutual Fund Scheme Name | Launch Date | AUM (₹ in Crore) | Expense Ratio (%) | 5yr CAGR in % |
Bank of India Mfg & Infra | 01-01-2013 | 519.36 | 0.86 | 32.96 |
ICICI Pru Commodities | 05-10-2019 | 2,437.67 | 0.93 | 33.88 |
Invesco India PSU Equity | 01-01-2013 | 1,331.16 | 0.85 | 30.23 |
Franklin India Opportunities | 01-01-2013 | 5,622.81 | 0.5 | 29.49 |
ICICI Pru Manufacturing Fund | 11-10-2018 | 6,716.59 | 0.72 | 28.65 |
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
Published on: Dec 5, 2024, 3:43 PM IST
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