Top 7 Sectoral Funds With Highest SIP Returns in 5 Years: Sometimes mutual fund investors want to focus on a sector as stocks in it are on the rise.
They want to cash in on the rally in that sector through mutual funds.
Sectoral funds are the investment options for such investors.
A sectoral fund needs to have at least 80 per cent of its investments in a sector such as technology, healthcare, energy, and financial services, as per Securities Exchange Board of India’s categorisaton of mutual funds.
This makes these funds highly focused on one sector.
When such a sector is on the rise, investors can excessively benefit from the fund’s return.
However, the category is risky since the sector may also go through a poor phase for a long time.
Since it is an equity fund category, it is suitable for investors with a long-term investment horizon.
Here, we take you through the top 7 sectoral mutual funds with best SIP returns in 5 years. Also know how a Rs 15,000 monthly SIP investment in each fund has performed.
ICICI Prudential Infrastructure Fund – Direct Plan
The fund has given 31.58 per cent annualised SIP return in the 5-year time frame.
It has assets under management (AUM) of Rs 7,435 crore, while its net asset value (NAV) is Rs 180.7400.
Benchmarked against BSE India Infrastructure TRI, the fund has given 16.51 per cent annualised return (CAGR) since its inception in January 2013.
At an expense ratio of 1.15 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in 5 years, or a total investment of Rs 8,40,000, has converted into Rs 18,23,846.
Nippon India ETF Nifty PSU Bank BeES
The fund has given 31.14 per cent annualised SIP return in 5 years.
It has AUM of Rs 2,602 crore, while its NAV is Rs 65.3639.
Benchmarked against NIFTY PSU Bank TRI, the fund has given 5.47 per cent annualised return since its debut in October 2007.
With an expense ratio of 0.49 per cent, the fund has Rs 10,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in the 5-year period has grown to Rs 18,04,780.
Kotak Nifty PSU Bank ETF
The fund has given 31.1 per cent annualised SIP return in the 5-year period.
It has an asset base of Rs 1,394 crore, while its unit price is Rs 585.9190.
Benchmarked against NIFTY PSU Bank TRI, the fund has given 4.70 per cent annualised return since its launch in November 2007.
At an expense ratio of 0.49 per cent, the fund has Rs 10,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in the 5-year time frame has jumped to Rs 18,03,346.
HDFC Infrastructure Fund – Direct Plan
The fund has given 29.19 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 2,341 crore, while its unit price is Rs 44.4850.
Benchmarked against BSE India Infrastructure TRI, the fund has given 12.05 per cent annualised return since its beginning in January 2013.
With an expense ratio of 1.07 per cent, the fund has Rs 100 as the minimum SIP investment and lump sum investment each.
A Rs 14,000 monthly SIP investment in 5 years has swelled to Rs 17,23,682.
Franklin Build India Fund – Direct Plan
The fund has given 28.66 per cent annualised SIP return in 5 years.
Its AUM is Rs 2,659 crore, while its NAV is Rs 138.8842.
Benchmarked against BSE India Infrastructure TRI, the fund has given 21.05 per cent annualised return since its starting in January 2013.
At an expense ratio of 1.01 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in the 5-year period has grown to Rs 17,02,007.
Quant Infrastructure Fund – Direct Plan
The fund has given 28.68 per cent annualised SIP return in the 5-year period.
It has AUM of Rs 3,304 crore, while its NAV is Rs 347.1744.
Benchmarked against NIFTY Infrastructure TRI, the fund has given 17.19 per cent annualised return since its inception in January 2013.
With an expense ratio of 0.73 per cent, the fund has Rs 1,000 as the minimum SIP investment and Rs 5,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in the 5-year time frame has jumped to Rs 17,02,967.
Bandhan Infrastructure Fund – Direct Plan
The fund has given 28.4 per cent annualised SIP return in the 5-year time frame.
It has a fund size of Rs 1,641 crore, while its NAV is Rs 49.5280.
Benchmarked against BSE India Infrastructure TRI, the fund has given 15.15 per cent annualised return since its launch in January 2013.
At an expense ratio of 0.85 per cent, the fund has Rs 100 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
A Rs 14,000 monthly SIP investment in 10 years has converted into Rs 16,91,527.
