Top 5 Sector Funds of 2019

Mutual Fund

A sector fund invests in a single sector or industry. Sectoral funds have a high risk as these kinds of funds are not diversified. The popular sector for thematic or sectoral funds is- real estate, telecommunication, pharma, technology, natural resource, health care, aviation etc.

Here we will discuss top five sectoral mutual funds of 2019

  • ICICI Prudential Banking and Financial Services

Asset size- Rs.2,604cr. (28th February 2019)
Expense Ratio- 2.23%
Launch Date- 22nd August 2008
Benchmark- NIFTY Financial Services TRI
Riskometer- High
Return Since Launch- 19.08%
Performance

  1-Year 3-Year 5-Year 10-Year
Fund 9.26 26.15 23.15 25.59
S&P BSE Finance TRI 9.44 22.68 19.30 23.81
Category 9.84 20.64 16.14 19.35
Rank within Category 9 1 1 1
Number of funds in category 17 17 11 8

As on Mar 13, 2019

  • IDFC Infrastructure Fund

Asset size- Rs.847cr. (28th February 2019)
Expense Ratio- 2.49%
Launch Date- 8th March 2011
Benchmark- NIFTY Infrastructure TRI
Riskometer- High
Return Since Launch- 5.19%
Performance

  1-Year 3-Year 5-Year 10-Year
Fund -17.41 14.62 14.02
S&P BSE India Infrastructure TRI -11.32 13.94 10.62
Category -9.07 12.95 14.84
Rank within Category 20 4 14
Number of funds in category 21 21 19

As on Mar 13, 2019

  • Sundaram Rural and Consumption Fund

Asset size- Rs.2,328cr. (28th February 2019)
Expense Ratio- 2.15%
Launch Date- 12th May 2006
Benchmark- S&P BSE India Infrastructure TRI
Riskometer- High
Return Since Launch- 16.09%
Performance

  1-Year 3-Year 5-Year 10-Year
Fund 1.12 16.87 22.50
S&P BSE India Infrastructure TRI -11.32 13.94 10.62
Category -9.07 12.95 14.84
Rank within Category 1 3 1
Number of funds in category 21 21 19

As on Mar 13, 2019

  • Franklin Build India Fund

Asset size- Rs.2,328cr. (28th February 2019)
Expense Ratio- 2.15%
Launch Date- 12th May 2006
Benchmark- NIFTY 500 TRI
Riskometer-Moderately High
Return Since Launch- 11.72%
Performance

  1-Year 3-Year 5-Year 10-Year
Fund -0.40 18.34 19.23 20.51
S&P BSE 500 TRI 4.62 16.33 14.95 18.44
Category 2.48 16.68 16.33 20.55
Rank within Category 8 4 1 3
Number of funds in category 9 9 7 5

As on Mar 13, 2019

  • Mirae Asset Consumer Fund

Asset size- Rs.646cr. (28th February 2019)
Expense Ratio- 2.34%
Launch Date- 29th March 2011
Benchmark- S&P BSE 200 TRI
Riskometer- High
Return Since Launch- 16.89%
Performance

  1-Year 3-Year 5-Year 10-Year
Fund 7.56 20.44 18.43
S&P BSE 200 TRI 6.96 16.43 14.76
Category 2.48 16.68 16.33
Rank within Category 2 2 4
Number of funds in category 9 9 7

As on Mar 13, 2019

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