Sectoral Fund

As On: 18 October 2021

Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: सेक्टोरल फंड

Table 1

Category Performance: Sectoral Fund
Regular Option Returns %
1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
Category Average
0.885
2.743
7.291
14.973
31.660
73.441
23.005
14.924
Best in Category
3.537
7.078
14.014
21.035
49.445
141.092
31.838
19.865
Worst in Category
0.140
0.964
2.946
8.539
6.851
49.079
9.916
10.231
Direct Plan Return %
Category Average
0.895
2.762
7.368
15.236
32.254
75.009
24.010
15.831
Best in Category
3.504
7.096
14.139
21.487
50.597
144.670
32.611
20.724
Worst in Category
0.144
0.976
3.036
8.661
7.020
49.644
10.284
10.631

Table 2

Category Performance Regular Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
0.94
4
0.98
12
8.24
6
8.54
13
6.85
13
49.08
13
9.92
9
10.23
8
Franklin India Opportunities Fund
0.25
12
2.56
8
8.39
5
17.16
3
31.03
5
70.40
5
24.48
4
15.59
4
ICICI Prudential Exports and Services Fund
0.52
8
0.96
13
3.45
11
15.00
6
28.66
9
62.42
8
18.92
8
13.72
6
ICICI Prudential India Opportunities Fund
0.93
5
2.95
6
11.20
2
21.04
1
42.74
3
106.83
2
ICICI Prudential Commodities Fund
3.54
1
7.08
1
14.01
1
14.21
8
49.45
1
141.09
1
Quantum India ESG Equity Fund
0.39
10
3.10
4
5.15
10
13.24
10
25.86
11
59.93
9
SBI MAGNUM Equity ESG Fund
0.74
6
3.58
2
6.06
8
17.01
4
30.49
6
59.25
10
23.55
5
15.51
5
SBI Magnum Comma Fund
1.58
2
3.13
3
10.62
3
15.47
5
39.06
4
88.08
3
31.84
1
19.87
1
SBI Equity Minimum Variance Fund
0.14
13
1.98
9
3.05
12
12.90
11
22.91
12
50.18
12
Sundaram Services Fund
0.26
11
2.97
5
7.05
7
19.22
2
46.23
2
84.99
4
29.89
2
Tata Ethical Fund
0.69
7
1.63
11
2.95
13
13.93
9
29.48
8
62.51
7
24.92
3
16.07
3
L&T BUSINESS CYCLES FUND
0.47
9
2.89
7
8.57
4
14.81
7
30.38
7
68.70
6
20.50
7
12.04
7
Taurus Ethical Fund
1.06
3
1.86
10
6.03
9
12.13
12
28.45
10
51.27
11
23.03
6
16.35
2

Table 3

Category Performance Direct Plan
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
0.94
4
0.99
12
8.28
6
8.66
13
7.02
13
49.64
13
10.28
9
10.63
8
Franklin India Opportunities Fund
0.25
12
2.57
8
8.45
5
17.36
3
31.47
5
71.64
5
25.46
4
16.52
4
ICICI Prudential Exports and Services Fund
0.53
8
0.98
13
3.49
11
15.12
7
28.91
10
63.06
8
19.66
8
14.56
6
ICICI Prudential India Opportunities Fund
0.94
5
2.99
6
11.32
2
21.49
1
43.67
3
109.57
2
ICICI Prudential Commodities Fund
3.50
1
7.10
1
14.14
1
14.61
8
50.60
1
144.67
1
Quantum India ESG Equity Fund
0.44
10
3.11
4
5.25
10
13.51
10
26.33
11
61.18
9
SBI MAGNUM Equity ESG Fund
0.75
6
3.59
2
6.12
8
17.23
4
31.00
7
60.52
10
24.50
5
16.48
5
SBI Magnum Comma Fund
1.59
2
3.14
3
10.67
3
15.64
5
39.49
4
89.20
3
32.61
1
20.72
1
SBI Equity Minimum Variance Fund
0.14
13
1.99
9
3.08
12
13.02
11
23.16
12
50.80
12
Sundaram Services Fund
0.28
11
3.00
5
7.17
7
19.63
2
47.21
2
87.45
4
31.27
2
Tata Ethical Fund
0.71
7
1.65
11
3.04
13
14.25
9
30.19
8
64.37
7
26.37
3
17.34
3
L&T BUSINESS CYCLES FUND
0.49
9
2.91
7
8.66
4
15.13
6
31.09
6
70.47
6
21.64
7
12.97
7
Taurus Ethical Fund
1.08
3
1.89
10
6.12
9
12.43
12
29.16
9
52.56
11
24.30
6
17.43
2


Please note: all returns are absolute/ period returns. All analysis is for growth option.

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: सेक्टोरल फंड
More Mutual Fund Analysis Article

The season of tax-saving has started, those who planned in advance are already investing in tax saving mutual funds. For those who are still waiting and have not identified funds, this article is for them.

Every investor who invests in mutual funds has one required rate of return or minimum return expectation from the mutual fund. One of the minimum rates is the interest rate on fixed deposits.  In this article, we will list down all the funds that are generating more than the interest rate on FD. Read full article for the list.