Top 10 Sectoral/Thematic funds by 5-year CAGR
All 259 Regular-plan Sectoral/Thematic schemes in AMFI’s data with a current NAV, ranked by 5-year CAGR. The table also shows shorter and longer returns, volatility, the deepest fall in five years and the Sharpe ratio, so one number is not read in isolation.
Ranked among 102 Regular-plan Sectoral/Thematic schemes with enough history (157 newer schemes left out) · Growth option · data as of 28 Oct 2026.
| # | Scheme | Category | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life | Sectoral/Thematic | 19.4% | −1.0% | 16.9% | 22.9% | −27.4% | 0.45 | Very High | ₹5,687 Cr |
| 2 | SBI PSU FUND SBI | Sectoral/Thematic | 19.2% | −5.3% | 17.8% | 22.1% | −24.6% | 0.51 | Very High | ₹6,160 Cr |
| 3 | LIC MF Infrastructure Fund LIC | Sectoral/Thematic | 18.4% | 0.7% | 19.7% | 23.1% | −26.9% | 0.57 | Very High | ₹1,101 Cr |
| 4 | DSP India T.I.G.E.R. Fund DSP | Sectoral/Thematic | 18.3% | 3.6% | 17.7% | 20.3% | −26.1% | 0.55 | Very High | ₹6,025 Cr |
| 5 | BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUND Bank of India | Sectoral/Thematic | 17.9% | 7.6% | 19.1% | 18.3% | −24.7% | 0.68 | Very High | ₹998 Cr |
| 6 | SBI HEALTHCARE OPPORTUNITIES FUND SBI | Sectoral/Thematic | 17.8% | 14.7% | 22.9% | 14.4% | −17.8% | 1.14 | Very High | ₹5,897 Cr |
| 7 | Nippon India Power & Infra Fund Nippon India | Sectoral/Thematic | 17.6% | −1.8% | 15.6% | 20.8% | −25.8% | 0.44 | Very High | ₹7,496 Cr |
| 8 | ICICI Prudential Infrastructure Fund ICICI Prudential | Sectoral/Thematic | 17.5% | −9.0% | 14.4% | 18.1% | −19.3% | 0.43 | Very High | ₹7,705 Cr |
| 9 | Invesco India PSU Equity Fund Invesco | Sectoral/Thematic | 16.9% | −9.3% | 16.0% | 23.8% | −30.4% | 0.39 | Very High | ₹1,315 Cr |
| 10 | quant Quantamental Fund quant | Sectoral/Thematic | 16.1% | −0.3% | 12.6% | 18.8% | −23.8% | 0.32 | Very High | ₹1,476 Cr |
| Category median | 9.7% | −4.6% | 11.7% | 16.9% | −22.6% | 0.29 | ||||
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
More rankings
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.