Sectoral/Thematic: Services & exports
At least 80% in a particular sector or theme. Shown here: the 7 schemes MFIC groups under “Services & exports” (a grouping from scheme names, not an AMFI category). This page lists every Sectoral/Thematic scheme in this group (Direct plan, growth option) with its returns, rolling-return consistency and risk, calculated from AMFI NAVs as of 2 Oct 2026.
| Scheme | NAV (₹) | AUM (₹ cr) | TER | 1Y | 3Y CAGR | 5Y CAGR | 3Y rolling median | 3Y rolling worst | 3Y beat-rate | Std dev | Max DD 5Y | History |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Axis Services Opportunities Fund Axis Mutual Fund | 9.26 | 1,322 | 0.94% | -6.2% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.2 y |
| Baroda BNP Paribas Services Fund Baroda BNP Paribas Mutual Fund | 9.27 | 573 | 1.69% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.2 y |
| HSBC India Export Opportunities Fund HSBC Mutual Fund | 11.69 | 1,303 | 1.04% | 20.0% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 2.0 y |
| ICICI Prudential Exports & Services Fund ICICI Prudential Mutual Fund | 179.36 | 1,454 | n/a | 0.7% | 13.5% | 13.1% | 18.6% | -8.2% | 100% | 13.6% | −14.8% | 13.7 y |
| Kotak Services Fund Kotak Mahindra Mutual Fund | 9.99 | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 0.6 y |
| Motilal Oswal Services Fund Motilal Oswal Mutual Fund | 11.70 | 136 | 1.38% | 13.0% | n/a | n/a | n/a | n/a | n/a | n/a | n/a | 1.3 y |
| Sundaram Services Fund Sundaram Mutual Fund | 38.00 | 4,999 | n/a | 0.5% | 12.6% | 12.2% | 21.6% | 12.6% | 100% | 15.5% | −17.4% | 8.0 y |
Returns are from NAVs (after expenses, before tax); 3Y and 5Y are annualised. Rolling figures use every business-day start date in the scheme's history; beat-rate is the share of 3-year windows ahead of Nifty 500 (proxy: Motilal Oswal Nifty 500 Index Fund, price return). Std dev is annualised over 36 months. AUM is the whole scheme (all plans) and TER is for the plan shown, both as disclosed to AMFI. "n/a" means the scheme's history is too short or the data is still loading. Listed alphabetically; no order of preference is implied. Full definitions: MFIC methodology.
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