Based on 1-year returns, the top performing Thematic-Energy funds are DSP Natural Resources and New Energy Fund Direct Plan-Growth with 19.49% return, ICICI Prudential Energy Opportunities Fund Direct-Growth with 12.35% return, and Tata Resources & Energy Fund Direct-Growth with 8.13% return. The category average 1-year return is 6.18%.
Thematic-Energy Funds
Thematic equity funds invest in stocks linked to a theme. These funds have a broader scope than sectoral funds, as they invest in stocks from various sectors that are linked to a particular theme. Energy thematic funds invest in energy-related stocks. As per the SEBI guidelines, a minimum of 80% of the funds will be invested in energy-linked stocks.
Total Schemes
7
No. of schemes
Total AUM
₹ 0.22Lakh Cr
As on latest
Category Return (5Y)
14.36 %
CAGR
Benchmark
12.19%
NIFTY 500 TRI
Category Returns (%)
| Period | 1M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | YTD |
|---|---|---|---|---|---|---|---|
Thematic-Energy | -1.04 % | 11.27 % | 6.18 % | 19.03 % | 14.36 % | 17.23 % | 8.62 % |
Benchmark | 1.23 % | -0.57 % | -0.07 % | 12.33 % | 12.19 % | 13.67 % | -2.15 % |
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y CAGR | 5Y CAGR | Expense Ratio |
|---|---|---|---|---|---|
SBI Energy Opportunities Fund Direct-GrowthNAV: ₹11.42 | 8,712.01 Cr | 3.09% | - | - | 0.90% |
ICICI Prudential Energy Opportunities Fund Direct-GrowthNAV: ₹11.83 | 8,351.56 Cr | 12.35% | - | - | 1.12% |
DSP Natural Resources and New Energy Fund Direct Plan-GrowthNAV: ₹119.25 | 2,400.80 Cr | 19.49% | 20.91% | 17.06% | 1.08% |
Tata Resources & Energy Fund Direct-GrowthNAV: ₹58.65 | 1,361.20 Cr | 8.13% | 19.03% | 14.36% | 0.84% |
Baroda BNP Paribas Energy Opportunities Fund Direct-GrowthNAV: ₹12.02 | 672.25 Cr | 3.04% | - | - | 1.51% |
Kotak Energy Opportunities Fund Direct-GrowthNAV: ₹10.86 | 273.46 Cr | 4.28% | - | - | 1.08% |
Groww BSE Power ETF FOF Direct-GrowthNAV: ₹12.04 | 37.25 Cr | - | - | - | 0.28% |
About Thematic-Energy Funds
What is it?
Thematic equity funds invest in stocks linked to a theme. These funds have a broader scope than sectoral funds, as they invest in stocks from various sectors that are linked to a particular theme. Energy thematic funds invest in energy-related stocks. As per the SEBI guidelines, a minimum of 80% of the funds will be invested in energy-linked stocks.
Objective
The objective of these funds is to generate maximum returns by investing in the stocks of energy-related companies.
Suitability and opinion
We believe that concentration risk is high in any thematic funds and the impact of the market cycle can be severe in this category. Though these funds may have higher diversification compared to sectoral funds, this category is suitable for informed investors who are comfortable with high risks as the fund will invest in companies associated with the same theme. These funds are suitable for investors that are bullish on the companies benefiting from energy production and consumption in the country. So, you should have a solid understanding of the theme before you invest in such funds. If there is a change in government policy affecting the theme, then it will impact the fund returns. Also, entry and exit timings matter in these funds, so we can not define the ideal time horizon for any particular thematic fund. Some themes may play out rapidly and others will take time. You should not allocate more than 10% of your portfolio to any thematic funds.
Thematic-Energy vs Other Categories
5Y CAGR Return Comparison
Key Insights
Thematic-Energy delivered 14.36% CAGR over the last 5 years.
It ranks #14 out of 27 categories based on 5Y performance.
Above the category average return of 14.22%.
13 categories outperform it, while 13 categories have lower returns.
Top performer: Thematic-PSU (23.72%).
Lowest performer: Sectoral-Technology (6.52%).
Let's have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
SBI Energy Opportunities Fund Direct-Growth
Fund Performance: The SBI Energy Opportunities Fund Direct-Growth comes under the Equity category of SBI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in SBI Energy Opportunities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 8,712.01Cr
1Y Returns
3.09%
Expense Ratio
0.90%
ICICI Prudential Energy Opportunities Fund Direct-Growth
Fund Performance: The ICICI Prudential Energy Opportunities Fund Direct-Growth comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Energy Opportunities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 8,351.56Cr
1Y Returns
12.35%
Expense Ratio
1.12%
DSP Natural Resources and New Energy Fund Direct Plan-Growth
Fund Performance: DSP Natural Resources and New Energy Fund Direct Plan-Growth has given 20.91% annualized returns in the past three years and 17.06% in the last 5 years. The DSP Natural Resources and New Energy Fund Direct Plan-Growth comes under the Equity category of DSP Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in DSP Natural Resources and New Energy Fund Direct Plan-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 100.00
AUM
₹ 2,400.80Cr
1Y Returns
19.49%
Expense Ratio
1.08%
Tata Resources & Energy Fund Direct-Growth
Fund Performance: Tata Resources & Energy Fund Direct-Growth has given 19.03% annualized returns in the past three years and 14.36% in the last 5 years. The Tata Resources & Energy Fund Direct-Growth comes under the Equity category of Tata Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Tata Resources & Energy Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 1,361.20Cr
1Y Returns
8.13%
Expense Ratio
0.84%
Baroda BNP Paribas Energy Opportunities Fund Direct-Growth
Fund Performance: The Baroda BNP Paribas Energy Opportunities Fund Direct-Growth comes under the Equity category of Baroda BNP Paribas Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Baroda BNP Paribas Energy Opportunities Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 672.25Cr
1Y Returns
3.04%
Expense Ratio
1.51%
Kotak Energy Opportunities Fund Direct-Growth
Fund Performance: The Kotak Energy Opportunities Fund Direct-Growth comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Energy Opportunities Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 100.00
AUM
₹ 273.46Cr
1Y Returns
4.28%
Expense Ratio
1.08%
Groww BSE Power ETF FOF Direct-Growth
Fund Performance: The Groww BSE Power ETF FOF Direct-Growth comes under the Equity category of Groww Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Groww BSE Power ETF FOF Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 500.00
AUM
₹ 37.25Cr
1Y Returns
--
Expense Ratio
0.28%
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