What are the top performing Thematic-Other funds?

Based on 1-year returns, the top performing Thematic-Other funds are Edelweiss Recently Listed IPO Fund Direct-Growth with 19.82% return, HDFC Defence Fund Direct-Growth with 16.25% return, and Aditya Birla Sun Life Special Opportunities Fund Direct-Growth with 14.83% return. The category average 1-year return is 3.39%.

Which Thematic-Other funds have given the best returns over 3 years?

Over a 3-year period, the best performing Thematic-Other funds are Edelweiss Recently Listed IPO Fund Direct-Growth with a 43.59% CAGR, HDFC Defence Fund Direct-Growth with 24.52% CAGR, and Aditya Birla Sun Life Special Opportunities Fund Direct-Growth with 21.33% CAGR. The category average 3-year return stands at 17.38% CAGR.

Which Thematic-Other funds have given the best returns over 5 years?

Over a 5-year period, the top Thematic-Other funds are Edelweiss Recently Listed IPO Fund Direct-Growth with a 23.80% CAGR, HDFC Defence Fund Direct-Growth with 20.72% CAGR, and Aditya Birla Sun Life Special Opportunities Fund Direct-Growth with 20.11% CAGR. The category average 5-year return is 14.74% CAGR.

Which are the best Thematic-Other funds for SIP investment?

Based on average 5-year rolling returns, the best Thematic-Other funds for SIP are Edelweiss Recently Listed IPO Fund Direct-Growth with 5-year average rolling return of 20.17%, HDFC Housing Opportunities Fund Direct-Growth with 18.28%, and Franklin India Opportunities Direct Fund-Growth with 17.34%. You can start a SIP in Thematic-Other funds with as little as ₹99 per month.

What are the largest Thematic-Other mutual funds by assets?

The largest Thematic-Other funds by Assets Under Management (AUM) are ICICI Prudential India Opportunities Fund Direct-Growth with ₹ 36,478.20 crore, HDFC Defence Fund Direct-Growth with ₹ 9,724.27 crore, and Franklin India Opportunities Direct Fund-Growth with ₹ 8,723.81 crore. Together, there are 56 Thematic-Other funds available in India.

What is the minimum amount to invest in Thematic-Other funds?

You can start investing in Thematic-Other funds with a minimum SIP of ₹99 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Thematic-Other fund returns taxed?

Gains from Thematic-Other funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Thematic-Other funds have the lowest expense ratio?

Among Thematic-Other funds, Mirae Asset BSE Select IPO ETF FoF Direct-Growth has the lowest expense ratio at 0.11% (Direct Plan), followed by ICICI Prudential BHARAT 22 FOF Direct-Growth at 0.12%. Lower expense ratios directly improve your net returns over the long term.

How many Thematic-Other mutual funds are available in India?

There are currently 56 Thematic-Other mutual funds available in India across different fund houses. You can compare all 56 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Thematic Other

Thematic-Other Funds

Total Schemes

No. of schemes

Total AUM

₹ 1.04Lakh Cr

As on latest

Category Return (5Y)

14.74 %

CAGR

Benchmark

12.51%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Thematic-Other	4.35 %	1.70 %	3.39 %	17.38 %	14.74 %	14.06 %	2.72 %
Benchmark	5.61 %	-2.20 %	0.17 %	13.24 %	12.51 %	13.97 %	-1.60 %

Top Thematic-Other Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
ICICI Prudential India Opportunities Fund Direct-GrowthNAV: ₹40.28	36,478.20 Cr	2.42%	18.87%	20.72%	0.88%
HDFC Defence Fund Direct-GrowthNAV: ₹30.44	9,724.27 Cr	16.25%	43.59%	-	0.87%
Franklin India Opportunities Direct Fund-GrowthNAV: ₹290.00	8,723.81 Cr	4.17%	24.52%	20.11%	0.88%
Motilal Oswal Nifty India Defence Index Fund Direct-GrowthNAV: ₹12.43	4,855.94 Cr	7.29%	-	-	0.57%
Sundaram Services Fund Direct-GrowthNAV: ₹39.79	4,717.59 Cr	1.89%	16.21%	16.41%	0.79%
ICICI Prudential Commodities Fund Direct-GrowthNAV: ₹50.45	3,998.52 Cr	11.02%	18.02%	16.95%	1.06%
Tata Ethical Direct Plan-GrowthNAV: ₹413.61	3,742.46 Cr	-6.81%	6.90%	8.54%	0.85%
ICICI Prudential Equity Minimum Variance Fund Direct-GrowthNAV: ₹10.80	2,925.10 Cr	0.84%	-	-	1.84%
ICICI Prudential BHARAT 22 FOF Direct-GrowthNAV: ₹34.51	2,882.90 Cr	7.10%	19.92%	23.80%	0.12%
ICICI Prudential Housing Opportunities Fund Direct-GrowthNAV: ₹18.47	2,644.52 Cr	1.82%	15.48%	-	1.19%
ICICI Prudential Rural Opportunities Fund Direct-GrowthNAV: ₹11.34	2,041.13 Cr	0.80%	-	-	1.16%
Aditya Birla Sun Life Conglomerate Fund Direct-GrowthNAV: ₹11.16	1,624.31 Cr	2.29%	-	-	1.03%
WhiteOak Capital Special Opportunities Fund Direct-GrowthNAV: ₹14.59	1,601.14 Cr	9.92%	-	-	1.42%
Axis Services Opportunities Fund Direct-GrowthNAV: ₹10.12	1,570.39 Cr	-	-	-	0.77%
Kotak Special Opportunities Fund Direct-GrowthNAV: ₹11.11	1,424.74 Cr	13.62%	-	-	0.95%

Thematic-Other vs Other Categories

5Y CAGR Return Comparison

15.04%

14.82%

14.74%

14.53%

13.69%

Value Oriented

Sectoral-Pharma

Thematic-Other

Thematic-Energy

Thematic-Consumption

Key Insights

Thematic-Other delivered 14.74% CAGR over the last 5 years.

It ranks #13 out of 27 categories based on 5Y performance.

Above the category average return of 14.51%.

12 categories outperform it, while 14 categories have lower returns.

Top performer: Thematic-PSU (23.70%).

Lowest performer: Sectoral-Technology (6.82%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

ICICI Prudential India Opportunities Fund Direct-Growth

Fund Performance: ICICI Prudential India Opportunities Fund Direct-Growth has given 18.87% annualized returns in the past three years and 20.72% in the last 5 years. The ICICI Prudential India 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 India Opportunities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 36,478.20Cr

1Y Returns

2.42%

Expense Ratio

0.88%

HDFC Defence Fund Direct-Growth

Fund Performance: HDFC Defence Fund Direct-Growth has given 43.59% annualized returns in the past three years. The HDFC Defence Fund Direct-Growth comes under the Equity category of HDFC Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in HDFC Defence Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 9,724.27Cr

1Y Returns

16.25%

Expense Ratio

0.87%

Franklin India Opportunities Direct Fund-Growth

Fund Performance: Franklin India Opportunities Direct Fund-Growth has given 24.52% annualized returns in the past three years and 20.11% in the last 5 years. The Franklin India Opportunities Direct Fund-Growth comes under the Equity category of Franklin Templeton Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Franklin India Opportunities Direct Fund-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 8,723.81Cr

1Y Returns

4.17%

Expense Ratio

0.88%

Motilal Oswal Nifty India Defence Index Fund Direct-Growth

Fund Performance: The Motilal Oswal Nifty India Defence Index Fund Direct-Growth comes under the Equity category of Motilal Oswal Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Nifty India Defence Index Fund Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 500.00

AUM

₹ 4,855.94Cr

1Y Returns

7.29%

Expense Ratio

0.57%

Sundaram Services Fund Direct-Growth

Fund Performance: Sundaram Services Fund Direct-Growth has given 16.21% annualized returns in the past three years and 16.41% in the last 5 years. The Sundaram Services Fund Direct-Growth comes under the Equity category of Sundaram Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Sundaram Services Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 4,717.59Cr

1Y Returns

1.89%

Expense Ratio

0.79%

ICICI Prudential Commodities Fund Direct-Growth

Fund Performance: ICICI Prudential Commodities Fund Direct-Growth has given 18.02% annualized returns in the past three years and 16.95% in the last 5 years. The ICICI Prudential Commodities 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 Commodities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,998.52Cr

1Y Returns

11.02%

Expense Ratio

1.06%

Tata Ethical Direct Plan-Growth

Fund Performance: Tata Ethical Direct Plan-Growth has given 6.90% annualized returns in the past three years and 8.54% in the last 5 years. The Tata Ethical Direct Plan-Growth comes under the Equity category of Tata Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Tata Ethical Direct Plan-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,742.46Cr

1Y Returns

-6.81%

Expense Ratio

0.85%

ICICI Prudential Equity Minimum Variance Fund Direct-Growth

Fund Performance: The ICICI Prudential Equity Minimum Variance 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 Equity Minimum Variance Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,925.10Cr

1Y Returns

0.84%

Expense Ratio

1.84%

ICICI Prudential BHARAT 22 FOF Direct-Growth

Fund Performance: ICICI Prudential BHARAT 22 FOF Direct-Growth has given 19.92% annualized returns in the past three years and 23.80% in the last 5 years. The ICICI Prudential BHARAT 22 FOF Direct-Growth comes under the Equity category of ICICI Prudential Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential BHARAT 22 FOF Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,882.90Cr

1Y Returns

7.10%

Expense Ratio

0.12%

ICICI Prudential Housing Opportunities Fund Direct-Growth

Fund Performance: ICICI Prudential Housing Opportunities Fund Direct-Growth has given 15.48% annualized returns in the past three years. The ICICI Prudential Housing 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 Housing Opportunities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,644.52Cr

1Y Returns

1.82%

Expense Ratio

1.19%

ICICI Prudential Rural Opportunities Fund Direct-Growth

Fund Performance: The ICICI Prudential Rural 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 Rural Opportunities Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 2,041.13Cr

1Y Returns

0.80%

Expense Ratio

1.16%

Aditya Birla Sun Life Conglomerate Fund Direct-Growth

Fund Performance: The Aditya Birla Sun Life Conglomerate Fund Direct-Growth comes under the Equity category of Aditya Birla Sun Life Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Conglomerate Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 1,624.31Cr

1Y Returns

2.29%

Expense Ratio

1.03%

WhiteOak Capital Special Opportunities Fund Direct-Growth

Fund Performance: The WhiteOak Capital Special Opportunities Fund Direct-Growth comes under the Equity category of WhiteOak Capital Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in WhiteOak Capital Special Opportunities Fund Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 500.00

AUM

₹ 1,601.14Cr

1Y Returns

9.92%

Expense Ratio

1.42%

Axis Services Opportunities Fund Direct-Growth

Fund Performance: The Axis Services Opportunities Fund Direct-Growth comes under the Equity category of Axis Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Axis Services Opportunities Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 1,570.39Cr

1Y Returns

Expense Ratio

0.77%

Kotak Special Opportunities Fund Direct-Growth

Fund Performance: The Kotak Special 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 Special Opportunities Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 1,424.74Cr

1Y Returns

13.62%

Expense Ratio

0.95%