Sectoral Fund


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

हिंदी में: सेक्टोरल फंड

Top Performing Sectoral/ Thematic Fund

Ranking Date: 31 December 2022

Fund Name BMSMONEY Sectoral/ Thematic Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Sbi Equity Minimum Variance Fund

1 The Sbi Equity Minimum Variance Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 38% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. 4.97% 27.98% -22.87% -18.99% 0.55 0.27 0.49

Icici Prudential Exports And Services Fund

2 The Icici Prudential Exports And Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. 4.18% 30.23% -28.71% -18.23% 0.55 0.25 0.50

Icici Prudential India Opportunities Fund

3 The Icici Prudential India Opportunities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has 17 KPIs that are in top quartile. The fund has 81% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. 11.05% 38.47% -31.12% -28.26% 0.66 0.33 0.47

Tata Ethical Fund

4 The Tata Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has ten KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. -2.71% 27.59% -19.04% -16.35% 0.61 0.29 0.45

Icici Prudential Commodities Fund

5 The Icici Prudential Commodities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has 15 KPIs that are in top quartile. The fund has 71% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has five KPIs that are in bottom quartile. The fund has 24% of the KPIs that are in bottom quartile. 6.80% 54.81% -33.07% -30.12% 1.01 0.49 0.46

Taurus Ethical Fund

6 The Taurus Ethical Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has nine KPIs that are in bottom quartile. The fund has 39% of the KPIs that are in bottom quartile. -4.61% 21.67% -19.28% -16.57% 0.47 0.22 0.49

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

7 The Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has two KPIs that are in top quartile. The fund has 11% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 42% of the KPIs that are in bottom quartile. -12.34% 27.63% -24.15% -43.38% 0.36 0.19 0.42

Sundaram Services Fund

8 The Sundaram Services Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has two KPIs that are in top quartile. The fund has 10% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. 0.61% 29.54% -29.58% -18.42% 0.47 0.22 0.50

Sbi Magnum Comma Fund

9 The Sbi Magnum Comma Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has eight KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has ten KPIs that are in bottom quartile. The fund has 43% of the KPIs that are in bottom quartile. -13.00% 30.15% -26.15% -28.69% 0.53 0.28 0.46

Quantum India Esg Equity Fund

10 The Quantum India Esg Equity Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has three KPIs that are in top quartile. The fund has 14% of the KPIs that are in top quartile. The fund has eight KPIs that are in bottom quartile. The fund has 38% of the KPIs that are in bottom quartile. -1.49% 25.81% -25.44% -17.97% 0.42 0.20 0.49

Sbi Magnum Equity Esg Fund

11 The Sbi Magnum Equity Esg Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has two KPIs that are in top quartile. The fund has 9% of the KPIs that are in top quartile. The fund has 11 KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. -3.02% 23.70% -28.20% -16.27% 0.28 0.15 0.49

Franklin India Opportunities Fund

12 The Franklin India Opportunities Fund is a Sectoral/ Thematic Fund. In the Sectoral/ Thematic Fund category there are 21 funds. The fund has four KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has seven KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 6.70% 29.71% -29.15% -22.76% 0.43 0.22 0.49

Edelweiss Recently Listed Ipo Fund

13 The Edelweiss Recently Listed Ipo Fund is a Sectoral/ Thematic. In the Sectoral/ Thematic category there are 21 funds. The fund has one KPI that is in top quartile. The fund has 14 KPIs that are in bottom quartile. The fund has 74% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. -15.61% 20.42% -24.66% -29.82% 0.39 0.19 0.45

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 20 March 2023
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
-1.68
21
-2.87
21
-8.12
21
-6.74
14
-5.98
16
-12.34
18
27.63
8
8.34
8
Franklin India Opportunities Fund
-0.97
15
-0.74
12
-0.32
1
-3.45
1
-2.73
9
6.70
3
29.71
5
10.29
6
ICICI Prudential Exports And Services Fund
-0.50
6
-0.74
11
-3.68
9
-5.48
6
0.66
2
4.18
7
30.23
3
10.68
3
ICICI Prudential India Opportunities Fund
-0.41
5
-0.72
10
-3.26
5
-5.30
4
-0.05
3
11.05
1
38.47
2
ICICI Prudential Commodities Fund
-1.06
18
-0.79
15
-1.69
3
-6.25
10
0.92
1
6.80
2
54.81
1
Quantum India Esg Equity Fund
-0.69
11
-0.75
13
-4.74
14
-5.54
7
-4.22
12
-1.49
11
25.81
10
SBI Magnum Equity Esg Fund
-0.64
8
-0.20
5
-5.58
19
-6.74
13
-4.75
13
-3.02
13
23.70
11
11.23
2
SBI Magnum Comma Fund
-1.40
20
-2.02
20
-3.34
6
-8.38
20
-11.23
20
-13.00
19
30.15
4
10.40
4
SBI Equity Minimum Variance Fund
-0.38
4
-0.05
2
-4.50
13
-6.30
11
-1.75
7
4.97
6
27.98
7
Sundaram Services Fund
-0.37
2
-0.12
3
-4.05
10
-7.90
15
-5.75
15
0.61
8
29.54
6
Tata Ethical Fund
-0.65
10
-0.79
14
-3.11
4
-3.68
2
-2.55
8
-2.71
12
27.59
9
11.79
1
Taurus Ethical Fund
-1.12
19
-1.88
19
-3.57
7
-7.93
17
-9.07
19
-4.61
14
21.67
12
10.33
5
Edelweiss Recently Listed Ipo Fund
-0.65
9
-1.69
18
-4.93
16
-8.24
18
-15.45
21
-15.61
20
20.42
13
10.23
7
Aditya Birla Sun Life Special Opportunities Fund
-0.98
16
-1.12
17
-5.81
20
-10.36
21
-8.26
18
-6.19
15
Axis Special Situations Fund
-0.89
14
-0.27
6
-5.02
17
-5.34
5
-7.77
17
-9.64
17
ICICI Prudential Business Cycle Fund
-0.74
12
-0.60
8
-4.30
11
-5.66
8
-0.89
5
5.54
5
Tata Business Cycle Fund
-1.01
17
-0.97
16
-4.48
12
-7.91
16
-1.32
6
5.60
4
Baroda BNP Paribas Business Cycle Fund
-0.57
7
-0.63
9
-4.89
15
-6.21
9
-3.26
10
-0.72
10
ITI Pharma And Healthcare Fund
-0.23
1
-0.18
4
-3.64
8
-6.52
12
-3.60
11
-6.79
16
Aditya Birla Sun Life Business Cycle Fund
-0.81
13
-0.51
7
-5.23
18
-8.25
19
-4.95
14
0.10
9
ICICI Prudential Housing Opportunities Fund
-0.37
3
0.09
1
-1.21
2
-3.88
3
-0.47
4

Returns (Direct Plan)

As On: 20 March 2023
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
-1.68
21
-2.87
21
-8.12
21
-6.74
14
-5.98
16
-12.34
18
27.63
8
8.34
8
Franklin India Opportunities Fund
-0.97
15
-0.74
12
-0.32
1
-3.45
1
-2.73
9
6.70
3
29.71
5
10.29
6
ICICI Prudential Exports And Services Fund
-0.50
6
-0.74
11
-3.68
9
-5.48
6
0.66
2
4.18
7
30.23
3
10.68
3
ICICI Prudential India Opportunities Fund
-0.41
5
-0.72
10
-3.26
5
-5.30
4
-0.05
3
11.05
1
38.47
2
ICICI Prudential Commodities Fund
-1.06
18
-0.79
15
-1.69
3
-6.25
10
0.92
1
6.80
2
54.81
1
Quantum India Esg Equity Fund
-0.69
11
-0.75
13
-4.74
14
-5.54
7
-4.22
12
-1.49
11
25.81
10
SBI Magnum Equity Esg Fund
-0.64
8
-0.20
5
-5.58
19
-6.74
13
-4.75
13
-3.02
13
23.70
11
11.23
2
SBI Magnum Comma Fund
-1.40
20
-2.02
20
-3.34
6
-8.38
20
-11.23
20
-13.00
19
30.15
4
10.40
4
SBI Equity Minimum Variance Fund
-0.38
4
-0.05
2
-4.50
13
-6.30
11
-1.75
7
4.97
6
27.98
7
Sundaram Services Fund
-0.37
2
-0.12
3
-4.05
10
-7.90
15
-5.75
15
0.61
8
29.54
6
Tata Ethical Fund
-0.65
10
-0.79
14
-3.11
4
-3.68
2
-2.55
8
-2.71
12
27.59
9
11.79
1
Taurus Ethical Fund
-1.12
19
-1.88
19
-3.57
7
-7.93
17
-9.07
19
-4.61
14
21.67
12
10.33
5
Edelweiss Recently Listed Ipo Fund
-0.65
9
-1.69
18
-4.93
16
-8.24
18
-15.45
21
-15.61
20
20.42
13
10.23
7
Aditya Birla Sun Life Special Opportunities Fund
-0.98
16
-1.12
17
-5.81
20
-10.36
21
-8.26
18
-6.19
15
Axis Special Situations Fund
-0.89
14
-0.27
6
-5.02
17
-5.34
5
-7.77
17
-9.64
17
ICICI Prudential Business Cycle Fund
-0.74
12
-0.60
8
-4.30
11
-5.66
8
-0.89
5
5.54
5
Tata Business Cycle Fund
-1.01
17
-0.97
16
-4.48
12
-7.91
16
-1.32
6
5.60
4
Baroda BNP Paribas Business Cycle Fund
-0.57
7
-0.63
9
-4.89
15
-6.21
9
-3.26
10
-0.72
10
ITI Pharma And Healthcare Fund
-0.23
1
-0.18
4
-3.64
8
-6.52
12
-3.60
11
-6.79
16
Aditya Birla Sun Life Business Cycle Fund
-0.81
13
-0.51
7
-5.23
18
-8.25
19
-4.95
14
0.10
9
ICICI Prudential Housing Opportunities Fund
-0.37
3
0.09
1
-1.21
2
-3.88
3
-0.47
4
Click on + to See Details
As On: 20 March 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-0.23
14
0.18
10
2.51
5
27.89
5
14.02
8

Franklin India Opportunities Fund

0.88
2
-1.10
16
1.28
8
11.25
13
16.35
6

Icici Prudential Exports And Services Fund

0.46
4
2.00
5
2.51
4
23.61
7
17.69
5

Icici Prudential India Opportunities Fund

0.73
3
4.50
2
4.64
1
34.90
2

Icici Prudential Commodities Fund

0.95
1
4.61
1
3.39
2
45.19
1

Quantum India Esg Equity Fund

-0.06
11
-0.51
12
-1.45
14
13.08
12

Sbi Magnum Equity Esg Fund

0.00
10
-0.36
11
-0.86
12
17.74
10
15.04
7

Sbi Magnum Comma Fund

-0.72
18
-1.11
17
-3.55
16
31.99
3
23.53
2

Sbi Equity Minimum Variance Fund

0.29
5
1.93
6
2.27
6
15.70
11

Sundaram Services Fund

0.03
9
0.23
9
0.24
9
29.81
4

Tata Ethical Fund

0.25
6
-0.78
14
-0.34
11
26.37
6
20.53
3

Taurus Ethical Fund

-0.42
16
-1.03
15
-1.35
13
17.90
9
17.84
4

Edelweiss Recently Listed Ipo Fund

-1.00
20
-6.55
20
-6.59
18
22.61
8
24.15
1

Aditya Birla Sun Life Special Opportunities Fund

-0.79
19
-0.57
13
-2.31
15

Axis Special Situations Fund

-0.17
12
-3.59
19
-5.65
17

Icici Prudential Business Cycle Fund

0.14
8
2.51
4
2.00
7

Tata Business Cycle Fund

0.16
7
3.15
3
2.81
3

Baroda Bnp Paribas Business Cycle Fund

-0.20
13
0.60
7
0.10
10

Iti Pharma And Healthcare Fund

-0.35
15
-2.37
18

Aditya Birla Sun Life Business Cycle Fund

-0.52
17
0.53
8
As On: 20 March 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-0.18
14
0.30
10
2.79
4
28.43
5
14.42
8

Franklin India Opportunities Fund

0.94
2
-0.92
16
1.61
8
12.01
13
17.29
6

Icici Prudential Exports And Services Fund

0.52
4
2.12
5
2.76
5
24.10
7
18.35
5

Icici Prudential India Opportunities Fund

0.79
3
4.79
2
5.37
1
36.74
2

Icici Prudential Commodities Fund

1.07
1
4.99
1
4.16
2
47.41
1

Quantum India Esg Equity Fund

0.00
11
-0.31
13
-1.12
14
13.94
12

Sbi Magnum Equity Esg Fund

0.05
10
-0.21
12
-0.53
12
18.67
10
15.94
7

Sbi Magnum Comma Fund

-0.67
18
-0.97
17
-3.30
16
32.78
3
24.32
2

Sbi Equity Minimum Variance Fund

0.32
6
2.02
6
2.44
7
16.18
11

Sundaram Services Fund

0.17
9
0.57
9
0.92
10
31.66
4

Tata Ethical Fund

0.34
5
-0.47
14
0.24
11
27.80
6
21.96
3

Taurus Ethical Fund

-0.33
17
-0.78
15
-0.80
13
19.12
9
19.00
4

Edelweiss Recently Listed Ipo Fund

-0.89
20
-6.26
20
-5.95
18
23.92
8
24.80
1

Aditya Birla Sun Life Special Opportunities Fund

-0.68
19
-0.13
11
-1.54
15

Axis Special Situations Fund

-0.08
12
-3.24
19
-4.95
17

Icici Prudential Business Cycle Fund

0.21
8
2.86
4
2.67
6

Tata Business Cycle Fund

0.30
7
3.61
3
3.73
3

Baroda Bnp Paribas Business Cycle Fund

-0.09
13
1.06
7
1.03
9

Iti Pharma And Healthcare Fund

-0.19
15
-1.94
18

Aditya Birla Sun Life Business Cycle Fund

-0.29
16
0.95
8
As On: 31 December 2022
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

-43.38
13
-24.15
4
-11.11
9
23.45
9
17.95
9

Franklin India Opportunities Fund

-22.76
8
-29.15
10
-10.06
7
22.91
8
17.53
7

Icici Prudential Exports And Services Fund

-18.23
5
-28.71
9
-7.89
3
20.76
5
16.56
5

Icici Prudential India Opportunities Fund

-28.26
9
-31.12
12
-7.23
2
26.02
12
19.32
11

Icici Prudential Commodities Fund

-30.12
12
-33.07
13
-12.78
11
31.44
13
23.64
13

Quantum India Esg Equity Fund

-17.97
4
-25.44
6
-13.64
12
19.94
4
15.55
4

Sbi Magnum Equity Esg Fund

-16.27
1
-28.20
8
-9.16
6
22.05
6
17.13
6

Sbi Magnum Comma Fund

-28.69
10
-26.15
7
-11.08
8
25.31
11
18.58
10

Sbi Equity Minimum Variance Fund

-18.99
7
-22.87
3
-6.74
1
18.95
3
13.93
3

Sundaram Services Fund

-18.42
6
-29.58
11
-8.13
4
24.15
10
19.52
12

Tata Ethical Fund

-16.35
2
-19.04
1
-11.94
10
17.87
2
13.50
2

Taurus Ethical Fund

-16.57
3
-19.28
2
-9.02
5
17.43
1
13.49
1

Edelweiss Recently Listed Ipo Fund

-29.82
11
-24.66
5
-15.55
13
22.15
7
17.80
8
As On: 31 December 2022
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan

0.36
12
0.19
11
0.46
9
0.42

Franklin India Opportunities Fund

0.43
9
0.22
9
0.44
12
0.49
0.09
7 0.98 5
0.94
4
0.10
8
1.54
8
-0.0032
6

Icici Prudential Exports And Services Fund

0.55
5
0.25
6
0.48
7
0.50
2.95
4 0.88 10
0.93
6
0.13
5
1.73
4
0.0087
5

Icici Prudential India Opportunities Fund

0.66
2
0.33
2
0.60
3
0.47
6.81
2 1.04 2
0.83
11
0.17
2
1.95
2
0.0743
2

Icici Prudential Commodities Fund

1.01
1
0.49
1
0.94
1
0.46
13.49
1 1.11 1
0.85
10
0.28
1
2.80
1
0.1617
1

Quantum India Esg Equity Fund

0.42
10
0.20
10
0.44
11
0.49
0.61
6 0.89 9
0.96
2
0.09
9
1.47
9
-0.0118
7

Sbi Magnum Equity Esg Fund

0.28
13
0.15
13
0.34
13
0.49
-3.31
11 0.98 4
0.95
3
0.06
11
1.24
11
-0.0358
10

Sbi Magnum Comma Fund

0.53
6
0.28
4
0.58
4
0.46
-1.15
8 0.92 7
0.89
9
0.15
3
1.91
3
-0.0309
9

Sbi Equity Minimum Variance Fund

0.55
4
0.27
5
0.54
5
0.49
4.53
3 0.81 11
0.91
7
0.13
4
1.69
5
0.0148
3

Sundaram Services Fund

0.47
8
0.22
7
0.47
8
0.50
0.88
5 1.02 3
0.91
8
0.11
7
1.62
6
0.0124
4

Tata Ethical Fund

0.61
3
0.29
3
0.63
2
0.45
-1.53
9 0.94 6
0.97
1
0.12
6
1.59
7
-0.0283
8

Taurus Ethical Fund

0.47
7
0.22
8
0.52
6
0.49
-2.66
10 0.91 8
0.94
5
0.09
10
1.37
10
-0.0436
11

Edelweiss Recently Listed Ipo Fund

0.39
11
0.19
12
0.46
10
0.45




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More Mutual Fund Analysis Article

  • An investment instrument that pools money from many investors and uses that money to invest in a diversified portfolio of stocks, bonds, or other securities. 
  • It is managed by a professional investment company.
  • It offers diversification, professional management, and liquidity.

A mutual fund is a pool of funds collected from individuals/ companies/ other entities to invest in financial securities like equity and bond, gold/silver, and commodities. Each mutual fund is managed by one or more fund manager. 

This post will describe the methodology used for different calculations on this website.