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Thematic Dividend Yield Funds

  • Average Return 22.04%
  • No of Funds 7

What is Thematic-Dividend Yield Mutual Fund

Thematic funds are equity mutual funds that invest in stocks tied to a theme. These funds are more broad-based then sectoral fund, as they pick companies and sectors united by an idea. For instance, an infrastructure theme fund will invest in cement, power, steel, among other sectors

Advantages of Thematic-Dividend Yield Funds

  • Select sectors in the portfolio mean they are not genuinely diversified
  • High-risk category as returns are tied to a theme playing out
  • Suitable for aggressive investors, even then exposure should not be more than 10% of the portfolio

Top schemes of Thematic-Dividend Yield Mutual Funds sorted by last 5 year returns

7 funds
Show Returns for via
Franklin Templeton

Fund Size

₹1,292 Crs

Return (p.a)

N.A. + 20.93% N.A. + 16.34% N.A. + 29.45% + 29.21% + 23.34% + 9.95% + 7.02% + 16.69%

VRO rating

N.A.

ETM Rank

Unranked

ICICI Prudential

Fund Size

₹1,072 Crs

Return (p.a)

N.A. + 19.77% N.A. + 30.95% N.A. + 31.19% + 68.4% + 28.27% + 15.3% + 25.17% + 15.45%

VRO rating

N.A.

ETM Rank

Unranked

Sundaram

Fund Size

₹306 Crs

Return (p.a)

N.A. + 16.28% N.A. + 24.79% N.A. + 21.09% + 54.8% + 15.74% + 6.99% + 19.53% + 15.29%

VRO rating

N.A.

ETM Rank

Unranked

UTI

Fund Size

₹2,895 Crs

Return (p.a)

N.A. + 15.82% N.A. + 17.0% N.A. + 20.22% + 51.83% + 14.07% + 1.62% + 10.61% + 13.75%

VRO rating

N.A.

ETM Rank

Unranked

Aditya Birla SL

Fund Size

₹836 Crs

Return (p.a)

N.A. + 15.74% N.A. + 32.29% N.A. + 22.82% + 77.64% + 18.45% + 10.21% + 31.56% + 12.57%

VRO rating

N.A.

ETM Rank

Unranked

HDFC

Fund Size

₹3,049 Crs

Return (p.a)

N.A. N.A. N.A. + 40.07% N.A. N.A. + 86.15% N.A. + 16.95% + 43.83% + 23.29%

VRO rating

N.A.

ETM Rank

Unranked

Tata

Fund Size

₹571 Crs

Return (p.a)

N.A. N.A. N.A. + 28.54% N.A. N.A. + 74.07% N.A. + 9.04% + 29.02% + 11.06%

VRO rating

N.A.

ETM Rank

Unranked

Show all funds

Thematic-Dividend Yield Funds Returns Calculator

See what your investment would have yielded in

Select fund
Templeton India Equity Income Fund
via in I want to invest of for a period of for

How to invest in Thematic-Dividend Yield Funds?

It is quite easy to invest in Thematic-Dividend Yield mutual funds on ET Money. Here are the steps that you have to follow.

  • Register online on ET Money app or website
  • Head to Mutual Funds sections and choose the Thematic-Dividend Yield fund you want to invest in.
  • Click on invest and choose the amount and mode of investment (SIP or Lumpsum)
  • Provide your KYC details (Pan number, Bank details) and complete your investment.

Frequently asked Questions

Which are the best Thematic-Dividend Yield Mutual Funds to invest in 2022?

These are top 5 Thematic-Dividend Yield funds you can invest in 2022

Fund Name Fund Category ETM Rank Consistency 5 Year Return (Annualized)
Templeton India Equity Income Fund Equity Unranked
14.39 % p.a.
ICICI Prudential Dividend Yield Equity Fund Equity Unranked
11.68 % p.a.
Sundaram Dividend Yield Fund Equity Unranked
12.49 % p.a.
UTI Dividend Yield Fund Equity Unranked
12.34 % p.a.
Aditya Birla Sun Life Dividend Yield Fund Equity Unranked
8.39 % p.a.

Since Thematic-Dividend yields Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.

Thematic Funds have to invest at least 80% of their assets in stocks tied to a particular theme. For instance, a Thematic Infrastructure Fund will invest in stocks related to the theme of infrastructure. This means they invest in companies connected to the development of infrastructure of our country like those operating in steel, cement, construction sectors.

Thematic-Dividend yields Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.

Thematic-Dividend Yield Funds have on an average delivered 6.58% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 22.04% and 11.86%. p.a.

Thematic Funds are some of the riskiest Mutual Funds. Although they are more diversified than Sectoral Funds, they still carry high risk. That's because their success depends on the theme playing out as expected. If it doesn't, then none of the stocks will perform, resulting in massive underperformance. These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds.

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