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Energy Thematic Funds

  • Average Return 27.04%
  • No of Funds 2

What is Thematic-Energy 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-Energy 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-Energy Mutual Funds sorted by last 5 year returns

2 funds
Show Returns for via
Tata

Fund Size

₹260 Crs

Return (p.a)

N.A. + 22.48% N.A. + 18.57% N.A. + 28.05% + 75.86% + 18.23% + 3.33% + 37.43% + 19.95%

VRO rating

N.A.

ETM Rank

Unranked

DSP

Fund Size

₹711 Crs

Return (p.a)

N.A. + 17.33% N.A. + 6.33% N.A. + 25.74% + 55.07% + 17.45% + 0.64% + 7.34% + 17.44%

VRO rating

N.A.

ETM Rank

Unranked

Show all funds

Thematic-Energy Funds Returns Calculator

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Tata Resources & Energy Fund
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How to invest in Thematic-Energy Funds?

It is quite easy to invest in Thematic-Energy 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-Energy 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

Since Thematic-Energy 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 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-Energy 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-Energy Funds have on an average delivered -0.44% p.a. returns in the last 1 year. Their 3 and 5 year annualized returns are 27.04% and 12.2%. 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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