Thematic Stacks

Banking, pharma, tech, FMCG, defence and more expert-picked sectoral Stacks.

SectoralHigh-Growth
A graphical representation of mutual fund stacks

Why Invest in Thematic Stacks

Exposure to High-Growth Sectors

Invest in India’s fastest-growing areas like infrastructure, banking, tech, and manufacturing.

Sector-Specific Diversification

Gain from diverse themes—rising consumption, energy demand, healthcare, and defense.

Varied Risk and Ethical Options

Options from Very High to Moderate Risk; ESG Fund offers socially responsible investing.

All About Thematic Stacks

Table of Contents

What is a Thematic Fund?Benefits of Investing in Thematic Mutual FundsHow to Choose the Best Thematic Mutual FundWho Should Invest in Thematic Funds?Benefits of Thematic Mutual FundsTop 10 Best Thematic Mutual FundsKey Features of StackWealth’s Thematic Mutual FundsBest Thematic Mutual Funds for Long-term Growth

What is a Thematic Fund?

thematic fund is a mutual fund that concentrates on specific themes or industries, such as technology, healthcare, or clean energy, allowing investors to capitalize on growing trends and sectors. These funds are curated to align with high-growth industries, giving investors the opportunity to invest in markets that match their interests and beliefs.

Benefits of Investing in Thematic Mutual Funds

Thematic mutual funds allow for targeted investment in sectors that may experience rapid growth. Here are the main benefits:

  • Growth Potential: These funds target sectors with high growth potential, often yielding greater returns over time.
  • Diverse Exposure: Thematic funds can include multiple industries under a theme, providing diversified exposure.
  • Focused Strategy: Ideal for investors passionate about specific industries, thematic funds offer a focused investment strategy with potential for significant growth.

How to Choose the Best Thematic Mutual Fund

When selecting a thematic mutual fund, consider these factors:

  1. Theme Relevance: Choose a theme aligned with sectors showing long-term potential.
  2. Fund Performance: Review the fund's historical performance and its ability to navigate market changes.
  3. Management Expertise: Look for funds managed by experienced professionals who understand the theme's intricacies.
  4. Investment Goals: Ensure the fund's objectives align with your personal financial goals.

Stack Wealth provides curated thematic mutual fund stacks to make your selection process easier, offering top-performing thematic funds across various sectors.

Who Should Invest in Thematic Funds?

Thematic funds are ideal for investors who:

  • Understand Sector Risks: These funds require a strong understanding of specific industries and their market dynamics.
  • Seek High-Growth Opportunities: Thematic funds offer focused investment in emerging sectors, appealing to those seeking high returns.
  • Have Higher Risk Tolerance: Concentrated investments like thematic funds can be volatile, making them suitable for investors willing to embrace short-term market fluctuations for long-term gains.

Benefits of Thematic Mutual Funds

Thematic mutual funds allow investors to capitalize on strong industry trends, offering a focused investment strategy for those looking to target emerging sectors or themes. Key benefits include:

  • High Growth Potential: By investing in a specific sector, thematic funds may offer higher growth when these themes gain traction in the market.
  • Diverse Exposure: Thematic funds include companies across different geographies, offering diverse exposure to specific trends.
  • Focused Investment Strategy: They enable investors to support industries and sectors they personally believe in.

Top 10 Best Thematic Mutual Funds

Here are some of the top-performing thematic mutual funds as of 2024:

Mutual Fund Schemes

Current Value

Returns (5Y)

Quant Infrastructure Fund

14.99 Lakh

38.57%

Motilal Oswal ESG Fund

14.02 Lakh

35.17%

SBI Banking & Financial Services Fund

13.69 Lakh

34.40%

JM Agri and Natural Resources Fund

12.9 Lakh

31.74%

HDFC Housing Opportunities Fund

12.73 Lakh

31.58%

Bank of India Digital Fund

12.71 Lakh

30.92%

DSP Global Metals & Mining Fund

12.54 Lakh

30.46%

Franklin India Tech Fund

12.34 Lakh

30.8%

Bandhan Consumption Fund

12.26 Lakh

30.05%

Nippon India Pharma Fund

12.04 Lakh

29.13%

These funds span diverse themes, from infrastructure to ESG (Environmental, Social, Governance) investing, providing options for different investor preferences.

Key Features of StackWealth’s Thematic Mutual Funds

  • Professional Management: Our fund managers carefully select the top thematic funds to ensure consistent performance.
  • Personalized Portfolios: StackWealth provides tailored thematic fund stacks based on investor profiles.
  • Regular Rebalancing: Our wealth managers rebalance portfolios to adapt to market changes and optimize returns.

Best Thematic Mutual Funds for Long-term Growth

Selecting the best thematic mutual fund requires assessing fund performance, sector potential, and alignment with long-term goals. StackWealth's Thematic Mutual Fund Stacks are curated by experts to maximize returns in high-growth sectors while managing risks through diversification.

Frequently Asked Questions

What is a Thematic Fund?

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A thematic fund is a type of mutual fund that invests in companies within a specific sector or theme, such as technology, healthcare, or clean energy, providing focused growth opportunities.

Are Thematic Mutual Funds a Good Investment?

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Yes, thematic funds can be a good investment for those with a strong understanding of specific industries or trends. While they offer high growth potential, they also carry higher risks.

How Do I Choose the Best Thematic Mutual Fund?

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To choose the best thematic mutual fund, consider the sector's growth potential, the fund's historical performance, and how well the theme aligns with your financial goals.

What Are the Risks of Investing in Thematic Mutual Funds?

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Thematic funds are concentrated investments, which means they can be more volatile and impacted by industry-specific risks compared to diversified funds.

How Do Thematic Funds Differ From Sector Funds?

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While sector funds focus solely on one industry, thematic funds may cover multiple related industries within a broader theme, offering slightly more diversification.

View All FAQs

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