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PSU Themes Mutual Funds

Find here some best PSU Themes fund to invest

  • Annual Returns 17.93%
  • Average Risk High
  • Total Funds 6

What is PSU Themes Mutual Fund?

PSU Mutual Funds invest only in PSUs. These funds are not focused on investing in any one sector as they concentrate on various sectors across PSUs. As PSU funds invest in multiple sectors, they are classified under a diversified equity category. Investing in PSUs indicates that your portfolio is diversified across different industries but you are focused thematically for PSUs. An individual, minor, FII, NRI, societies, banks, trusts, banks and partners of the firm can invest in this thematic fund.

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Top Performing PSU Themes in India for High Return

AMC List

  • Kotak
  • Aditya Birla Sun Life
  • ICICI
  • Tata
  • HDFC
  • SBI
  • UTI
  • Nippon
  • Sundaram
  • Canara
  • Invesco
  • Axis
  • Baroda BNP Paribas
  • DSP
  • EDELWEISS
  • Franklin
  • HSBC
  • LIC
  • Mirae Asset
  • Motilal Oswal
  • Mahindra
  • PGIM
  • WOC
  • Bandhan
  • 360 One
  • Bajaj Finserv
  • Quant
  • Parag Parikh
  • ITI

Minimum SIP Amt.

  • ₹100 - ₹500
  • ₹500 - ₹1000
  • ₹1000 - ₹5000

Fund Option

  • Growth
  • Dividend
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Snapshot

Returns

Risk

Information

NAV Details

Compare Funds

Lumpsum 3Y P.a 33.14%
SIP 3Y P.a. 39.97%
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Lumpsum 3Y P.a 31.65%
SIP 3Y P.a. 43.2%
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Lumpsum 3Y P.a 28.72%
SIP 3Y P.a. 41.98%
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Short Term

Long Term

SIP

Rolling Term

1 Week 0.15%
1 Month -3.66%
3 Months -6.44%
6 Months 2.06%
1 Year 53.46%
Invest
1 Week -5.83%
1 Month -7.37%
3 Months -6.97%
6 Months -0.61%
1 Year 49.54%
Invest
1 Week -6.39%
1 Month -8.01%
3 Months -8.3%
6 Months 1.55%
1 Year 48.41%
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1 Week 0.16%
1 Month -3.26%
3 Months -7.65%
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1 Week -0.33%
1 Month -2.74%
3 Months -4.9%
6 Months 6.67%
1 Year 57.95%
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1 Week -1.26%
1 Month -7.94%
3 Months -11.84%
6 Months 5.23%
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2 Years 42.2%
3 Years 33.14%
5 Years -
Annual Rt 31.74%
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2 Years 40.47%
3 Years 31.65%
5 Years 24.04%
Annual Rt 8.12%
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2 Years 39.86%
3 Years 28.72%
5 Years 26.46%
Annual Rt 12.71%
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Annual Rt 2.1%
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2 Years 41.83%
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Annual Rt 50.03%
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Annual Rt 24.73%
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Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.82%
Fund Manager Dhaval Gala
Launch Date 30-Dec 2019
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.92%
Fund Manager Rohit Shimpi
Launch Date 07-Jul 2010
Invest
Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.15%
Fund Manager Dhimant Kothari
Launch Date 18-Nov 2009
Invest
Min SIP ₹100
Min Lumpsum ₹100
Expense Ratio 1.05%
Fund Manager Devender Singhal
Launch Date 31-Jul 2024
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 1.97%
Fund Manager Mittul Kalawadia
Launch Date 09-Sep 2022
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.24%
Fund Manager Sanjeev Sharma
Launch Date 20-Feb 2024
Invest

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PSU Themes Funds Return Calculator

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  • Invested Amount
  • Estimated Returns

  • Invested Amount ₹43,855
  • Interest Earned ₹6,145

Frequently Asked Questions

Who should invest in PSU Themes Mutual Funds?
PSU Themes funds are suitable for the investors who can digest high risk in search for higher returns. Moreover, these funds are not suitable for the investors who are stepping in the finance market with a short term investment perspective as they might end up delivering negative returns.
What is the minimum investment required for investing in PSU Themes funds?
The minimum investment depends from one scheme to another. In general, for lumpsum investment the minimum investment can range from Rs. 500 to Rs. 5000. Whereas, in case of SIP, the range may vary between Rs. 500 to Rs. 1000. For authentic information, never forget to check the scheme related documents.
What is the investment philosophy followed by PSU Themes companies?
The fund manager of PSU Themes fund targets the best small sized companies having the potential to generate excellent gains in the future. Such companies do not have much resources as the large cap or mid cap companies but have high potential to outperform many big companies.
Why to invest in PSU Themes funds?
PSU Themes funds have more tendency of providing exceptional returns than the other categories of funds. Moreover, they can also be a suitable option for providing diversification to your portfolio.
How risky are PSU Themes funds?
PSU Themes funds are one of the riskiest mutual funds. But at the same time rewards are also high. Therefore, an investor who is willing to expose his corpus towards risk for fetching higher returns should invest in PSU Themes funds.
Are PSU Themes Funds for long term investment?
Yes, PSU Themes funds are a suitable choice for generating long term capital appreciation. Moreover, in short term these funds can cause double digit losses to the investors. Thus, always maintain a long term investment perspective while investing in PSU Themes mutual funds.
What is the benchmark of PSU Themes Fund?
Benchmark is a standard with which a mutual fund competes in terms of growth & performance. Different PSU Themes funds have different benchmark. Thus, read the mutual fund document carefully to know the benchmark.
What are the taxes applied on PSU Themes Mutual Funds?
PSU Themes funds are eligible for two types of taxes- STCG (Short Term Capital Gain) and LTCG (Long Term Capital Gain). STCG is the capital gain generated on the units which are hold for up to 1 year. The STCG tax imposed by the Government of India is 15%. LTCG is the profit generated on the units which are hold for more than one years. The LTCG levied is 10% for the profit above Rs. 1 Lakh.

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