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PSU Themes Mutual Funds

Find here some best PSU Themes fund to invest

  • Annual Returns 19.23%
  • Average Risk High
  • Total Funds 5

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 Returns

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 34.39%
SIP 3Y P.a. 41.81%
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Lumpsum 3Y P.a 36.14%
SIP 3Y P.a. 42.06%
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Lumpsum 3Y P.a -
SIP 3Y P.a. -
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Lumpsum 3Y P.a 34%
SIP 3Y P.a. 38.02%
Return Vs Category

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Lumpsum 3Y P.a -
SIP 3Y P.a. -
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Short Term

Long Term

SIP

Rolling Term

1 Week -1.93%
1 Month 5.75%
3 Months -3.44%
6 Months -5.7%
1 Year 37.06%
Invest
1 Week -2.32%
1 Month 4.42%
3 Months -2.47%
6 Months -3.08%
1 Year 35.88%
Invest
1 Week -2.71%
1 Month 3.38%
3 Months -3.88%
6 Months -1.79%
1 Year 32.57%
Invest
1 Week -3.22%
1 Month 2.99%
3 Months -6.69%
6 Months -7.09%
1 Year 23.28%
Invest
1 Week -3.59%
1 Month 2.2%
3 Months -11.6%
6 Months -10.44%
1 Year -
Invest
2 Years 42.94%
3 Years 34.39%
5 Years 28.39%
Annual Rt 13.13%
Invest
2 Years 41%
3 Years 36.14%
5 Years 25.43%
Annual Rt 8.5%
Invest
2 Years 40.48%
3 Years -
5 Years -
Annual Rt 50.03%
Invest
2 Years 37.88%
3 Years 34%
5 Years -
Annual Rt 31.74%
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Annual Rt 24.73%
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Min SIP ₹500
Min Lumpsum ₹1000
Expense Ratio 2.12%
Fund Manager Dhimant Kothari
Launch Date 27-Nov 2009
Invest
Min SIP ₹500
Min Lumpsum ₹5000
Expense Ratio 1.88%
Fund Manager Rohit Shimpi
Launch Date 12-Jul 2010
Invest
Min SIP ₹100
Min Lumpsum ₹5000
Expense Ratio 2.01%
Fund Manager Mittul Kalawadia
Launch Date 12-Sep 2022
Invest
Min SIP ₹100
Min Lumpsum ₹500
Expense Ratio 1.8%
Fund Manager Dhaval Gala
Launch Date 31-Dec 2019
Invest
Min SIP ₹1000
Min Lumpsum ₹5000
Expense Ratio 2.26%
Fund Manager Sanjeev Sharma
Launch Date 15-Feb 2024
Invest

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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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