Top 5 Thematic Mutual Funds for 2025: Check These Funds

Thematic Mutual Funds: A Snapshot of 2024
The year 2024 saw thematic mutual funds emerge as a favoured investment choice for those looking to capitalise on specific trends and high-growth sectors. Investors embraced themes like manufacturing, commodities, and PSUs, driven by their alignment with the evolving Indian economic landscape.
What to Expect in 2025?
As we enter 2025, thematic funds continue to reflect the dynamism of India’s economy. With trends such as manufacturing, infrastructure development, commodities, and PSUs gaining traction, thematic funds remain a relevant investment vehicle.
Below, we explore 5 top-performing thematic funds based on their 5-year CAGR and key highlights.
Top 5 Performing Thematic Mutual Funds for 2025
| Mutual Fund Scheme Name | Launch Date | AUM (₹ in Crore) | Expense Ratio (%) | 5yr CAGR in % |
| Bank of India Mfg & Infra | 01-01-2013 | 519.36 | 0.86 | 32.96 |
| ICICI Pru Commodities | 05-10-2019 | 2,437.67 | 0.93 | 33.88 |
| Invesco India PSU Equity | 01-01-2013 | 1,331.16 | 0.85 | 30.23 |
| Franklin India Opportunities | 01-01-2013 | 5,622.81 | 0.5 | 29.49 |
| ICICI Pru Manufacturing Fund | 11-10-2018 | 6,716.59 | 0.72 | 28.65 |
1. Bank of India Manufacturing & Infrastructure Fund
- Objective: Long-term capital appreciation through equity and equity-related securities of companies in manufacturing and infrastructure.
- Exit Load: 1% for redemption within 1 year (beyond 10% of investments).
- Minimum Investment: ₹5,000.
- Minimum SIP: ₹1,000.
- Key Sector Focus: Manufacturing and infrastructure, aligning with India’s growth trajectory in these sectors.
2. ICICI Prudential Commodities Fund
- Objective: Generate long-term capital appreciation by investing in equity and equity-related securities of companies in the commodities sector.
- Exit Load: 1% if redeemed within 3 months.
- Minimum Investment: ₹5,000.
- Minimum SIP: ₹100.
- Key Sector Focus: Commodities and related industries, riding on global and domestic demand cycles.
3. Invesco India PSU Equity Fund
- Objective: Capital appreciation by investing in companies where the government has a majority shareholding or control.
- Exit Load: 1% for redemption within 1 year (beyond 10% of investments).
- Minimum Investment: ₹1,000.
- Minimum SIP: ₹500.
- Key Sector Focus: Public sector undertakings (PSUs), benefiting from government policies and reforms.
4. Franklin India Opportunities Fund
- Objective: Capitalise on long-term growth opportunities in the Indian economy by investing in a broad range of stocks across market capitalisations.
- Exit Load: 1% if redeemed within 1 year.
- Minimum Investment: ₹5,000.
- Minimum SIP: ₹500.
- Key Sector Focus: Diverse sectors without quantitative or qualitative limitations, offering flexibility.
5. ICICI Prudential Manufacturing Fund
- Objective: Generate long-term capital appreciation through equity investments in companies engaged in the manufacturing theme.
- Exit Load: 1% if redeemed within 1 year.
- Minimum Investment: ₹5,000.
- Minimum SIP: ₹100.
- Key Sector Focus: Manufacturing, tapping into India’s “Make in India” push and industrial growth.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. It is based on several secondary sources on the internet and is subject to changes. Please consult an expert before making related decisions.
Published on: Dec 5, 2024, 3:43 PM IST
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