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Here are the favourite mid-cap and small-cap stocks of sectoral mutual funds

Since the performance of these funds are cyclical in nature, their portfolios are constructed in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces

January 10, 2023 / 08:38 AM IST
Sector and thematic mutual funds have relatively a concentrated investment portfolio. While the sector funds have a narrow investment approach of betting on a single sector, thematic funds are semi-diversified funds allocating to a few sectors that are associated with a particular theme. Since the performance of these funds are cyclical in nature, their portfolios are constructed in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces. Over the last one year, the sectors and thematic funds that performed well were including PSU related funds, auto and consumption funds. Meanwhile, technology and pharma funds were the laggards delivered negative return. Here are the popular mid and smallcap stocks among the actively managed sector and thematic fund categories. Value as of November 2022. Source: ACEMF
1/11
Sector and thematic mutual funds have relatively a concentrated investment portfolio. While the sector funds have a narrow investment approach of betting on a single sector, thematic funds are semi-diversified funds allocating to a few sectors that are associated with a particular theme. Since the performance of these funds are cyclical in nature, their portfolios are built in a way that that not only to capitalize the opportunities when the sectors or theme perform well but also contain the loss well when they undergo rough paces. Over the last one year, the sectors and thematic funds that performed well were including PSU related funds, auto and consumption funds. Meanwhile, technology and pharma funds were the laggards delivered negative return. Here are the popular mid and smallcap stocks among the actively managed sector and thematic fund categories. Value as of November 2022. Source: ACEMF
2/11
Last one-year category return: 19.5%
No. of active schemes in the category: 4
Schemes with larger corpus within the category: ICICI Pru PSU Equity and Aditya Birla SL PSU Equity Fund
Auto sector funds Last one-year category return: 15% No. of active schemes in the category: 3 Schemes with larger corpus within the category: UTI Transportation & Logistics Fund
3/11
Auto sector funds
Last one-year category return: 15%
No. of active schemes in the category: 3
Schemes with larger corpus within the category: UTI Transportation & Logistics Fund
Banks & Financial Services funds Last one-year category return: 14.7% No. of active schemes in the category: 15 Schemes with larger corpus within the category: ICICI Pru Banking & Fin Serv, Nippon India Banking & Financial Services and SBI Banking & Financial Services Fund
4/11
Banks & Financial Services funds
Last one-year category return: 14.7%
No. of active schemes in the category: 15
Schemes with larger corpus within the category: ICICI Pru Banking & Fin Serv, Nippon India Banking & Financial Services and SBI Banking & Financial Services Fund
Infrastructure funds Last one-year category return: 9.5% No. of active schemes in the category: 18 Schemes with larger corpus within the category: ICICI Pru Infrastructure, DSP India T.I.G.E.R and UTI Infrastructure Fund
5/11
Infrastructure funds
Last one-year category return: 9.5%
No. of active schemes in the category: 18
Schemes with larger corpus within the category: ICICI Pru Infrastructure, DSP India T.I.G.E.R and UTI Infrastructure Fund
Consumption funds Last one-year category return: 8% No. of active schemes in the category: 12 Schemes with larger corpus within the category: Aditya Birla SL India GenNext, Mirae Asset Great Consumer and ICICI Pru Bharat Consumption Fund
6/11
Consumption funds
Last one-year category return: 8%
No. of active schemes in the category: 12
Schemes with larger corpus within the category: Aditya Birla SL India GenNext, Mirae Asset Great Consumer and ICICI Pru Bharat Consumption Fund
Business Cycle Fund Last one-year category return: 5% No. of active schemes in the category: 7 Schemes with larger corpus within the category: ICICI Pru Business Cycle and Aditya Birla SL Business Cycle Fund
7/11
Business Cycle Fund
Last one-year category return: 5%
No. of active schemes in the category: 7
Schemes with larger corpus within the category: ICICI Pru Business Cycle and Aditya Birla SL Business Cycle Fund
MNC funds Last one-year category return: -3% No. of active schemes in the category: 4 Schemes with larger corpus within the category: SBI Magnum Global and Aditya Birla SL MNC Fund
8/11
MNC funds
Last one-year category return: -3%
No. of active schemes in the category: 4
Schemes with larger corpus within the category: SBI Magnum Global and Aditya Birla SL MNC Fund
ESG funds Last one-year category return: -4.2% No. of active schemes in the category: 7 Schemes with larger corpus within the category: SBI Magnum Equity ESG and Axis ESG Equity Fund
9/11
ESG funds
Last one-year category return: -4.2%
No. of active schemes in the category: 7
Schemes with larger corpus within the category: SBI Magnum Equity ESG and Axis ESG Equity Fund
Pharma & Health Care funds Last one-year category return: -9% No. of active schemes in the category: 10 Schemes with larger corpus within the category: Nippon India Pharma, ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) and SBI Healthcare Opp Fund
10/11
Pharma & Health Care funds
Last one-year category return: -9%
No. of active schemes in the category: 10
Schemes with larger corpus within the category: Nippon India Pharma, ICICI Pru Pharma Healthcare & Diagnostics (P.H.D) and SBI Healthcare Opp Fund
Technology funds Last one-year category return: -21% No. of active schemes in the category: 5 Schemes with larger corpus within the category: ICICI Pru Technology, Tata Digital India and Aditya Birla SL Digital India Fund
11/11
Technology funds
Last one-year category return: -21%
No. of active schemes in the category: 5
Schemes with larger corpus within the category: ICICI Pru Technology, Tata Digital India and Aditya Birla SL Digital India Fund
Dhuraivel Gunasekaran
Dhuraivel Gunasekaran