Best Thematic PSU Mutual Funds

Best Thematic PSU Mutual Funds Thematic PSU Funds Thematic funds are equity mutual funds that invest in stocks tied to a theme. These funds are more …
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Best Thematic PSU Mutual Funds




Thematic PSU Funds
Thematic funds are equity mutual funds that invest in stocks tied to a theme. These funds are more broad-based then sectoral fund, as they pick companies and sectors united by an idea. For instance, an infrastructure theme fund will invest in cement, power, steel, among other sectors
Advantages of Thematic-PSU funds
- Select sectors in the portfolio mean they are not genuinely diversified
- High-risk category as returns are tied to a theme playing out
- Suitable for aggressive investors, even then exposure should not be more than 10% of the portfolio
Invesco India PSU Equity Fund - Direct Plan-Growth
This scheme is an open-ended equity mutual fund from Invesco Mutual Fund. The fund is invested in Indian equities to the tune of 98 percent, with 55.03 percent in large-cap stocks, 14.42 percent in mid-cap stocks, and 14.49 percent in small-cap stocks. The Energy, Financial, Capital Goods, Metals & Mining, and Services sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Energy and Financial sectors. National Thermal Power Corp. Ltd., State Bank of India, Bharat Electronics Ltd., Bank Of Baroda, and Container Corp. Of India, Ltd. are the fund's top five holdings. SBI PSU Fund - Direct Plan-Growth This is a high-risk thematic PSU Fund from the SBI Mutual Funds. It is a medium-sized open-ended fund in its category. The fund is invested in Indian equities to the tune of 91.82 percent, with 59.42 percent in large-cap stocks, 16.85 percent in mid-cap stocks, and 12.28 percent in small-cap stocks. The Energy, Financial, Metals & Mining, Capital Goods, and Insurance sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Energy and Financial sectors. State Bank of India, National Thermal Power Corp. Ltd., Power Grid Corp. Of India Ltd., Oil & Natural Gas Corp. Ltd. and National Aluminium Co. Ltd. are the fund's top five holdings. Aditya Birla Sun Life PSU Equity Fund - Direct Plan-Growth It is an open-ended mid-sized equity fund of its category. The fund is invested in Indian stocks 96.82 percent of the time, with 66.27 percent in large-cap stocks, 17.25 percent in mid-cap stocks, and 9.42 percent in small-cap stocks. The Energy, Financial, Metals & Mining, Capital Goods, and Materials sectors make up the majority of the fund's holdings. Compared to other funds in the category, it has taken less risk in the Energy and Financial sectors. Power Grid Corporation of India Ltd., National Thermal Power Corporation of India Ltd., Coal India Ltd., State Bank of India, and Bharat Petroleum Corporation of India Ltd. are the top five holdings of the fund.My Recent Articles
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