equity Fund

Strategy / Thematic Funds

Invest in specific themes like ESG, value, growth, or dividend yield strategies.

Avg. Return (5Y)

15.38%

No. of Funds

Risk Level

High

Ideal Horizon

5+ years

Top Strategy / Thematic Funds Sorted by Returns

Scheme

SBI Contra Fund

SBI MF

Expense: 0.68%

1Y: 11.5%

3Y: 19.2%

5Y: 17.8%

ICICI Prudential Value Discovery Fund

ICICI Prudential MF

Expense: 1.08%

1Y: 12.8%

3Y: 18.5%

5Y: 16.2%

HDFC Dividend Yield Fund

HDFC MF

Expense: 0.77%

1Y: 10.9%

3Y: 16.8%

5Y: 14.5%

* Returns are annualized and based on historical data. Past performance does not guarantee future results. Min. SIP: ₹500.

What is a Strategy / Thematic Fund?

Strategy or thematic mutual funds follow a specific investment strategy such as value investing, dividend yield, contra, or ESG (Environmental, Social, Governance). They invest across market caps but are bound by their strategic mandate.

Key Advantages

Focused exposure to a specific investing philosophy
Can outperform during favorable market cycles
Good satellite holding for diversification
Access to niche strategies without stock-picking

How It Works

Unlike diversified equity funds, these funds follow a predefined strategy. A value fund buys undervalued stocks, a dividend yield fund focuses on high-dividend payers, and a contra fund invests against prevailing market sentiment.