Fund Tracker India by Ishaan Dungarwal
Guide
Fund categoriesEquitySep 2026

Sectoral or thematic funds: what they hold and bought

SEBI's rule: At least 80 % in the stocks of one sector or theme. Source: SEBI categorisation circular, 6 Oct 2017, as amended

234 sectoral or thematic funds from 35 fund houses filed a portfolio for Sep 2026. Here is what most of them hold, and what they added and cut.

Category as AMFI lists it; the two AMFI spellings of a category are one page. Counted over open-ended schemes with an equity portfolio for the month, share counts from each fund house's monthly file. Value added or cut = change in shares × the month's value per share in that file, never a change in price.

Schemes234portfolio filed for Sep 2026, of 255
Fund houses35running one
Stocks held919listed on NSE, any scheme

Stocks most sectoral or thematic funds hold, Sep 2026

Ranked by how many schemes in the category hold the stock; the average is its % of net assets in the schemes holding it.

schemes holding · average weight
  1. 98 of 234 · 5.26%
  2. 87 of 234 · 6.82%
  3. 87 of 234 · 4.97%
  4. 80 of 234 · 6.27%
  5. 80 of 234 · 4.60%
  6. 80 of 234 · 4.08%
  7. 71 of 234 · 4.37%
  8. 68 of 234 · 4.19%
  9. 67 of 234 · 2.69%
  10. 63 of 234 · 2.63%
  11. 62 of 234 · 3.42%
  12. 61 of 234 · 3.54%
  13. 61 of 234 · 1.33%
  14. 60 of 234 · 3.14%
  15. 59 of 234 · 1.92%
  16. 58 of 234 · 4.32%
  17. 58 of 234 · 2.68%
  18. 57 of 234 · 2.64%
  19. 56 of 234 · 4.71%
  20. 55 of 234 · 3.51%

Most bought, Sep 2026

value of shares added · schemes adding
  1. BHARTIARTL Bharti Airtel Ltd. · 14, 3 new
    +₹462 cr
  2. RELIANCE Reliance Industries Ltd. · 19, 10 new
    +₹437 cr
  3. GLAND Gland Pharma Ltd. · 18, 10 new
    +₹351 cr
  4. HDFCBANK HDFC Bank Ltd. · 23, 2 new
    +₹350 cr
  5. HCLTECH HCL Technologies Ltd. · 7, 3 new
    +₹271 cr
  6. NTPC NTPC Ltd. · 9, 2 new
    +₹259 cr
  7. RENTOMOJO Rentomojo Limited · 14, 14 new
    +₹241 cr
  8. SSRETAIL SS Retail Ltd. · 11, 11 new
    +₹223 cr
  9. MANAPPURAM Manappuram Finance Ltd. · 3, 1 new
    +₹212 cr
  10. DELHIVERY Delhivery Ltd. · 6, 2 new
    +₹202 cr

Most sold, Sep 2026

value of shares cut · schemes cutting
  1. SBIN State Bank of India · 15, 2 sold out
    −₹544 cr
  2. LT Larsen & Toubro Ltd. · 19, 3 sold out
    −₹427 cr
  3. KOTAKBANK Kotak Mahindra Bank Ltd. · 18, 3 sold out
    −₹333 cr
  4. INFY Infosys Ltd. · 11, 4 sold out
    −₹321 cr
  5. ADANIENT Adani Enterprises Ltd. · 6, 3 sold out
    −₹314 cr
  6. WIPRO Wipro Ltd. · 4, 1 sold out
    −₹275 cr
  7. SIEMENS Siemens Ltd. · 7, 3 sold out
    −₹222 cr
  8. ETERNAL Eternal Ltd. · 27, 2 sold out
    −₹209 cr
  9. DLF DLF Ltd. · 5, 3 sold out
    −₹196 cr
  10. TITAN Titan Company Ltd. · 16, 1 sold out
    −₹195 cr

Sectoral or thematic schemes (234)

largest AUM first
SchemeFund houseAUM1-year return
ICICI Prudential India Opportunities FundICICI Prudential Mutual Fund₹37,976 cr+0.8%
ICICI Prudential Business Cycle FundICICI Prudential Mutual Fund₹15,842 cr−0.1%
ICICI Prudential Technology FundICICI Prudential Mutual Fund₹13,265 cr−4.7%
ICICI Prudential Banking & Financial Services FundICICI Prudential Mutual Fund₹11,188 cr−0.3%
HDFC Defence FundHDFC Mutual Fund₹11,128 cr+20.8%
SBI BANKING & FINANCIAL SERVICES FUNDSBI Mutual Fund₹10,818 cr+2.4%
HDFC Manufacturing FundHDFC Mutual Fund₹10,559 cr+6.7%
Tata Digital India FundTata Mutual Fund₹9,957 cr−7.0%
Franklin India Opportunities FundFranklin Templeton Mutual Fund₹9,527 cr−1.5%
Nippon India Pharma FundNippon India Mutual Fund₹9,272 cr+12.7%
ICICI Prudential Infrastructure FundICICI Prudential Mutual Fund₹8,541 cr−2.8%
SBI Energy Opportunities FundSBI Mutual Fund₹8,466 cr−0.3%
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUNDICICI Prudential Mutual Fund₹8,236 cr+4.8%
Nippon India Power & Infra FundNippon India Mutual Fund₹8,073 cr+4.5%
ICICI Prudential Innovation FundICICI Prudential Mutual Fund₹7,836 cr+2.3%
Nippon India Banking & Financial Services FundNippon India Mutual Fund₹7,795 cr+1.3%
ICICI Prudential Manufacturing FundICICI Prudential Mutual Fund₹7,085 cr+6.5%
ICICI Prudential Healthcare FundICICI Prudential Mutual Fund₹6,830 cr+9.3%
SBI PSU FUNDSBI Mutual Fund₹6,655 cr+1.7%
SBI MNC FUNDSBI Mutual Fund₹6,504 cr+12.2%
DSP India T.I.G.E.R. FundDSP Mutual Fund₹6,385 cr+11.1%
Aditya Birla Sun Life Consumption FundAditya Birla Sun Life Mutual Fund₹6,044 cr−3.9%
Aditya Birla Sun Life PSU Equity FundAditya Birla Sun Life Mutual Fund₹6,011 cr+5.4%
SBI Automotive Opportunities FundSBI Mutual Fund₹5,933 cr+25.1%
Axis India Manufacturing FundAxis Mutual Fund₹5,569 cr+14.3%
SBI HEALTHCARE OPPORTUNITIES FUNDSBI Mutual Fund₹5,565 cr+22.3%
SBI ESG Exclusionary Strategy FundSBI Mutual Fund₹5,304 cr+1.8%
SBI Innovative Opportunities FundSBI Mutual Fund₹5,281 cr+11.2%
Sundaram Services FundSundaram Mutual Fund₹5,170 cr+3.1%
SBI INFRASTRUCTURE FUNDSBI Mutual Fund₹4,868 cr+3.2%
Mirae Asset Great Consumer FundMirae Asset Mutual Fund₹4,668 cr−0.4%
HDFC Banking & Financial Services FundHDFC Mutual Fund₹4,627 cr+4.8%
SBI TECHNOLOGY OPPORTUNITIES FUNDSBI Mutual Fund₹4,412 cr−4.0%
UTI - Transportation and Logistics FundUTI Mutual Fund₹4,217 cr+4.6%
Kotak Pioneer FundKotak Mahindra Mutual Fund₹4,153 cr+7.8%
ICICI Prudential Commodities FundICICI Prudential Mutual Fund₹4,145 cr+4.2%
ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUNDICICI Prudential Mutual Fund₹3,926 cr+11.9%
Aditya Birla Sun Life Digital India FundAditya Birla Sun Life Mutual Fund₹3,908 cr−4.1%
Tata Ethical FundTata Mutual Fund₹3,798 cr−3.8%
DSP Healthcare FundDSP Mutual Fund₹3,721 cr+18.5%
Aditya Birla Sun Life Banking and Financial Services FundAditya Birla Sun Life Mutual Fund₹3,629 cr+1.9%
Mirae Asset Healthcare FundMirae Asset Mutual Fund₹3,458 cr+24.3%
Kotak Business Cycle FundKotak Mahindra Mutual Fund₹3,441 cr+8.1%
Aditya Birla Sun Life MNC FundAditya Birla Sun Life Mutual Fund₹3,252 cr−9.7%
ICICI Prudential Bharat Consumption FundICICI Prudential Mutual Fund₹3,212 cr−2.0%
Tata Banking & Financial Services FundTata Mutual Fund₹3,211 cr+1.0%
Quant Infrastructure Fundquant Mutual Fund₹3,176 cr+6.8%
Franklin Build India FundFranklin Templeton Mutual Fund₹3,170 cr−1.8%
HDFC Pharma and Healthcare FundHDFC Mutual Fund₹3,128 cr+28.2%
HDFC INNOVATION FUNDHDFC Mutual Fund₹3,054 cr+15.8%
Kotak Manufacture in India FundKotak Mahindra Mutual Fund₹3,027 cr+14.5%
Nippon India Innovation FundNippon India Mutual Fund₹3,019 cr+1.1%
SBI Quant FundSBI Mutual Fund₹2,910 cr−2.4%
SBI CONSUMPTION OPPORTUNITIES FUNDSBI Mutual Fund₹2,859 cr−10.7%
Tata India Consumer FundTata Mutual Fund₹2,819 cr+6.3%
BANDHAN INNOVATION FUNDBandhan Mutual Fund₹2,807 cr+17.3%
UTI - MNC FundUTI Mutual Fund₹2,745 cr−2.1%
HDFC Business Cycle FundHDFC Mutual Fund₹2,744 cr+4.4%
ICICI Prudential Equity Minimum Variance FundICICI Prudential Mutual Fund₹2,721 cr+1.8%
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUNDICICI Prudential Mutual Fund₹2,705 cr−1.1%
Axis Consumption FundAxis Mutual Fund₹2,653 cr−1.6%
Tata Business Cycle FundTata Mutual Fund₹2,604 cr−2.2%
SBI Quality FundSBI Mutual Fund₹2,556 cr—
DSP Natural Resources And New Energy FundDSP Mutual Fund₹2,512 cr+14.0%
Kotak Infrastructure and Economic Reform FundKotak Mahindra Mutual Fund₹2,444 cr+6.3%
Nippon India Consumption FundNippon India Mutual Fund₹2,440 cr−3.4%
HSBC Infrastructure FundHSBC Mutual Fund₹2,416 cr+5.5%
HDFC Infrastructure FundHDFC Mutual Fund₹2,359 cr−4.7%
Mirae Asset Banking and Financial Services FundMirae Asset Mutual Fund₹2,312 cr+3.9%
Kotak MNC FundKotak Mahindra Mutual Fund₹2,250 cr+13.4%
UTI - Infrastructure FundUTI Mutual Fund₹2,135 cr+0.4%
Axis Business Cycles FundAxis Mutual Fund₹2,127 cr+4.2%
ICICI Prudential Quality FundICICI Prudential Mutual Fund₹2,126 cr+5.6%
ICICI Prudential Active Momentum FundICICI Prudential Mutual Fund₹2,110 cr+2.7%
DSP Banking & Financial Services FundDSP Mutual Fund₹2,102 cr+8.4%
ICICI Prudential Rural Opportunities FundICICI Prudential Mutual Fund₹2,060 cr−4.3%
Tata Infrastructure FundTata Mutual Fund₹2,059 cr+4.3%
Aditya Birla Sun Life Quant FundAditya Birla Sun Life Mutual Fund₹2,000 cr+4.4%
HDFC Transportation and Logistics FundHDFC Mutual Fund₹1,997 cr+9.9%
Canara Robeco Consumption FundCanara Robeco Mutual Fund₹1,971 cr−0.0%
WhiteOak Capital Special Opportunities FundWhiteOak Capital Mutual Fund₹1,870 cr+13.1%
ICICI PRUDENTIAL PSU EQUITY FUNDICICI Prudential Mutual Fund₹1,855 cr+2.6%
Invesco India Financial Services FundInvesco Mutual Fund₹1,852 cr+7.2%
Aditya Birla Sun Life Business Cycle FundAditya Birla Sun Life Mutual Fund₹1,791 cr+6.4%
ICICI Prudential MNC FundICICI Prudential Mutual Fund₹1,783 cr+3.5%
HSBC Consumption FundHSBC Mutual Fund₹1,769 cr+3.7%
Kotak Consumption FundKotak Mahindra Mutual Fund₹1,733 cr−2.4%
Franklin India Technology FundFranklin Templeton Mutual Fund₹1,720 cr−4.7%
Canara Robeco Manufacturing FundCanara Robeco Mutual Fund₹1,715 cr+6.3%
Aditya Birla Sun Life Transportation and Logistics FundAditya Birla Sun Life Mutual Fund₹1,715 cr+17.8%
Sundaram Business Cycle FundSundaram Mutual Fund₹1,709 cr−1.7%
Sundaram Financial Services Opportunities FundSundaram Mutual Fund₹1,691 cr+3.1%
quant Quantamental Fundquant Mutual Fund₹1,635 cr+10.8%
Kotak Special Opportunities FundKotak Mahindra Mutual Fund₹1,635 cr+11.5%
Aditya Birla Sun Life Conglomerate FundAditya Birla Sun Life Mutual Fund₹1,619 cr+0.4%
Kotak Active Momentum FundKotak Mahindra Mutual Fund₹1,609 cr+6.6%
ICICI Prudential FMCG FundICICI Prudential Mutual Fund₹1,594 cr−16.4%
Invesco India Infrastructure FundInvesco Mutual Fund₹1,539 cr+3.0%
Kotak Banking and Financial Services FundKotak Mahindra Mutual Fund₹1,537 cr+5.7%
Tata India Pharma & Healthcare FundTata Mutual Fund₹1,534 cr+8.4%
Motilal Oswal Business Cycle FundMotilal Oswal Mutual Fund₹1,525 cr−3.1%
Axis Services Opportunities FundAxis Mutual Fund₹1,522 cr−1.0%
UTI Quant FundUTI Mutual Fund₹1,495 cr−0.4%
ICICI Prudential Exports & Services FundICICI Prudential Mutual Fund₹1,484 cr+3.4%
Sundaram Consumption Fund (Formerly Known as Sundaram Rural and Consumption Fund)Sundaram Mutual Fund₹1,482 cr−3.8%
BANDHAN Infrastructure FundBandhan Mutual Fund₹1,474 cr−2.0%
Invesco India PSU Equity FundInvesco Mutual Fund₹1,446 cr−4.1%
HDFC Technology FundHDFC Mutual Fund₹1,442 cr−5.8%
Baroda BNP Paribas India Consumption FundBaroda BNP Paribas Mutual Fund₹1,434 cr−1.0%
UTI - Banking and Financial Services FundUTI Mutual Fund₹1,431 cr+5.2%
DSP Business Cycle FundDSP Mutual Fund₹1,423 cr+5.3%
Tata Resources & Energy FundTata Mutual Fund₹1,417 cr+4.7%
UTI - Healthcare FundUTI Mutual Fund₹1,399 cr+18.8%
quant Momentum Fundquant Mutual Fund₹1,348 cr+9.8%
Tata India Innovation FundTata Mutual Fund₹1,348 cr+5.3%
ICICI Prudential ESG Exclusionary Strategy FundICICI Prudential Mutual Fund₹1,344 cr−4.5%
Aditya Birla Sun Life Manufacturing Equity FundAditya Birla Sun Life Mutual Fund₹1,335 cr+16.4%
Invesco India Business Cycle FundInvesco Mutual Fund₹1,330 cr+17.7%
Axis Innovation FundAxis Mutual Fund₹1,307 cr+15.0%
Union Innovation & Opportunities FundUnion Mutual Fund₹1,296 cr+12.1%
Aditya Birla Sun Life Special Opportunities FundAditya Birla Sun Life Mutual Fund₹1,273 cr+12.0%
HSBC India Export Opportunities FundHSBC Mutual Fund₹1,269 cr+20.3%
Aditya Birla Sun Life Infrastructure FundAditya Birla Sun Life Mutual Fund₹1,237 cr+13.1%
SBI COMMA FUNDSBI Mutual Fund₹1,202 cr+7.4%
HSBC Business Cycles FundHSBC Mutual Fund₹1,200 cr+2.8%
HDFC Housing Opportunities FundHDFC Mutual Fund₹1,166 cr−4.8%
LIC MF Infrastructure FundLIC Mutual Fund₹1,158 cr+7.6%
Motilal Oswal Consumption FundMotilal Oswal Mutual Fund₹1,146 cr+16.3%
Bandhan Business Cycle FundBandhan Mutual Fund₹1,128 cr−1.2%
BANDHAN FINANCIAL SERVICES FUNDBandhan Mutual Fund₹1,109 cr+2.4%
Aditya Birla Sun Life Pharma and Healthcare FundAditya Birla Sun Life Mutual Fund₹1,076 cr+19.0%
Motilal Oswal Active Momentum FundMotilal Oswal Mutual Fund₹1,066 cr+17.2%
Axis ESG Integration Strategy FundAxis Mutual Fund₹1,063 cr−3.1%
HDFC Consumption FundHDFC Mutual Fund₹1,013 cr−2.9%
quant Business Cycle Fundquant Mutual Fund₹985 cr+7.2%
Canara Robeco Infrastructure FundCanara Robeco Mutual Fund₹981 cr−0.8%
Franklin Asian Equity FundFranklin Templeton Mutual Fund₹979 cr+18.1%
Sundaram Infrastructure Advantage Fund (Erstwhile Sundaram Capex Opportunities)Sundaram Mutual Fund₹972 cr+1.8%
HSBC Financial Services fundHSBC Mutual Fund₹941 cr+8.2%
Motilal Oswal Digital India FundMotilal Oswal Mutual Fund₹937 cr+3.9%
BANK OF INDIA MANUFACTURING & INFRASTRUCTURE FUNDBank of India Mutual Fund₹922 cr+16.1%
Axis Momentum FundAxis Mutual Fund₹922 cr−3.8%
quant BFSI Fundquant Mutual Fund₹903 cr+10.3%
Baroda BNP Paribas Innovation FundBaroda BNP Paribas Mutual Fund₹898 cr+10.5%
Sundaram Multi-Factor FundSundaram Mutual Fund₹874 cr−2.8%
WhiteOak Capital Pharma and Healthcare FundWhiteOak Capital Mutual Fund₹858 cr+22.9%
360 ONE QUANT FUND360 ONE Mutual Fund₹842 cr−2.7%
Baroda BNP Paribas Manufacturing FundBaroda BNP Paribas Mutual Fund₹837 cr+8.3%
Axis Quant FundAxis Mutual Fund₹829 cr+2.0%
ICICI Prudential Conglomerate FundICICI Prudential Mutual Fund₹811 cr+3.7%
UTI Innovation FundUTI Mutual Fund₹807 cr−4.5%
LIC MF Manufacturing FundLIC Mutual Fund₹780 cr+11.3%
Kotak Rural Opportunities FundKotak Mahindra Mutual Fund₹773 cr—
DSP Quant FundDSP Mutual Fund₹760 cr−1.9%
Motilal Oswal Innovation Opportunities FundMotilal Oswal Mutual Fund₹755 cr+9.3%
Kotak Services FundKotak Mahindra Mutual Fund₹750 cr—
Kotak Healthcare FundKotak Mahindra Mutual Fund₹743 cr+28.3%
BANDHAN TRANSPORTATION AND LOGISTICS FUNDBandhan Mutual Fund₹742 cr+6.8%
quant Manufacturing Fundquant Mutual Fund₹739 cr+11.2%
Kotak ESG Exclusionary Strategy FundKotak Mahindra Mutual Fund₹739 cr+0.1%
Invesco India Manufacturing FundInvesco Mutual Fund₹729 cr+17.9%
Samco Active Momentum FundSamco Mutual Fund₹728 cr+13.8%
UTI - India Consumer FundUTI Mutual Fund₹720 cr−1.6%
Motilal Oswal Manufacturing FundMotilal Oswal Mutual Fund₹684 cr+1.7%
Bandhan Multi-Factor FundBandhan Mutual Fund₹656 cr−5.4%
WhiteOak Capital Banking & Financial Services FundWhiteOak Capital Mutual Fund₹651 cr+3.7%
Baroda BNP Paribas Business Conglomerates FundBaroda BNP Paribas Mutual Fund₹646 cr+1.6%
Canara Robeco Banking and Financial Services FundCanara Robeco Mutual Fund₹636 cr—
Baroda BNP Paribas Energy Opportunities FundBaroda BNP Paribas Mutual Fund₹634 cr−1.4%
WhiteOak Capital Quality Equity FundWhiteOak Capital Mutual Fund₹613 cr−0.3%
Baroda BNP Paribas ESG Best-in-Class Strategy FundBaroda BNP Paribas Mutual Fund₹612 cr—
Bajaj Finserv Consumption FundBajaj Finserv Mutual Fund₹608 cr−3.3%
Franklin India Multi-Factor FundFranklin Templeton Mutual Fund₹603 cr—
Invesco India Consumption FundInvesco Mutual Fund₹591 cr+14.3%
Aditya Birla Sun Life ESG Integration Strategy FundAditya Birla Sun Life Mutual Fund₹572 cr+2.6%
Baroda BNP Paribas Business Cycle FundBaroda BNP Paribas Mutual Fund₹561 cr+5.8%
HDFC MNC FundHDFC Mutual Fund₹552 cr+2.9%
Kotak Technology FundKotak Mahindra Mutual Fund₹536 cr−1.3%
Nippon India Active Momentum FundNippon India Mutual Fund₹536 cr+9.8%
Kotak Transportation & Logistics FundKotak Mahindra Mutual Fund₹533 cr+8.5%
Union Active Momentum FundUnion Mutual Fund₹518 cr+14.8%
Union Business Cycle FundUnion Mutual Fund₹511 cr+5.3%
Baroda BNP Paribas Health and Wellness FundBaroda BNP Paribas Mutual Fund₹511 cr+14.1%
WhiteOak Capital Digital Bharat FundWhiteOak Capital Mutual Fund₹499 cr+0.6%
Bajaj Finserv Banking and Financial Services FundBajaj Finserv Mutual Fund₹492 cr—
Kotak Quant FundKotak Mahindra Mutual Fund₹486 cr−4.7%
TATA HOUSING OPPORTUNITIES FUNDTata Mutual Fund₹480 cr+0.9%
Mirae Asset Infrastructure FundMirae Asset Mutual Fund₹477 cr—
Baroda BNP Paribas Banking and Financial Services FundBaroda BNP Paribas Mutual Fund₹464 cr+3.2%
LIC MF Consumption FundLIC Mutual Fund₹463 cr—
Bank of India Business Cycle FundBank of India Mutual Fund₹458 cr+4.2%
quant PSU Fundquant Mutual Fund₹440 cr−1.6%
Taurus Ethical FundTaurus Mutual Fund₹432 cr−0.2%
Nippon India MNC FundNippon India Mutual Fund₹431 cr−4.3%
quant Healthcare Fundquant Mutual Fund₹412 cr+21.2%
Baroda BNP Paribas Services FundBaroda BNP Paribas Mutual Fund₹391 cr—
Bajaj Finserv Healthcare FundBajaj Finserv Mutual Fund₹389 cr+22.1%
Invesco India ESG Integration Strategy FundInvesco Mutual Fund₹387 cr+2.4%
Bank of India Consumption FundBank of India Mutual Fund₹368 cr+0.9%
quant Commodities Fundquant Mutual Fund₹356 cr+7.6%
Union Consumption FundUnion Mutual Fund₹331 cr—
Invesco India Technology FundInvesco Mutual Fund₹329 cr+6.3%
quant ESG Integration Strategy Fundquant Mutual Fund₹328 cr+21.2%
Bandhan Healthcare FundBandhan Mutual Fund₹325 cr—
Kotak Energy Opportunities FundKotak Mahindra Mutual Fund₹273 cr+1.5%
Bank of India Banking & Financial Services FundBank of India Mutual Fund₹271 cr—
LIC MF Banking and Financial Services FundLIC Mutual Fund₹271 cr−1.4%
quant Teck Fundquant Mutual Fund₹263 cr−4.7%
Samco Flexi Cap FundSamco Mutual Fund₹262 cr−6.9%
Motilal Oswal Quant FundMotilal Oswal Mutual Fund₹249 cr+1.1%
NJ Momentum FundNJ Mutual Fund₹230 cr—
SBI Equity Minimum Variance FundSBI Mutual Fund₹209 cr−1.3%
Motilal Oswal Financial Services FundMotilal Oswal Mutual Fund₹207 cr—
Helios Financial Services FundHelios Mutual Fund₹205 cr+1.4%
quant Consumption Fundquant Mutual Fund₹192 cr+4.2%
JioBlackRock Sector Rotation FundJio BlackRock Mutual Fund₹164 cr—
ICICI Prudential QUANT FUNDICICI Prudential Mutual Fund₹163 cr+2.6%
Shriram Multi Sector Rotation FundShriram Mutual Fund₹163 cr+3.2%
Motilal Oswal Infrastructure FundMotilal Oswal Mutual Fund₹149 cr+4.9%
WhiteOak Capital Consumption Opportunities FundWhiteOak Capital Mutual Fund₹133 cr—
Motilal Oswal Services FundMotilal Oswal Mutual Fund₹129 cr+11.6%
Samco Special Opportunities FundSamco Mutual Fund₹125 cr−0.6%
PGIM India Healthcare FundPGIM India Mutual Fund₹118 cr+22.1%
Nippon India Quant FundNippon India Mutual Fund₹115 cr+2.0%
Invesco India Pharma and Healthcare FundInvesco Mutual Fund₹111 cr—
LIC MF Healthcare FundLIC Mutual Fund₹99.4 cr+14.3%
LIC MF Technology FundLIC Mutual Fund₹92.6 cr—
Motilal Oswal Special Opportunities FundMotilal Oswal Mutual Fund₹90.1 cr+17.5%
Groww Banking & Financial Services FundGroww Mutual Fund₹88.9 cr+7.6%
WhiteOak Capital ESG Best-In-Class Strategy FundWhiteOak Capital Mutual Fund₹51.7 cr−1.1%
THE WEALTH COMPANY ETHICAL FUNDThe Wealth Company Mutual Fund₹40.1 cr−4.6%
Taurus Banking & Financial Services FundTaurus Mutual Fund₹11.1 cr−0.8%
Taurus Infrastructure FundTaurus Mutual Fund₹8.7 cr−11.3%
Motilal Oswal Quality FundMotilal Oswal Mutual Fund₹4.7 cr—

AUM = AMFI's latest average AUM for the scheme; 1-year return = change in NAV over the year, as on each scheme page. Filter and compare every scheme

Questions about sectoral or thematic funds

from the figures on this page

Which stocks do sectoral or thematic funds hold the most?

In Sep 2026, 98 of the 234 sectoral or thematic funds with a portfolio held Bharti Airtel Ltd.. The five held by the most schemes: Bharti Airtel Ltd. (BHARTIARTL), ICICI Bank Ltd. (ICICIBANK), Eternal Ltd. (ETERNAL), HDFC Bank Ltd. (HDFCBANK), Reliance Industries Ltd. (RELIANCE). Funds holding BHARTIARTL

What did sectoral or thematic funds buy and sell in Sep 2026?

Most bought by value of shares added: Bharti Airtel Ltd. (BHARTIARTL), Reliance Industries Ltd. (RELIANCE), Gland Pharma Ltd. (GLAND). Most sold: State Bank of India (SBIN), Larsen & Toubro Ltd. (LT), Kotak Mahindra Bank Ltd. (KOTAKBANK). All stocks bought and sold by mutual funds, Sep 2026

How many sectoral or thematic funds are there?

AMFI lists 255 open-ended sectoral or thematic funds; 234 from 35 fund houses filed an equity portfolio for Sep 2026. Filter every scheme

Other fund categories

Aggressive hybrid Arbitrage Balanced advantage or dynamic asset allocation Balanced hybrid Children's Conservative hybrid Contra Dividend yield ELSS (tax saver) Equity savings Flexi cap Focused Large & mid cap Large cap Life cycle Mid cap Multi asset allocation Multi cap Retirement Small cap Value