Sectoral — Energy Mutual Funds
At least 80% in one sector.
A bet on one industry. Sector funds do not diversify — when the sector is out of favour there is nowhere in the portfolio to hide, and the sector's cycle can be longer than most investors' patience.
Who it suits. Investors with a specific view on the sector, sizing it as a small satellite holding. Hold for Through a full sector cycle, often 7 years or more.
Direct plans in this category
No Direct plans in this category yet — the daily refresh may still be filling it.
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Questions people ask
What is a Sectoral — Energy fund?
At least 80% in one sector. A bet on one industry. Sector funds do not diversify — when the sector is out of favour there is nowhere in the portfolio to hide, and the sector's cycle can be longer than most investors' patience.
Who should invest in Sectoral — Energy funds?
Investors with a specific view on the sector, sizing it as a small satellite holding. A sensible holding period is Through a full sector cycle, often 7 years or more.
How is this list ordered?
By five-year CAGR computed from AMFI's published NAV history, within one plan type. It is a sort, not a verdict — a fund near the top is there because its style suited the last five years, which is not a promise about the next five.
Should I choose the Direct or Regular plan?
A Direct plan holds exactly the same portfolio without the distributor commission, so its expense ratio is lower — commonly 0.5% to 1.2% a year — and it compounds ahead of the Regular plan for ever. Choose Regular only if you want an intermediary's advice and are content to pay for it annually.