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Energy Thematic Funds
- Average Return 18.72%
- No. of Funds 2
What is Energy Mutual Fund
Energy funds are thematic equity funds that invest in stocks of energy sector companies. These companies are generally involved in renewable energy, conventional energy (like coal, thermal power, oil & gas exploration, distribution, refining), energy infrastructure development, innovation, etc.
Advantages of Energy 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
Top schemes of Energy Mutual Funds sorted by Returns
2 funds
ShowReturns for
via
#NA of NA
ETM Rank: App exclusive 
Fund Size
₹1,292 Cr
Return (p.a)
+ 42.31%+ 2.85% + 12.97%+ 1.93% + 27.24%+ 6.95% + 7.81%+ 4.13% + 16.17%+ 27.25% + 18.0%+ 57.05%
ETM Rank
#NA of NA
App exclusive
#NA of NA
ETM Rank: App exclusive
Fund Size
₹1,118 Cr
Return (p.a)
-6.61% -0.59% + 0.34%+ 0.14% + 21.34%+ 5.71% + 9.24%+ 4.86% + 16.09%+ 27.12% + 16.52%+ 51.34%
ETM Rank
#NA of NA
App exclusive
Returns Calculator
See what your investment would have yielded in
Invested ₹ 6 Lakh
Profit ₹ 3.33 Lakh
₹ 9.33 Lakh
This fund has generated an XIRR of 18.0% over the past 5 Years
SIP Calculator
Mutual Fund Calculator
Lumpsum CalculatorHow to invest in Energy Funds?
Investing in Energy mutual funds on the ET Money app is simple. Follow these steps:
For Desktop Users:
- Click on the "Invest" button next to the scheme in the Energy fund list shown above.
- Scan the QR code to download the app.
For Mobile Users:
- Tap on the "Invest" button in the Energy fund list to download the app.
- Open the app, sign up, and complete your one-time KYC process, or log in if you're already registered.
- Search for the mutual fund you want to invest in and choose your investment mode (Lump sum investment or SIP).
- Enter your investment amount.
- Fill in the required details, including your bank account for payment, and confirm.
All set! Your investment is complete.
Frequently Asked Questions
How long should I stay invested in Energy Mutual Funds?
Since Thematic-Energy Mutual Funds are equity funds i.e. they invest in stocks of companies, you need to stay invested for at least 5 years.
Where do Energy Mutual Funds invest?
Thematic Funds have to invest 80% of their assets in stocks tied to a particular theme. For instance, a Thematic Infrastructure Fund will invest in stocks related to the theme of infrastructure. This means they invest in companies connected to the development of infrastructure of our country like those operating in steel, cement, construction sectors.
Are Energy Mutual Funds high risk?
Thematic-Energy Mutual Funds invest in equities, so in a short term, they can be volatile. However, over a long-term, the risk comes down substantially.
What kind of returns can I earn from Energy ?
Energy Funds have on an average delivered 23.72% p.a. returns in the last 5 years. Their 3 and 10 year annualized returns are 18.72% and 18.5% p.a.
Should I invest in Energy Mutual Funds?
Thematic Funds are some of the riskiest Mutual Funds. Although they are more diversified than Sectoral Funds, they still carry high risk. That's because their success depends on the theme playing out as expected. If it doesn't, then none of the stocks will perform, resulting in massive underperformance. These funds are suitable only for experienced investors, and even then, not more than 10% of the portfolio should be in these funds.
