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Manufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk? | Mint
INCOME TAX
27 Sept 2026

Manufacturing mutual funds: Top scheme delivered over 23% in 1 year—did this stellar return come with higher risk? | Mint

Manufacturing theme mutual funds beat their benchmark over the past year, with the top scheme returning 23.61% against the Nifty India Manufacturing TRI's 6.97%. SEBI rules require these funds to hold at least 80% in theme stocks. But the category's average standard deviation is 18.15%, above the index's 15%. So returns swung more. Check your risk comfort before investing more.

Key Statutory Highlights

  • ABSL Manufacturing Equity Fund gave the highest one-year return of 23.61%, followed by Kotak Manufacture in India Fund at 18%.
  • All five manufacturing thematic funds beat the Nifty India Manufacturing TRI, which returned 6.97% over the same year.
  • The manufacturing fund category's average standard deviation was 18.15%, higher than the index's roughly 15%, meaning wider return swings.
Actionable Advice for Taxpayers / Founders:If you already hold or plan to buy a manufacturing thematic fund, look at its standard deviation alongside returns, and invest only if you can handle the ups and downs of a concentrated theme.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
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