INCOME TAX20 Sept 2026
Thematic mutual funds: Top and bottom 5 categories in 2026 so far; only 2 remain positive in 1 month | Mint
Thematic mutual fund returns split sharply in 2026. Defence funds gained 25.8%, healthcare 17.2% and initial public offering (IPO) funds 15%, while railways fell 22.4% and technology 16.5%. The gap between best and worst reached 48.2 percentage points. If you hold these funds, your returns now depend heavily on the theme you picked. Check your allocation and avoid chasing last year's winners.
Key Statutory Highlights
- Defence funds gave the best median return of 25.8% in 2026 so far, followed by healthcare at 17.2% and initial public offering (IPO) funds at 15%.
- Railways fell the most, down 22.4%, and technology dropped 16.5%, leaving a 48.2 percentage point gap between the top and weakest categories.
- In the most recent one month, only a narrow set of thematic categories stayed in positive territory.
Actionable Advice for Taxpayers / Founders:Review how much of your portfolio sits in one theme and check whether it still matches your goals. These are past category returns and do not guarantee future gains, so spread your money across themes rather than chasing the current top performer.
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.
TaxQue News Desk
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