Sector and thematic funds: Stay invested if you can assess prospects
Last Update Date: 06-10-2026
Published by Business Standard
Abhishek Kumar's role: Quoted
Abhishek Kumar explained that infrastructure companies rely on low-cost foreign capital and are now hurt by rising rates abroad, and said PSU stocks are under pressure because earnings have not kept up with expectations.
More of Abhishek's views on mutual funds
Business Standard looks at the sharp fall in sector and thematic mutual funds, such as PSU, infrastructure and consumption funds, after a strong year. It explains what drove the correction and who should stay invested, suggesting these funds suit investors who can judge a theme's prospects and should form only a small satellite part of a portfolio.
Publisher source
Sector and thematic funds: Stay invested if you can assess prospects