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11h agoSectoral thematic equity schemes outperform broader basket in October

Sectoral and thematic equity mutual funds delivered up to nine percent returns in October with Motilal Oswal Nasdaq One Hundred FOF posting nine point zero two percent returns as top performer. Category analysts said performance tailwinds were driven by concentrated thematic index replication advantage during global tech upside, with tactical overweight positions in semis, hyperscalers and AI adjacency benefiting most. Fund-of-funds strategies continue gaining wallet share among younger SIP cohorts seeking offshore tech exposure without direct US stock selection overhead. For allocators, this shows India retail is increasingly adopting advanced thematic payoff architectures.
positive
11h agoSectoral thematic equity schemes outperform broader basket in October

Sectoral and thematic equity mutual funds delivered up to nine percent returns in October with Motilal Oswal Nasdaq One Hundred FOF posting nine point zero two percent returns as top performer. Category analysts said performance tailwinds were driven by concentrated thematic index replication advantage during global tech upside, with tactical overweight positions in semis, hyperscalers and AI adjacency benefiting most. Fund-of-funds strategies continue gaining wallet share among younger SIP cohorts seeking offshore tech exposure without direct US stock selection overhead. For allocators, this shows India retail is increasingly adopting advanced thematic payoff architectures.
positive
Sectoral thematic equity schemes outperform broader basket in October
about 12 hours ago
1 min read
94 words

This outperformance illustrates retail migration toward thematic offshore exposure structures, signalling evolution in retail sophistication inside mutual fund allocation behaviour.
Sectoral and thematic equity mutual funds delivered up to nine percent returns in October with Motilal Oswal Nasdaq One Hundred FOF posting nine point zero two percent returns as top performer. Category analysts said performance tailwinds were driven by concentrated thematic index replication advantage during global tech upside, with tactical overweight positions in semis, hyperscalers and AI adjacency benefiting most. Fund-of-funds strategies continue gaining wallet share among younger SIP cohorts seeking offshore tech exposure without direct US stock selection overhead. For allocators, this shows India retail is increasingly adopting advanced thematic payoff architectures.

Sectoral and thematic equity mutual funds delivered up to nine percent returns in October with Motilal Oswal Nasdaq One Hundred FOF posting nine point zero two percent returns as top performer. Category analysts said performance tailwinds were driven by concentrated thematic index replication advantage during global tech upside, with tactical overweight positions in semis, hyperscalers and AI adjacency benefiting most. Fund-of-funds strategies continue gaining wallet share among younger SIP cohorts seeking offshore tech exposure without direct US stock selection overhead. For allocators, this shows India retail is increasingly adopting advanced thematic payoff architectures.
Companies:
Motilal Oswal
Tags:
thematic funds
Nasdaq 100
thematic funds
Nasdaq 100
MF India
Nov 1, 2025 • 12:40 IST







































