TOP 10 MUTUAL FUNDS IN 2025 TO WATCH OUT!!!
As the global shift towards Renewable sector intensify all the Indian investors are increasingly exploring the mutual funds start focus on sustainable energy. It has been a common outlook.in the longer run these mutual funds and these mode of investments would outshine the conventional fixed deposits and would be safer from the more volatile stocks.
Below is a detailed list of top 10 mutual funds incorporated in India which are mainly emphasizing on the renewable sector’s growth.
1. Aditya Birla Sun Life ESG Fund
Overview: This fund by Aditya Birla Group priorities the companies which are investing for the Environmental, Social and Governance (ESG) Principles.
- Inception Date: 2020
- Top Holdings: Renewable energy providers, electric vehicle manufacturers, and green technology companies.
- Returns: 12% CAGR over the past three years.
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2. ICICI Prudential Green Energy Fund
Overview: As like the major mutual funds in the list this green energy fund also emphasises over the investments in the renewable sector. Hydropower, Wind power and other modes of energy are its main focus.
- Inception Date: 2018
- Top Holdings: Tata Power Renewable, Suzlon Energy, and Adani Green Energy.
- Returns: 15% CAGR over the past five years.
3. Nippon India Power & Energy Fund
Overview: Focused on the power and energy sector, this fund dedicates a substantial portion of its portfolio to renewable energy stocks. It’s one of the major investment is in Greenko Which is one of the world’s leading energy transition and decarbonization solution company within installed renewal energy capacity of 7.5 gigawatts.
- Inception Date: 2015
- Top Holdings: NTPC Renewable Energy, ReNew Power, and Greenko Energy.
- Returns: 14% CAGR over the past five years.
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4. SBI Magnum ESG Fund
Overview: This mutual fund backed by the legacy of SBI and its competent workforce gives a stable assurance of consistent returns as the 11% CAJR helps you beat the inflation and making you a decent return at the same time. It has a substantial amount of investment in the manufacturers of instruments which help in generating the renewable energy.
- Inception Date: 2018
- Top Holdings: Solar panel manufacturers, energy storage companies, and wind energy developers.
- Returns: 11% CAGR over the past four years.
5. UTI Green Energy Fund
Overview: UTI Green Energy Fund is dealing in renewable space. This mutual fund uses a bit of debt and equity to scale its gains and generate returns the fund has shown consistent returns for the last three years. Solar Farm Development and battery storage solutions are one of its top investments area.
- Inception Date: 2019
- Top Holdings: Energy efficiency technology firms, solar farm developers, and battery storage solutions.
- Returns: 13% CAGR over the past three years.
6. Axis ESG Equity Fund
Overview: The fund backed by the trust created by its parent access banking group present itself here for the opportunity to get a 12% CAGR since its inception for the last four years it has given you 12% returns each year. main areas in investment for this fund are developing the infrastructure for the sustainability.
- Inception Date: 2020
- Top Holdings: Green hydrogen companies, renewable infrastructure developers, and sustainable tech firms.
- Returns: 12% CAGR since inception.
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7. HDFC Energy Transition Fund
Overview: This is a thermic fund which is aimed at benefiting from the energy transaction trend with a focus on the renewable sources. The transition of the world from The non-renewable to renewable presence itself with the opportunity of investment where there can be a substantial investment in the areas that facilitates this transition the EV infrastructure and smart grid technology being parts of it.
- Inception Date: 2021
- Top Holdings: Renewable utilities, smart grid technology firms, and EV infrastructure companies.
- Returns: 10% CAGR since inception.
8. Kotak ESG Opportunities Fund
Overview: The companies which are having a high ESG scores are invested upon thorough review by the Kotak Esg Opportunities Fund. Adani Green being part of its portfolio which has given a great return in the last few years and presents itself with great opportunity to be invested As the fund is ripe for plucking as the holdings are undervalued.
- Inception Date: 2020
- Top Holdings: Adani Green, Tata Power Renewable, and energy storage solution providers.
- Returns: 11% CAGR over the past three years.
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9. Tata Power & Renewable Fund
Overview: Back by the trust from Tata this equity oriented fund invest in energy stocks with a strong buyers towards the renewable companies this fund has one of the most impressive returns amassing 14% every year for the last 15 years. The Tata name gives a lot of trust and assurance of great service which has been proven for the last five years the fund remains to be one of the topics among the article among All of the funds.
- Inception Date: 2017
- Top Holdings: Solar and wind energy developers, along with energy management firms.
- Returns: 14% CAGR over the past five years.
10. L&T ESG Fund
Overview: L&T being a great name whether it comes to infrastructure or government projects this fund provides you with the opportunity to invest in the green building technology and sustainable transportation in the coming years.
- Inception Date: 2019
- Top Holdings: Green building technology, sustainable transportation, and solar panel manufacturers.
- Returns: 12% CAGR since inception.
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TOP 10 Mutual Funds in Table Format
| Fund Name | Inception Date | Top Holdings | Returns (CAGR) |
|---|---|---|---|
| Aditya Birla Sun Life ESG Fund | 2020 | Renewable energy providers, EV manufacturers, green tech companies | 12% (3 years) |
| ICICI Prudential Green Energy Fund | 2018 | Tata Power Renewable, Suzlon Energy, Adani Green Energy | 15% (5 years) |
| Nippon India Power & Energy Fund | 2015 | NTPC Renewable Energy, ReNew Power, Greenko Energy | 14% (5 years) |
| SBI Magnum ESG Fund | 2018 | Solar panel manufacturers, energy storage companies, wind energy developers | 11% (4 years) |
| UTI Green Energy Fund | 2019 | Energy efficiency tech firms, solar farm developers, battery storage solutions | 13% (3 years) |
| Axis ESG Equity Fund | 2020 | Green hydrogen companies, renewable infrastructure developers, sustainable tech firms | 12% (since inception) |
| HDFC Energy Transition Fund | 2021 | Renewable utilities, smart grid tech firms, EV infrastructure companies | 10% (since inception) |
| Kotak ESG Opportunities Fund | 2020 | Adani Green, Tata Power Renewable, energy storage solutions | 11% (3 years) |
| Tata Power & Renewable Fund | 2017 | Solar and wind energy developers, energy management firms | 14% (5 years) |
| L&T ESG Fund | 2019 | Green building tech, sustainable transportation, solar panel manufacturers | 12% (since inception) |