Journal

JJEM: Special Edition 1 (December 2023)

Published On:

2023-12-08

Topic

Performance Evaluation of ESG Mutual Funds in the Indian Financial Landscape

Authors

Ms. Jyothi G.H. and Dr. Veershetty G. Rathod

Abstract

Mutual funds have been steadily gaining widespread acceptance on a global scale, with the consistent growth in trade volumes serving as a clear testament to their popularity. Nevertheless, they are accompanied by a significant level of risk, characterized by heightened price volatility and a lack of robust regulatory measures. With the growing emphasis on sustainable investing worldwide, the Indian financial market has been witnessing a burgeoning interest in investment vehicles focused on environmental, social, and governance (ESG) principles. Despite this, ESG mutual funds have not fully harnessed their potential to contribute to the further evolution of financial markets due to several challenges. Among these challenges, one prevailing issue is ethical investment practices. In this context, this paper endeavors to analyze the trends, performance, and the key factors that influence the adoption of ESG-focused mutual funds within the Indian market.

Keywords

ESG, AMCS, CAGR, SD, Alpha, Beta