Emerging Trends in Mutual Funds: A Comparative Analysis of REITs, ESG Funds, Green Energy Funds, and Traditional Mutual Funds in India
Dr. Razia Nagina
Associate Professor at Lovely Professional University, Phagwara, Punjab, India
Anamika Prakash (12101410)
MBA Students at Lovely Professional University, Phagwara, Punjab, India
Aditya Singh (12109699)
MBA Students at Lovely Professional University, Phagwara, Punjab, India
Aawhaan giri (12106389)
MBA Students at Lovely Professional University, Phagwara, Punjab, India
Jatin Yadav (1 2111098)
MBA Students at Lovely Professional University, Phagwara, Punjab, India
Mrigangni Arya (12114838)
MBA Students at Lovely Professional University, Phagwara, Punjab, India
Abstract—This research investigates the emerging trends in mutual funds, specifically comparing Real Estate Investment Trusts (REITs), Environmental, Social, and Governance (ESG) funds, Green Energy funds, and traditional mutual funds in India. The study aims to analyze the risk-return dynamics, financial performance, and investor preferences related to these funds. Secondary data from reliable financial sources, including mutual fund reports and market indices, was analyzed using statistical methods such as performance ratios, volatility assessments, and trend analysis. Findings reveal that ESG and Green Energy funds show significant growth potential due to increasing investor interest in sustainable and socially responsible investing, despite exhibiting higher volatility and lower short-term performance compared to traditional mutual funds. The research also highlights the critical role of regulatory measures and investor behavior in shaping the future of ESG and Green Energy investments in India. The study concludes that while traditional mutual funds continue to provide stable returns with lower risk, ESG and Green Energy funds are likely to outperform in the long term as sustainability becomes a more central investment criterion.
Keywords—Mutual funds, REITs, ESG funds, Green Energy funds, Traditional mutual funds, Risk-return dynamics, Financial performance, India.
