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The impact of expenses on the return of ESG and traditional mutual funds in India

Bhakti Agarwal & Shailesh Rastogi

International Journal of Sustainable Economy2025https://doi.org/10.1504/ijse.2025.147202article
ABDC C
Weight
0.41

What the paper says

This research endeavours to explore the relationship between the net asset value (NAV) and the total expenses ratio (TER) of both traditional and environmental, social, and governance mutual fund schemes in the Indian context. The study utilises a dataset spanning three years, encompassing nine traditional and nine ESG mutual fund schemes. The empirical analysis is conducted using panel data econometrics. The finding of this investigation reveals that the TER significantly and negatively impacts the NAV of both traditional and ESG funds. Additionally, this research highlights that traditional funds carry higher risk profiles in comparison to ESG funds, as evidenced by the greater variability in TER among traditional funds as opposed to ESG funds. This research has significant implications for fund managers and investors. The comparative analysis of traditional and ESG mutual fund schemes is an underexplored area of research, underscoring the uniqueness and novel contribution of the present study.

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https://doi.org/https://doi.org/10.1504/ijse.2025.147202

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@article{bhakti2025,
  title        = {{The impact of expenses on the return of ESG and traditional mutual funds in India}},
  author       = {Bhakti Agarwal & Shailesh Rastogi},
  journal      = {International Journal of Sustainable Economy},
  year         = {2025},
  doi          = {https://doi.org/https://doi.org/10.1504/ijse.2025.147202},
}

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The impact of expenses on the return of ESG and traditional mutual funds in India

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Evidence weight

0.41

Balanced mode · F 0.40 / M 0.15 / V 0.05 / R 0.40

F · citation impact0.25 × 0.4 = 0.10
M · momentum0.55 × 0.15 = 0.08
V · venue signal0.50 × 0.05 = 0.03
R · text relevance †0.50 × 0.4 = 0.20

† Text relevance is estimated at 0.50 on the detail page — for your query’s actual relevance score, open this paper from a search result.