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International Journal of
Finance and Commerce
ARCHIVES
VOL. 7, ISSUE 1 (2025)
Performance analysis of exchange traded funds and open-ended mutual funds
Authors
Rahul Sonwani, Dr. V Annapurna
Abstract

The study evaluates the performance of Exchange Traded Funds (ETFs) and Open-Ended Mutual Funds using various financial metrics such as Sharpe Ratio, Treynor Ratio, Jensen's Alpha, Beta, and Standard Deviation over a period of five years. The research aims to compare ETFs and mutual funds in terms of returns, risk, and investment patterns, providing insights into their relative advantages and disadvantages.

Findings suggest that ETFs tend to be lower-cost and follow the market more closely, making them a less risky investment. On the other hand, mutual funds, though often more volatile, offer potential for higher returns if managed effectively. The study concludes that both investment options have their strengths, and investors should choose based on risk tolerance and financial goals.
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Pages:24-26
How to cite this article:
Rahul Sonwani, Dr. V Annapurna "Performance analysis of exchange traded funds and open-ended mutual funds". International Journal of Finance and Commerce, Vol 7, Issue 1, 2025, Pages 24-26
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