Thematic Mutual Funds: Performance and Benchmark Analysis Leveraging AI in Futuristic New-Age Investment Themes
subject: AI-driven analytics; Assets under Management (AUM); Banking and Financial Services; ESG (Environmental, Social, Governance); Infrastructure funds; Pharma & Healthcare; Technology funds; Thematic mutual funds
description: Young investors love thematic mutual funds. By 2022, AUM will reach 1.73 lakh crore. These funds have a great possibility of long-term growth since they are timing the market and investing wisely. This research uses AI-driven analytics to examine a select thematic mutual fund that has done well despite risk, diversity, and market volatility concerns. Five actively managed themes were chosen from various fund firms. Infrastructure, ESG, Technology, Banking and Financial Services, and Pharma & Healthcare. We evaluated the best strategies in each topic using qualitative and AI-enhanced quantitative success metrics, including Alpha, Beta, Standard Deviation, Rolling Return, and Sharpe Ratio. We compared themes to key metrics to evaluate their performance over five years (2018-2022). Themed mutual funds perform well for future savings. In particular, AI-driven asset selection algorithms that were market-appropriate outperformed other purchasers. The findings demonstrate the importance of economic cycle-based themes and clever distribution strategies to maximize profits. This research illuminates investment choices and illustrates how AI-enabled active investing might improve market forecasts, volatility, and returns in themed mutual funds. 2025 IEEE.
creator: Premalatha, K.P.; Patil, Shrinivas R; Renuka, S.; Yadav, Rashmi Akshay
source: 2025 World Skills Conference on Universal Data Analytics and Sciences, WorldSUAS 2025;
publisher: Institute of Electrical and Electronics Engineers Inc.
date: 01-01-2025
rights: Restricted Access; Hardcopy may be available in the library
relation: ISBN: 979-833153925-2;
language: English
type: Conference paper
coverage: Premalatha K.P., CMS Business School, JAIN (Deemed-To-Be University), Faculty of Management Studies, Bangalore, 560009, India; Patil S.R., CMS Business School, JAIN (Deemed-To-Be University), Faculty of Management Studies, Bangalore, 560009, India; Renuka S., JAIN (Deemed-To-Be University), Faculty of Management Studies, Bangalore, 560009, India; Yadav R.A., MBA CHRIST (Deemed-To-Be University), School of Business and Management, Bangalore, India