• Akshay Ganapati Naik
• Dr. Bhavya Vikas

This study explores the impact of expense ratios on the performance of large-cap mutual funds in the Indian market. Mutual funds are pivotal in financial inclusion, allowing individual investors to participate in a diversified portfolio of securities managed by professionals. However, the expense ratio—covering management fees, administrative costs, and other operational expenses—can significantly affect net returns. This research analyses the relationship between expense ratios and fund performance, revealing a consistent inverse correlation: funds with lower expense ratios tend to perform better. Using historical data from 2019 to 2023, the study employs ARIMA modelling to forecast future NAV (Net Asset Value) trends, offering insights into the long-term implications of expense ratios on investment outcomes. The findings underscore the importance of cost management in mutual funds and suggest that investors prioritize funds with lower expense ratios to maximize returns.

Mutual Funds, Expense Ratio, Large-Cap Funds, Net Asset Value (NAV),ARIMA Modelling, Financial Performance, Investment Management, Indian Market

"A Study on impact of expense ratio on mutual fund performance", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.11, Issue 9, page no.c122-c131, September-2024, Available :http://www.jetir.org/papers/JETIR2409216.pdf

"A Study on impact of expense ratio on mutual fund performance", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.11, Issue 9, page no. ppc122-c131, September-2024, Available at : http://www.jetir.org/papers/JETIR2409216.pdf