
NFO
How do I evaluate a Thematic or ESG Mutual Fund?
Evaluate the stage of the theme's cycle since early-stage outperforms, portfolio overlap with existing holdings, expense ratio, and rigour of ESG screening. Most Indian ESG funds have underperformed Nifty 50 over recent years. Treat as 10-15% satellite for values-aligned investors not as a core replacement.
Mutual Funds

