A Review on Performance Evaluation of Mutual Funds: A Bibliometric Analysis

Abstract

In recent years, there has been an increasing number of research on mutual fund performance evaluation. Hence, a bibliometric analysis may offer insight into new areas and potential directions for future research. The focus of this review is to present a thorough analysis of significant aspects of mutual fund literature and their conceptual advancement using bibliometric analysis. Data were extracted from the Dimensions database and the data from the time 2000–2022 were analysed. After screening, 2,083 publications related to mutual funds were identified. The highest-ranking journal was the SSRN Electronic Journal, and the most frequently mentioned author was Ferson, Wayne E. and the city, University of London from UK contributed the most publications in this research field. Out of 35,875 most occurred keywords in which 871 met threshold most frequently occurring keywords are mutual fund, performance of fund, Sharpe index, behavioural finance, ESG, stock portfolio, cryptocurrency etc, are most recent keywords.

Keywords: Mutual Fund, Performance Evaluation, Bibliometric Analysis, Citation Analysis, Risk Approach

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