Performance Analysis of Reits and Invits in India: A Comparative Study with the Nifty 50

This paper investigates the performance of Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InVITs) in India compared to the Nifty 50 index, using a series of financial models including the Sharpe Ratio, Mann-Whitney U test, Chi-square proportion test and Pearson’s Correlation. The study focuses on whether REITs and InVITs consistently outperform traditional investments like the Nifty 50 in terms of returns and risk-adjusted returns. Despite the significant capital inflow and growing interest in alternative investments, there is limited research focused on the Indian market, where macroeconomic conditions, regulatory changes, and investor sentiment play a crucial role. This paper fills that gap by exploring the risk-return profiles, performance during periods of market volatility, and potential for portfolio diversification provided by these instruments.

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Publication Details

Journal
Journal of Informatics Education and Research
Published
2024-10-23
DOI
https://doi.org/10.52783/jier.v4i3.1637
Primary Topic
Smart Grid Energy Management
Type
article
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article

Performance Analysis of Reits and Invits in India: A Comparative Study with the Nifty 50

Amit Bathia
Journal of Informatics Education and Research
Smart Grid Energy Management
article

Performance Analysis of Reits and Invits in India: A Comparative Study with the Nifty 50

Amit Bathia
article en

Abstract

This paper investigates the performance of Real Estate Investment Trusts (REITs) and Infrastructure Investment Trusts (InVITs) in India compared to the Nifty 50 index, using a series of financial models including the Sharpe Ratio, Mann-Whitney U test, Chi-square proportion test and Pearson’s Correlation. The study focuses on whether REITs and InVITs consistently outperform traditional investments like the Nifty 50 in terms of returns and risk-adjusted returns. Despite the significant capital inflow and growing interest in alternative investments, there is limited research focused on the Indian market, where macroeconomic conditions, regulatory changes, and investor sentiment play a crucial role. This paper fills that gap by exploring the risk-return profiles, performance during periods of market volatility, and potential for portfolio diversification provided by these instruments.

Journal of Informatics Education and ResearchVol. 4(3)
Industry, innovation and infrastructure
Openalex Percentile: Top 84%
Smart Grid Energy Management
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