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| Author | : Shivam Tripathi |
| Publisher | : |
| Total Pages | : 7 |
| Release | : 2020 |
| Genre | : |
| ISBN | : |
Download Performance Evaluation of Selected Equity Mutual Funds in India Book in PDF, ePub and Kindle
In India capital market provide various investment avenues to the investors, to assist them to take a position in various industries and to make sure the profitable return. Among various financial products, open-end fund ensures the minimum risks and maximum return to the investors, Growth, and developments of varied mutual funds products has proved to be one among the foremost catalytic instruments in generating momentous investment growth within the capital market. During this context, close monitoring and evaluation of mutual funds became essential. Therefore, choosing profitable mutual funds for investment may be a vital issue. This study deals with the equity mutual funds that are offered for investment by the varied fund houses in India, this study mainly focused on the performance of selected equity(large-cap, mid-cap, smallcap) open-end fund schemes in terms of a risk-return relationship. The most objective of this research work is to analyse the financial performance of selected open-end fund schemes through statistical parameters like (Jenson's alpha, beta, standard deviation, Sharpe ratio). The researcher concluded that 10 funds out of 15 performed well in a highly volatile market. The researcher found that an investor must consider risk ratios of the fund before investing. The findings of this research study are going to be help full to investors for his future investment decisions.
| Author | : Akshay Sakharkar |
| Publisher | : |
| Total Pages | : 7 |
| Release | : 2019 |
| Genre | : |
| ISBN | : |
Download Performance Evaluation of Selected Mutual Fund Scheme's In India Book in PDF, ePub and Kindle
Mutual fund plays a crucial role in the Indian economy. Mutual funds are considered to be the vehicle for mobilization and channelization of savings from individual investors to towards the various capital market instruments. Evaluation of the performance of mutual funds particularly is of a great interest to the researcher across the world. The study attempts to evaluate the past performance of selected open-ended equity funds. The study is based on the secondary data restricted for a period of one year i.e. from 1st January 2016 to 31st December 2016. To analyze the performance of selected mutual funds which are open-ended equity funds four conventional or unconditional methods of performance evaluation are used. They are Sharpe's Ratio, Treynor's Ratio, Jensen's Measure and Information Ratio. Investors today's have a wide range of investment avenues available and choosing one of them is a quite horrifying task for any investor. Every investment has its own characteristics in terms of risk with while choosing a best fund to park the resources is a crucial task for any investor certain predetermined developed and widely accepted models and techniques are available to determine the performance of funds and make decision of investment. The present paper aims at throwing light on such model and helps to analyze funds in terms of risk-return analysis.
| Author | : Mamta |
| Publisher | : |
| Total Pages | : 8 |
| Release | : 2017 |
| Genre | : |
| ISBN | : |
Download Performance Evaluation of Mutual Funds Book in PDF, ePub and Kindle
Mutual Fund is professionally managed trust that pools the money of various investors and further invests them, into different securities like shares, bonds and short term securities like certificate of deposit, commercial paper etc. and commodities like precious metals. In India the origin of Mutual Funds industry can be traced, since the enactment of UTI (Unit Trust of India) Act, 1963. The mutual funds industry grew successfully and brought about substantial returns to the investors and the public sector. Mutual funds provide opportunities for small investors, to participate in the capital market without assuming a very high degree of risk. An important principle of investment in capital market is that do not put all the eggs in one basket i.e. diversification. A small investor is not able to have a diversified portfolio mainly due to paucity of resources. However, a mutual fund pools together the savings of such small investors and invests the same in the capital market and passes the benefits to the investors. Thus, investors can indirectly participate in the capital market by subscribing to the units of mutual funds. Mutual funds employ professional fund managers to manage the investment activities. Therefore, investors also get benefits of professional expertise of these managers. Daily opening & closing NAV of different schemes have been used to calculate the returns from the fund schemes. BSES ensex has been used for market portfolio. The main aim of this paper is, to evaluate the performance of Indian equity diversified mutual funds. A subsidiary aim is to analyze the relationship between risk and return of these funds, based on total risk and systematic risk. The analysis was achieved, by assessing various financial tests like Average Return, Sharpe Ratio, Treynor Ratio, Standard Deviation, Beta and Coefficient of Determination (R2). The data has been taken from various websites of mutual fund schemes and from amfiindia.com. The analysis depicts that, majority of funds selected for study have outperformed, under Sharpe Ratio as well as Treynor Ratio.
| Author | : Sharad Panwar |
| Publisher | : |
| Total Pages | : 19 |
| Release | : 2006 |
| Genre | : |
| ISBN | : |
Download Characteristics and Performance Evaluation of Selected Mutual Funds in India Book in PDF, ePub and Kindle
The study used sample of public-sector sponsored amp; private-sector sponsored mutual funds of varied net assets to investigate the differences in characteristics of assets held, portfolio diversification, and variable effects of diversification on investment performance for the period May, 2002 to May, 2005. The study found that public-sector sponsored funds do not differ significantly from private-sector sponsored funds in terms of mean returns%. However, there is a significant difference between public-sector sponsored mutual funds and private-sector sponsored mutual funds in terms of average standard deviation, average variance and average coefficient of variation (COV). The study also found that there is a statistical difference between sponsorship classes in terms of e SDAR (excess standard deviation adjusted returns) as a performance measure. When residual variance (RV) is used as the measure of mutual fund portfolio diversification characteristic, there is a statistical difference between public-sector sponsored mutual funds and private-sector sponsored mutual funds for the study period. The model built on testing the impact of diversification on fund performance and found a statistical difference among sponsorship classes when residual variance is used as a measure of portfolio diversification and excess standard deviation adjusted returns as a performance measure. RV, however, has a direct impact on Sharpe fund performance measure.
| Author | : Soumya Guha Deb |
| Publisher | : LAP Lambert Academic Publishing |
| Total Pages | : 332 |
| Release | : 2011-03 |
| Genre | : |
| ISBN | : 9783844321111 |
Download Performance Evaluation of Indian Equity Funds Book in PDF, ePub and Kindle
The mutual funds in India have registered significant growth and emerged as important financial intermediaries during the past decade or so, manifested by increased mobilization of funds and the increasing number of schemes and investors. To fulfill the expectations of millions of unit holders, the mutual funds are required to function as successful institutional investors. Evaluating performance of mutual fund managers vis-a-vis such a goal, is important for both the investors as well as the fund managers. Fund managers in India, periodically publish various performance reports using standard measures, which may not actually reflect the true investment performance of the funds. The present study evaluated the performance of the equity mutual funds in India during the period from 2000 to 2006, using a new framework.A number of new performance indicators are used for the purpose, and it is hoped that this attempt should highlight the efficiency and true competence of fund managers and augment the existing framework for identifying successful fund managers. It should benefit the investors, regulators, fund managers and other participants in the mutual fund industry in gene
| Author | : Dr B Ratnavalli |
| Publisher | : Archers & Elevators Publishing House |
| Total Pages | : |
| Release | : |
| Genre | : Antiques & Collectibles |
| ISBN | : 9388805917 |
Download A Study On Performance Evaluation Of Select Mutual Funds In India Book in PDF, ePub and Kindle
| Author | : Anu Sahi |
| Publisher | : |
| Total Pages | : 10 |
| Release | : 2015 |
| Genre | : |
| ISBN | : |
Download Performance Evaluation of Selected Open Ended Equity Funds for the Post Recession Period Book in PDF, ePub and Kindle
The Global recession has marred the countries worldwide. The ever-growing Indian economy is no exception and has finally encountered a slowdown and the results are crystal clear. The lower GDP, increased inflation rate, increased job searches are some of the highlighting factors signaling the impact of global recession. The present study attempts to unveil the performance of selected mutual funds during post global recession i.e. period from March 2009-March 2012. Traditional performance measures like Sharpe ratio, Treynor ratio and Jensen's alpha are widely used performance measures based on mean variance framework and are used to evaluate the selected mutual fund schemes. The study discovered that on comparison of rate of return of sample schemes with the benchmark return, majority of the equity mutual funds have outperformed the benchmark. However, when the mean return of the entire sample is considered, it does not show significantly different return from that of the benchmark Sensex. However, an analysis based on risk-adjusted performance, showed a different picture where most of the funds in the sample have posted positive and better Sharpe, Treynor's ratio as well as Jensons alpha, compared to the benchmark Sensex. In short, it can be said that although the study provides some evidence of satisfactory performance in terms of returns generated per unit of risk, yet a conclusive statement regarding the capabilities of mutual funds as an investment avenue is still obscure.
| Author | : Bhavinkumar Arvindbhai Patel |
| Publisher | : LAP Lambert Academic Publishing |
| Total Pages | : 324 |
| Release | : 2012-07 |
| Genre | : |
| ISBN | : 9783659119019 |
Download Performance of Mutual Funds Book in PDF, ePub and Kindle
Mutual funds in India: a comprehensive review is an outcome of extensive research work carried out by Dr. Bhavinkumar A. Patel. The basic objectives of this book includes (A) In-depth analysis of mutual fund industry in India (B) Performance evaluation of selected growth oriented schemes operating in India by different blue chip companies and (C) Analysis of perception of investors, brokers and fund managers. This book focuses on the real life growth and development of the mutual fund industry in India considering different parameters like Assets Under Management (AUM), fund mobilized, redemption and repurchase of funds, total schemes launched and in operation under different categories, analysis of growth oriented mutual fund schemes by applying well established measures like Sharpe, Treynor, Jensen and Fama's Net Selectivity. Moreover, it also highlight the perception of investing community and mutual fund professionals. This book would surely provide strong platform to students and professors of finance, mutual fund research scholars, practicing mutual fund professionals and investing community at large.
| Author | : Naveen Kumar |
| Publisher | : |
| Total Pages | : 10 |
| Release | : 2019 |
| Genre | : |
| ISBN | : |
Download Performance Evaluation of Selected Equity Shares in It Industry, India Book in PDF, ePub and Kindle
Stock market is a market where a number of securities are traded such as equity shares, debentures, bonds, insurance products, mutual funds etc. mostly the existing securities are traded in this market. India has one of the oldest stock markets in Asia and this stock exchange is the Bombay Stock Exchange which was established in 1875. It was started under the banner of “The Native Stock and Share Brokers Association”. Equity funds have the objective to provide capital appreciation over a long term. A major portion of their investments is in equities which provide potentially superior returns than other avenues of investment. Equity schemes offer potentially the best possible returns among all mutual fund schemes but carry the highest risk as well. The main objectives of this research work is to evaluation of selected equity shares in IT industry, India.
| Author | : R. Prasantha Kumar |
| Publisher | : |
| Total Pages | : 64 |
| Release | : 2016-05-20 |
| Genre | : |
| ISBN | : 9783659880445 |
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