Performance Evaluation of Selected Equity Mutual Fund Schemes

Journal Title: IOSR journal of Business and Management - Year 2018, Vol 20, Issue 9

Abstract

Mutual fund is one of the fastest growing sectors in India and it plays a significant role in the Indian capital market. The common investors are facing the problem in choosing the suitable product among the multiple institutions offering a variety of products and multiple options attached with each product. This research is an attempt to evaluate the performance of selected schemes of different mutual funds in India. The sample consist of 10 schemes from the selected asset management companies over a study period of 1 years spanning from July 2017 to August 2018. The performance of selected funds is evaluated by using the statistical tools like standard deviation, beta and risk adjusted techniques are used by using the Sharpe ratio, Treynor ratio and Jensen ratio has also done for the purpose of analysis. Study covers the investor’s preference on various investment opportunities in general and mutual fund in particular. The study also measures the perception and the satisfaction of investors towards mutual fund. An attempt was also made to analyze the factors influencing investors in selecting the mutual fund and identify the problems faced by the investors of mutual fund. The article suggests recommendations for the mutual fund companies and suggestions for future research.

Authors and Affiliations

Dr. R. Suresh Babu

Keywords

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  • EP ID EP412864
  • DOI 10.9790/487X-2009051217.
  • Views 91
  • Downloads 0

How To Cite

Dr. R. Suresh Babu (2018). Performance Evaluation of Selected Equity Mutual Fund Schemes. IOSR journal of Business and Management, 20(9), 12-17. https://www.europub.co.uk/articles/-A-412864