PERFORMANCE ANALYSIS OF MUTUAL FUND SCHEMES IN INDIA: A CASE STUDY

Authors

  • Y. Maheswari SVU College of Commerce, Management & Computer Sciences Sri Venkateswara University, Tirupati, India
  • P. Raghunadha Reddy SVU College of Commerce, Management & Computer Sciences Sri Venkateswara University, Tirupati, India

Keywords:

Mutual Fund, Debt Schemes, Securities, Investors, Treynor Ratio, Sharpe Ratio

Abstract

Aim: The aim of the study is to measure the performance of mutual fund (MF) schemes in India with special reference to public and private collective fund debt schemes.

Results: An aggregate of 24 schemes were selected from the six asset management companies. The evaluation was achieved by using various financial tools like including rate of return, Sharpe ratio, Jenson ratio and Treynor ratio. The data was collected from the various authorized websites and agencies.

Conclusion: The private mutual fund companies were found much more beneficial in long run when compared with public mutual funds in India. Public mutual fund companies were found beneficial in mid-term and both public & private mutual fund companies are beneficial in short run for the investors to invest in mutual funds.

Keywords: Mutual Fund, Debt Schemes, Securities, Investors, Treynor Ratio, Sharpe Ratio.

 HIGHLIGHTS:

  1. The private mutual fund companies are much more beneficial in long run when compared with public mutual funds in India.
  2. Public mutual fund companies are found to be beneficial in mid-term.
  3. Public and private mutual fund companies are both beneficial in short run for the investors

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Published

2022-10-05

How to Cite

Y. , M., & P, R. R. (2022). PERFORMANCE ANALYSIS OF MUTUAL FUND SCHEMES IN INDIA: A CASE STUDY. Management and Technology Research Journal, 1(1), 1–4. Retrieved from https://www.mtrj.in/index.php/mtrj/article/view/1

Issue

Vol. 1 No. 1 (2022): October: Management and Technology Research Journal

Section

Short Communication

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