Analysis of Equity Based Mutual Funds in India

Authors

  • Sakshi Badauriya Dr. Naval Singh

Keywords:

Comparison, India, Mutual funds, Performance and risk-return.

Abstract

The last decade has seen a tremendous growth in the mutual fund industry. As per the latest data the assets under management in this industry is more than Rs 6.8 thousand billion. Today the Indian market is flooded with more than a thousand mutual fund schemes, promising better returns than others, in this paper an attempt has been made to analyze the performance of equity based mutual funds. A total of 45 schemes offered by 2 private sector companies and 2 public sector companies, have been studied over the period April 2006 to April 2021 (15 years). The analysis has been made using the risk-return relationship and goof Capital Asset Pricing Model (CAPM). The overall analysis finds that HDFC and ICICI have been the best performers, UTI an average performer and LIC the worst performer which gave belowexpected returns on the risk-return relationship

References

http://in finance yahoo.com/q/hp?s=SENSEX.BO

http://in.finance yahoo.com//hp-SENSEI

http://www.amfiindia.com/AUM_CatAgewiseFolioReportaspx?Year

/31/2021%2021:00:00%20AM

http://www.hdfefund.com/NAVComer/NAVHistory.aspx?Reportid-E31EBD9F-E113-

A-80F0-1974E07DAFCE

http://www.icicipruam.com/NAVAndDividend/NAV History.aspx

http://www.utim.com/fundperformance/pages/nay.aspx

http://www.licnomuramf.com/MI NAVHist.aspx?opt=5

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Published

2021-10-30

Issue

Vol. 10 No. 11 (2021): October 2021

Section

Articles

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