A CRITICAL ANALYSIS OF SELECTED MUTUAL FUNDS IN INDIA

Authors

  • Sakshi bhadouriya Naval Singh

Abstract

Mutual funds allow for portfolio diversification and relative risk aversion through collection of funds from the households and investment of the same in the stock and debt markets. Fixed-Income Funds in India are a kind of mutual fund which makes investment in debt securities that have been issued either by the companies, banks, or government. Fixed-Income Funds in India are also known as debt funds and income funds. Using various statistical measures the present study aims to evaluating the performance of a few selected income or debt mutual funds schemes of India on the basis of their daily NAV. Popularity of income schemes has only increased in the last decade. Income mutual funds they have seen tremendous growth in their number of schemes from 91 on 31st march 2001 to 330 on 31st march 2010. 506 in 2008 was the maximum ever in terms of total schemes floating in the market. This category has seen a decline only twice in the last decade. First fall was posted in the year 2003 and the second fall was reported in the year 2010. One striking fact which comes to light is the huge percentage contribution of income schemes towards the total AUM of the Indian mutual funds industry.

References

http://amfiindia.com/

http://crisil.com/capital-markets/crisil-mf-ranking-list.html

http://www.mutualfundsindia.com/fund_fact_view.asp

http://www.hsbc.co.in/1/2/personal/investments/mutual-fund/mutual-fund-benefits

http://finance.indiamart.com/india_business_information/advantage_mutual_funds.html

http://www.jagoinvestor.com/2007/11/advantages-and-disadvantages-of-mutual_313.html

http://kalyan-city.blogspot.in/2012/02/what-are-disadvantages-of-mutual funds.html

http://www.iloveindia.com/finance/mutual funds/equity-mutual funds.html

http://www.valueresearchonline.com/funds/default.asp

http://www.investopedia.com/ask/answers/04/032604.asp#ixzz20g7JfD3h

http://www.blurtit.com/q462869.html

http://www.onemint.com/2011/03/30/best-balanced-mutual funds-in-india

http://beginnersinvest.about.com/od/mutualfunds1/a/What-is-A-Balanced-Mutual-Fund.htm

http://businesstoday.intoday.in/story/how-to-choose-the-best-mutual-fund-for-your-portfolio/1/15779.html

http://www.appuonline.com/mf/knowledge/industry.html

http://unpanl.un.org/intradoc/groups/public/documents/apcity/unpan025795.pdf

http://papers.ssrn.com/sol3/JELJOUR_Results.cfm?form_name=journalbrowse&journal_id=818464

Downloads

Published

2021-10-30

Issue

Vol. 7 No. 9 (2021): October 2021

Section

Articles

License

Submission Preparation Checklist

Submission Preparation Checklist

Before proceeding with your submission, please ensure that you have completed the following checklist. All items on the list must have a checkmark before you can submit your manuscript:






Note: All items on this checklist must be checked before you can proceed with your submission. Failure to complete any item may result in a delay in the submission process.