Performance Analysis of Mutual Funds-A Study on Selected Mid Cap and Small Cap Funds
Journal Title: International Journal of Business and Management Invention - Year 2018, Vol 7, Issue 7
Abstract
Mutual fund is vehicle that pools the investment from the investors with a common financial ambition. Investors who are not aware about capital markets do not consider it as investment avenue. Thus Mutual Fund is a boon for those investors. The investment collected from these investors is invested in different types of capital market instruments like equity, debentures, bonds etc. Compared to stock market the investors get limited returns as the risk is also less. Their investment is in the form of units. The returns from the investments by the mutual fund companies are shared in proportion to their investment in funds. However mutual funds provide an opportunity to investment in different portfolios with diversified permutations and combinations of the instruments in the stock markets. Mutual funds are versatile in nature and suits to the needs of different investors. Mutual funds gained popularity over decade as it diversifies the risk and pools the investment and run by investment professionals. In this research paper an attempt is made to compare the performance of balanced mutual fund schemes between mid cap and small cap fund on the basis of return and risk evaluation. The analysis was achieved by assessing various financial tests like Average Return, Sharpe Ratio, Treynor Ratio,Jensen’s Ration,Standard Deviation, Beta and Alpha. The analysis has reported diversified and varied results.
Authors and Affiliations
Mrs. O. V. A. M. SRIDEVI
Keywords
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