Comparative Analysis of Selected Hybrid Mutual Funds In India
Abstract
A mutual fund is a vehicle for pooling resources by issuing units to investors and investing that money in securities that meet their goals. There are numerous mutual funds in which investors can invest their money, and the consistency of mutual fund performance has been a major factor in attracting many investors. The purpose of this study is to compare the performance of mutual funds with their benchmark indices. The study focuses on Hybrid mutual fund plans from selected Indian mutual funds. The performance of hybrid mutual funds is evaluated in this study, to provide the best investment possibilities out of five hybrid funds. The data used is the yearly NAV closing year, which runs from January 1, 2011 through December 31, 2020.
References
• Aggarwal Deepak (2007), “Measuring Performance of Indian Mutual Funds”, www.ssrn.com (id 1311761), Finance India, June 2011.
• Amita and Chauhan (2013), “Selectivity and market timings skills of Mutual Fund managers: A study with reference to Income schemes”, Researches in Business and Management, Academic and Professional Perspective (Proceedings of GJU conference) ISBN: 9789381505540, Edition 2013.
• Michael C.Jense (Performance of Mutual Funds in the period 1945-1964), https://papers.ssrn.com/sol3/papers.cfm?abstract_id=244153
• Roger’s Otten and Dennis Bams (European Mutual Fund Performance) https://papers.ssrn.com/sol3/papers.cfm?abstract_id=213808 1. R Inetseeranracthio 2n1a8l Journal of Economic 4. Prince V, Bacon L (2010) Analyzing mutual fund performance against establishes performance benchmarks: A test of market efficiency. Research in Business and Economics Journal 1: 1-15.
• Debashish S.S (2009) Investigating performance of equity- based mutual fund scheme in Indian scenario. KCA Journal of Business Management 2: 1-15.
• Guha D.S (2008) Performance Evaluation of Equity mutual funds in India; An empirical exploration. IIM Calcutta.
• Deb GS, Banerjee A, Chakrabarti BB (2007) Performance of Indian equity mutual funds vis a vis their style benchmarks: An empirical exploration. Journal of Applied Finance, ICFAI.
• Panwar Sharad, Madhumathi RM (2006) Characteristics and performance evaluation of selected mutual funds in India. Institute of capital Market
• Capital market Conference paper. A Study on the Performance of Equity Mutual Funds (With special reference to equity large cap and DOI: 10.9790/487X-1902026772 www.iosrjournals.org 72 | Page
• Noulas G and Athanasius (2005) Performance of mutual funds. Managerial Finance 31:101
Websites:
• https://www.fundsindia.com/s/kotak-debt-hybrid-fund-g-/2051
• https://www.topstockresearch.com/INDIAN_STOCKS/BANKS/PriceRangeof_ICICI_Bank_Ltd.html
• https://www.moneycontrol.com/mutual-funds/nav/icici-prudential-equity-debt-fund/returns/MPI011
• https://stableintvestor.com/2018/01/nifty-annual-yearly-returns-historical.html
Published
How to Cite
Issue
Section
Allows users to: distribute and copy the article; create extracts, abstracts, and other revised versions, adaptations or derivative works of or from an article (such as a translation); include in a collective work (such as an anthology); and text or data mine the article. These uses are permitted even for commercial purposes, provided the user: gives appropriate credit to the author(s) (with a link to the formal publication through the relevant URL ID); includes a link to the license; indicates if changes were made; and does not represent the author(s) as endorsing the adaptation of the article or modify the article in such a way as to damage the authors' honor or reputation. CC BY