| TITLE |
A Study on Performance Indicators of Mutual Funds |
| ABSTRACT |
The mutual fund industry in India has witnessed substantial growth over the past two decades, emerging as a preferred investment avenue for retail as well as institutional investors. With increasing product variety and competition among Asset Management Companies (AMCs), evaluating mutual fund performance has become critical for informed investment decision-making. This study examines the performance indicators of selected mutual fund schemes in India, namely Kotak Banking & Financial Services Fund, Invesco India Financial Services Fund, Bandhan Financial Services Fund, Mahindra Manulife Aggressive Hybrid Fund, and ICICI Prudential Banking and Financial Services Fund. Using daily Net Asset Value (NAV) data for the period January 2024 to April 2024, the study evaluates returns, risk, variance, standard deviation, and Sharpe performance ratios. The research adopts a quantitative and descriptive research design relying on secondary data sources. Comparative analysis is undertaken to understand the risk–return trade-off across selected schemes. The findings reveal variations in performance efficiency, with none of the schemes delivering positive risk-adjusted returns during the study period. The study provides valuable insights for investors regarding fund selection and offers recommendations to improve investment strategies in the Indian mutual fund market.
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| AUTHOR |
V Kanaka Durga, Dr D Kishore Kumar
Assistant Professor, Department of MBA, CMRTC, Hyderabad, India
Associate Professor, Department of MBA, CMRTC, Hyderabad, India |
| PUBLICATION DATE |
2026-03-29 23:17:55 |
| VOLUME |
13 |
| ISSUE |
1 |
| DOI |
DOI: 10.15662/IJMSERH.2025.1301050 |
| PDF |
pdf/2025/1/50_A Study on Performance Indicators of Mutual Funds.pdf |
| KEYWORDS |
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| References |
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