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Published in:

Volume 7 Issue 11
November-2020
eISSN: 2349-5162

Unique Identifier

JETIR2011081

Page Number

603-610

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Title

PERFORMANCE EVALUATION OF MID CAP UTI AMC, SBI AND BOB MUTUAL FUNDS

ISSN

2349-5162

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"PERFORMANCE EVALUATION OF MID CAP UTI AMC, SBI AND BOB MUTUAL FUNDS", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.7, Issue 11, page no.603-610, November-2020, Available :http://www.jetir.org/papers/JETIR2011081.pdf

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Abstract

Mutual funds is professionally managed trust that pools money from various investors and further it invests into different securities like bonds, shares, short term securities like certificate of deposit, commercial paper and commodities like Precious metals. Unit Trust of India(UTI) Act, 1963 is framed since then mutual funds came into India. Mutual funds industry had brought good returns to the investors and the public sector. Growth of mutual funds in India had attracted with the returns generated and many investors showed interest in investing. Small investors are provided with opportunities to invest in mutual funds without assuming the high risk. Investor should not keep his entire investing amount into single security as there is a huge chance of risk. Due to lack of resources small investors will not be able to have the diversified portfolio. These mutual fund institutions pool the money from investors and invest the same amount in capital market and give the benefits to the investors. In this the small investors can indirectly participate in capital market by subscribing the units of mutual funds. Mutual funds institutions include professional fund managers to manage the investment activities. Investors will get the benefit of professional expertise of these managers. Daily opening and closing of NAV’s are used to find the returns from the mutual fund schemes. The main aim of this paper is to find performance evaluation of MID Cap UTI AMC, SBI and BOB mutual fund schemes. Comparison of selected public sector and selected private sector mid cap mutual fund schemes. Analysis was done by using various financial tests like Average return, Standard deviation, Sharpe Ratio, Treynor Ratio and Jenson Value.

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"PERFORMANCE EVALUATION OF MID CAP UTI AMC, SBI AND BOB MUTUAL FUNDS", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.7, Issue 11, page no. pp603-610, November-2020, Available at : http://www.jetir.org/papers/JETIR2011081.pdf

Publication Details

Published Paper ID: JETIR2011081
Registration ID: 302975
Published In: Volume 7 | Issue 11 | Year November-2020
DOI (Digital Object Identifier):
Page No: 603-610
ISSN Number: 2349-5162

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Cite This Article

"PERFORMANCE EVALUATION OF MID CAP UTI AMC, SBI AND BOB MUTUAL FUNDS", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.7, Issue 11, page no. pp603-610, November-2020, Available at : http://www.jetir.org/papers/JETIR2011081.pdf




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