UGC Approved Journal no 63975

ISSN: 2349-5162 | ESTD Year : 2014
Call for Paper
Volume 9 | Issue 8 | August 2022

JETIREXPLORE- Search Thousands of research papers



WhatsApp Contact
Click Here

Published in:

Volume 9 Issue 4
May-2022
eISSN: 2349-5162

UGC and ISSN approved 7.95 impact factor UGC Approved Journal no 63975

7.95 impact factor calculated by Google scholar

Unique Identifier

Published Paper ID:
JETIR2204828


Registration ID:
401345

Page Number

i230-i240

Share This Article


Jetir RMS

Title

A COMPARATIVE ANALYSIS OF PERFORMANCE OF MUTUAL FUNDS OF KOTAK MAHINDRA BANK AND STATE BANK OF INDIA

Abstract

Investors are spoilt for choice when it comes to choosing which Mutual Fund to invest in. While the three broad choices of Equity, Debt, and Hybrid Funds seem simple enough, there are currently over 2000 Mutual funds in India that investors can choose to invest in. This is because each of the 3 categories has multiple sub-categories with multiple Fund Houses offering similar funds. While having options to choose from is definitely a good thing, having too many options can make fund selection quite difficult. Also considering that investing involves a long-term commitment using your hard-earned money, choosing the right Mutual Fund is critical for achieving long-term goals. This is where comparing types of mutual funds can help you select the right schemes to invest in. Having a clear idea about how to compare mutual funds performance and other features can help investors choose schemes that are in line with their investment goals and help them design an investment portfolio that minimizes overall risk and maximizes return. In this research paper a challenge is made to Compare the performance of Equity mutual fund scheme and Debt mutual fund scheme on the basis of return and risk evaluation. The analysis was achieved by assessing a variety of financial ratio analyses like Annual Returns (of 1,3, and 5 years), Sharpe Ratio, Treynor Ratio, Jensen’s alpha Ratio, and Beta. The analysis has reported diversified and varied results.

Key Words

Equity Funds, Debt Funds, Jensen’s Ratio, Sharpe ratio, Treynor ratio, Beta.

Cite This Article

"A COMPARATIVE ANALYSIS OF PERFORMANCE OF MUTUAL FUNDS OF KOTAK MAHINDRA BANK AND STATE BANK OF INDIA ", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.9, Issue 4, page no.i230-i240, May-2022, Available :http://www.jetir.org/papers/JETIR2204828.pdf

ISSN


2349-5162 | Impact Factor 7.95 Calculate by Google Scholar

An International Scholarly Open Access Journal, Peer-Reviewed, Refereed Journal Impact Factor 7.95 Calculate by Google Scholar and Semantic Scholar | AI-Powered Research Tool, Multidisciplinary, Monthly, Multilanguage Journal Indexing in All Major Database & Metadata, Citation Generator

Cite This Article

"A COMPARATIVE ANALYSIS OF PERFORMANCE OF MUTUAL FUNDS OF KOTAK MAHINDRA BANK AND STATE BANK OF INDIA ", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.9, Issue 4, page no. ppi230-i240, May-2022, Available at : http://www.jetir.org/papers/JETIR2204828.pdf

Publication Details

Published Paper ID: JETIR2204828
Registration ID: 401345
Published In: Volume 9 | Issue 4 | Year May-2022
DOI (Digital Object Identifier):
Page No: i230-i240
Country: Ramnagar, Nainital , Uttarakhand , India .
Area: Other
ISSN Number: 2349-5162
Publisher: IJ Publication


Preview This Article


Downlaod

Click here for Article Preview

Download PDF

Downloads

000179

Print This Page

Current Call For Paper

Jetir RMS