UGC Approved Journal no 63975(19)

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Published in:

Volume 9 Issue 5
May-2022
eISSN: 2349-5162

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

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Published Paper ID:
JETIR2205668


Registration ID:
402417

Page Number

f491-f498

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Title

A COMPARATIVE STUDY ON PERFORMANCE OF EQUITY, DEBT AND HYBRID MUTUAL FUNDS IN INDIA

Abstract

The growth of the Mutual Fund Industry in India has created its edge in the personal finance industry in India and has opened up opportunities to investors in order to diversify the investments across assets. Mutual Fund industry plays a key role in the Indian Financial Sector. Investing in mutual fund has seen an upfront growth in India because of the nature of this instrument. Mutual fund is a type of financial intermediary that empowers million small as well as large investors across the country to participate and invest in capital market and derive benefits from it. The Average Assets Under Management (AAUM) of Indian Mutual Fund Industry for the month of February 2022 stood at Rs. 38,56,140 crore. The AUM size crossed Rs. 30 trillion (Rs.30 Lakh Crore) for the first time in November 2020. The Industry AUM stood at Rs.37.56 Trillion (Rs. 37.56 Lakh Crore) as on February 28, 2022.The total number of accounts (or folios as per mutual fund parlance) as on February 28, 2022 stood at 12.61 crore (126.1 million). This study helps to understand the comparative performance of Equity, Debt and Hybrid Mutual Fund schemes, measure the volatility and return relationship, risk and return analysis of selected mutual fund by various financial tools like: SD, Beta, Treynor, Sharpe, Jensen, Information ratio and correlation between fund and index return.

Key Words

Mutual Fund, Beta, Sharpe ratio, Jensen ratio, Treynor ratio, Information ratio, Performance evaluation, Investments, Risk & Return, Capital Market, Equity funds, Debt funds, Hybrid funds, NAV, AMC, SIP, AUM.

Cite This Article

"A COMPARATIVE STUDY ON PERFORMANCE OF EQUITY, DEBT AND HYBRID MUTUAL FUNDS IN INDIA", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.9, Issue 5, page no.f491-f498, May-2022, Available :http://www.jetir.org/papers/JETIR2205668.pdf

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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 STUDY ON PERFORMANCE OF EQUITY, DEBT AND HYBRID MUTUAL FUNDS IN INDIA", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.9, Issue 5, page no. ppf491-f498, May-2022, Available at : http://www.jetir.org/papers/JETIR2205668.pdf

Publication Details

Published Paper ID: JETIR2205668
Registration ID: 402417
Published In: Volume 9 | Issue 5 | Year May-2022
DOI (Digital Object Identifier):
Page No: f491-f498
Country: AHMEDABAD, GUJARAT, India .
Area: Management
ISSN Number: 2349-5162
Publisher: IJ Publication


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