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Published in:

Volume 9 Issue 12
December-2022
eISSN: 2349-5162

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

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Published Paper ID:
JETIR2212529


Registration ID:
506370

Page Number

f199-f210

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Title

A Comparative Analysis Of Performance Of Tata Mutual Fund And Sbi Mutual Fund

Abstract

Investors have a lot of options when picking which mutual fund to invest in. Although the three main options—equity, debt, and hybrid funds—seem straightforward enough, there are currently more than 2000 portfolios available in India for investors to pick from. This is because there are numerous subcategories within each of the three categories, and numerous fund companies provide funds that are similar to one another. While having options is unquestionably a positive thing, having too many possibilities might make choosing a fund challenging. Additionally, as investing requires a long-term commitment with your hard-earned money, picking the best mutual fund is essential for reaching long-term objectives. This is where researching several mutual funds of various kinds will assist you in choosing the appropriate investment plans. Investors can choose plans that are in line with their investment goals and create investment portfolios that minimise overall risk and maximise return by having a clear understanding of how to compare mutual fund performance and other aspects. In this study, the performance of a debt mutual fund scheme and an equity mutual fund scheme is to be compared in terms of return and risk assessment. A number of financial ratio analyses, including annual returns (of 1, 3, and 5 years), the Sharpe ratio, the Treynor ratio, Jensen's alpha ratio, and the beta ratio, were examined to complete the analysis of last years as on November 2022.The results of the analysis were diverse and varied.

Key Words

Mutual Funds, Equity Funds, Jensen’s Ratio, Sharpe ratio, Trey nor ratio, Beta

Cite This Article

" A Comparative Analysis Of Performance Of Tata Mutual Fund And Sbi Mutual Fund", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.9, Issue 12, page no.f199-f210, December-2022, Available :http://www.jetir.org/papers/JETIR2212529.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 Analysis Of Performance Of Tata Mutual Fund And Sbi Mutual Fund", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.9, Issue 12, page no. ppf199-f210, December-2022, Available at : http://www.jetir.org/papers/JETIR2212529.pdf

Publication Details

Published Paper ID: JETIR2212529
Registration ID: 506370
Published In: Volume 9 | Issue 12 | Year December-2022
DOI (Digital Object Identifier):
Page No: f199-f210
Country: Udham Singh Nagar, Uttarakhand, India .
Area: Commerce
ISSN Number: 2349-5162
Publisher: IJ Publication


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