Authors :
Apollo Ghosh
Volume/Issue :
Volume 8 - 2023, Issue 3 - March
Google Scholar :
https://bit.ly/3TmGbDi
Scribd :
https://bit.ly/3LNyILR
DOI :
https://doi.org/10.5281/zenodo.7765268
Abstract :
Mutual Fund investments are becoming the
most attractive and popular investment options among
the investors of various class in India and abroad. There
has been boom in Asset management Companies from 33
in 2000 to 44 in 2022. Asset under management in
Mutual Fund industry has increased from Rs7.53 Lakhs
Crores in 2012 to Rs 39.33 Lakhs Crores in 2022. The
risk- return balance is much better compared to equity
shares and bank fixed deposits. With the introduction of
large spectrum of Mutual Funds such as Equity : Large
Cap, Mid Cap, Small Cap, Multi cap, Flexi Cap, ELSS,
Value and Hybrid, Debt: Long, Medium and Short
Term, Dynamic Bond, Corporate Bond and Technology
Funds, the investors are required to select and enter into
various financial instruments as per their identified
goals. The study involves Performance Analysis of
Mutual Funds in category of Mid Cap fund using
financial and investment techniques of daily NAVs over
a period of 10 years. Statistical tools have been used for
calculation of returns and risks.
Keywords :
Mutual Fund, Mid Cap Fund, Sharpe, Treynor's & Jensen’s Measure, Beta
Mutual Fund investments are becoming the
most attractive and popular investment options among
the investors of various class in India and abroad. There
has been boom in Asset management Companies from 33
in 2000 to 44 in 2022. Asset under management in
Mutual Fund industry has increased from Rs7.53 Lakhs
Crores in 2012 to Rs 39.33 Lakhs Crores in 2022. The
risk- return balance is much better compared to equity
shares and bank fixed deposits. With the introduction of
large spectrum of Mutual Funds such as Equity : Large
Cap, Mid Cap, Small Cap, Multi cap, Flexi Cap, ELSS,
Value and Hybrid, Debt: Long, Medium and Short
Term, Dynamic Bond, Corporate Bond and Technology
Funds, the investors are required to select and enter into
various financial instruments as per their identified
goals. The study involves Performance Analysis of
Mutual Funds in category of Mid Cap fund using
financial and investment techniques of daily NAVs over
a period of 10 years. Statistical tools have been used for
calculation of returns and risks.
Keywords :
Mutual Fund, Mid Cap Fund, Sharpe, Treynor's & Jensen’s Measure, Beta
