Pdf Mutual Funds In India A Study On Select Equity Oriented Hybrid

Study Of Mutual Funds In India Pdf Beta Finance Mutual Funds 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. To conduct the study, the researchers selected 6 mutual fund amcs and 12 mutual fund open ended schemes; 6 from the category of hybrid equity oriented (heo) and 6 from hybrid debt oriented categories.

Are Hybrid Mutual Funds Less Risky Than Equity Mutual Funds A need was felt to test the above and consequently this paper analyses the performance of few funds from the perspective of risk and return. keywords: mutual fund, equity oriented hybrid funds, arithmetic mean, standard deviation, sharpe ratio, alpha, beta, r squared view pdf. This study made an attempt to analyze the performance of selected debt, equity and hybrid fund schemes and compare the performance of selected debt, equity and hybrid mutual fund schemes, measure. In the case of hybrid or balanced funds, if at least 65% of the assets are invested in domestic equity, they qualify as equity oriented funds. if an equity mutual fund is sold after holding it for a period of 12 months, then it qualifies for long term capital gains. Introduction according to association of mutual funds in india, a mutual fund is a pool of money managed by a professional fund manager. a number of small investors join hands and form a trust with a common investment objective and invest the amount in various type of securities e.g. equity, debt, money market instruments etc. the income and gain generated on this investment is distributed.

Difference Between Equity Debt And Hybrid Funds In the case of hybrid or balanced funds, if at least 65% of the assets are invested in domestic equity, they qualify as equity oriented funds. if an equity mutual fund is sold after holding it for a period of 12 months, then it qualifies for long term capital gains. Introduction according to association of mutual funds in india, a mutual fund is a pool of money managed by a professional fund manager. a number of small investors join hands and form a trust with a common investment objective and invest the amount in various type of securities e.g. equity, debt, money market instruments etc. the income and gain generated on this investment is distributed. Analysis and interpretation of the study: on the basis of objective 1: to analyze and evaluate the financial performance of “equity oriented”, “debt oriented” and “hybrid oriented” mutual fund schemes. 73.5% of investors invest their money in equity mutual funds and 17.3% of investors invest their money in hybrid mutual funds and 9.2% of investors invest their money in debt mutual funds.

Comparative Study Of Mutual Funds In India Analysis and interpretation of the study: on the basis of objective 1: to analyze and evaluate the financial performance of “equity oriented”, “debt oriented” and “hybrid oriented” mutual fund schemes. 73.5% of investors invest their money in equity mutual funds and 17.3% of investors invest their money in hybrid mutual funds and 9.2% of investors invest their money in debt mutual funds.