International Journal of Banking, Risk and Insurance

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Mutual Funds in India:A Study on Select Equity-Oriented Hybrid Funds


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1 Department of Commerce, New Alipore College, Kolkata, West Bengal, India
     

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The conventional method of pooling savings by banks for financing industries is changing with time. Investors are resorting to equity-oriented instruments during the last few years. Maximisation of Return on Investment (ROI) with risk minimisation is an important objective of investors. For a retail investor, it may not always be possible to have adequate skill, knowledge, time, and inclination to keep track of events in capital markets. In such cases, mutual funds are there to cater to the needs of different types of investors. Mutual funds offer variety of flavours balancing the two important factors of risk and return. 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.
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  • www.amfiindia.com

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  • Respective websites of fund houses chosen for the purpose of study


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  • Mutual Funds in India:A Study on Select Equity-Oriented Hybrid Funds

Abstract Views: 441  |  PDF Views: 0

Authors

Atanu Ghosh
Department of Commerce, New Alipore College, Kolkata, West Bengal, India

Abstract


The conventional method of pooling savings by banks for financing industries is changing with time. Investors are resorting to equity-oriented instruments during the last few years. Maximisation of Return on Investment (ROI) with risk minimisation is an important objective of investors. For a retail investor, it may not always be possible to have adequate skill, knowledge, time, and inclination to keep track of events in capital markets. In such cases, mutual funds are there to cater to the needs of different types of investors. Mutual funds offer variety of flavours balancing the two important factors of risk and return. 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.

References