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    This document contains 10 abstracts from research papers on performance analysis and trends in the Indian mutual fund industry. Several papers analyze the risk-adjusted returns of various mid-cap, small-cap, debt and equity mutual fund schemes compared to benchmarks. Other papers examine trends in assets under management, sales and redemptions over time. Factors influencing retail investors' preferences are also studied, finding that returns, taxes and price appreciation are top factors.

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    Articles

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    Shivamitra Chiruthani
    105 views5 pages
    This document contains 10 abstracts from research papers on performance analysis and trends in the Indian mutual fund industry. Several papers analyze the risk-adjusted returns of various mid-cap, small-cap, debt and equity mutual fund schemes compared to benchmarks. Other papers examine trends in assets under management, sales and redemptions over time. Factors influencing retail investors' preferences are also studied, finding that returns, taxes and price appreciation are top factors.

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    This document contains 10 abstracts from research papers on performance analysis and trends in the Indian mutual fund industry. Several papers analyze the risk-adjusted returns of various mid-cap, small-cap, debt and equity mutual fund schemes compared to benchmarks. Other papers examine trends in assets under management, sales and redemptions over time. Factors influencing retail investors' preferences are also studied, finding that returns, taxes and price appreciation are top factors.

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    © All Rights Reserved
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    Download as docx, pdf, or txt
    105 views5 pages

    Articles

    Uploaded by

    Shivamitra Chiruthani
    This document contains 10 abstracts from research papers on performance analysis and trends in the Indian mutual fund industry. Several papers analyze the risk-adjusted returns of various mid-cap, small-cap, debt and equity mutual fund schemes compared to benchmarks. Other papers examine trends in assets under management, sales and redemptions over time. Factors influencing retail investors' preferences are also studied, finding that returns, taxes and price appreciation are top factors.

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    1.

    Performance Analysis of Mutual Funds-A Study on Selected Mid Cap


    and Small Cap Funds

    AUTHOR: O.V.A.M SRIDEVI (2018)

    WEBSITE:

    ABSTRACT: To study the current status of mutual funds in India, to measure the risk-
    return relationship and market volatility of the selected mutual funds. To examine the
    performance of selected schemes. Samples of mid cap and small cap funds were collected
    and various tools like Sharpe, Treynor and Jensen were used to measure performance.
    Results of the study have showed that out of the two scheme of both mid cap and small
    cap funds have evidences of outperforming the benchmark return. Not all the funds have
    represented positive values. In Mid cap fund the performance, Axis balanced fund is very
    insignificant where as in the small cap fund the performance, HSBC Balanced is
    considered desirable. However from the above study it can be said that the schemes have
    diversified results.

    2. Performance evaluation of Indian equity mutual fund schemes.

    AUTHOR: SARANYA, PARTHIBAN THANGAVEL (2018)

    WEBSITE:

    ABSTRACT: To study the performance of selected mutual funds schemes under


    different 5 categories. To measure the return earned by the sample mutual funds schemes
    and compare against the benchmark market returns. To examine the degree of correlation
    that exists between fund and market return. To know whether the mutual funds are able to
    provide reward to variability and volatility. Various statistical tools like standard
    deviation, BETA tool. Treynor ratio etc were used. From the study we conclude that the
    Mutual Fund is a safe investment tool. Mutual Fund is the only opportunity many
    investors have for investing in an intelligent diversified manner. After studying and
    analyzing different mutual fund schemes the following conclusions can be made. The
    most important considerations while making investment decision was return aspect
    followed by safety, liquidity, and taxability. On the basis of the analysis the performance
    of the study can be concluded to be good and those who want to eliminate risk element
    and want to reap better return than it would be advisable to go for debt or arbitrage
    schemes, which ensures both return and safety.
    3. A study on performance evaluation of selected Debt Mutual Funds in
    India.

    AUTHOR: YASHASVI, R. RAJPARA (2017)

    WEBSITE:

    ABSTRACT: To know which schemes give highest return in India. To examine the risk
    and return component among these mutual funds. To evaluate and compare the
    performance of debt mutual fund schemes of selected companies. Secondary data of top
    five asset management companies was taken into consideration. NAVs, ranking and
    return were used to compare various schemes. The researcher found which scheme was
    doing in a better way. He also concluded that people are gaining interest to invest in debt
    mutual funds. He also concluded that rational investors are more interested in debt funds
    rather than the other funds.

    4. Performance and Analytical study of various mutual funds

    AUTHOR: POONAM DEVI (2017)

    WEBSITE:

    ABSTRACT: To understand the perception of investors towards mutual funds, to know


    the expectation of people for the return on mutual funds. Various data interpretation
    methods and presentation methods were used. Mostly, primary data was used by the
    researcher. Most of the investors like to invest in mutual funds. Most of the people like to
    invest their money for one or three years to get returns on their investments. People invest
    in mutual funds to get higher returns and tax benefits.

    5. A study of recent trends in Indian Mutual Fund Industry

    AUTHOR: MITAL BHAYANI (2017)

    WEBSITE:

    ABSTARCT: To study recent trends in growth of Mutual Fund Industry on following


    points. - Total assets, Investors types and Location wise Secondary data were collected
    and it was presented through various tables and charts to understand the recent trends. It
    is observed that even though mutual fund industry seems to grow in India, the growth is
    concentrated both with respect to investor category and place. It is dominated by
    Institutional investors, T- 15 cities and debt oriented schemes leaving huge scope for
    growth. But large segment of investor are still outside the umbrella of the industry. The
    reach of the fund houses to different segments of investors is still a key challenge. One
    possible solution could be increasing financial knowledge and awareness to stimulate
    investors in mutual fund investment. This will attract investors towards mutual fund
    investment. The limited distribution network and investor service can be enhanced for
    wider reach beyond large cities.

    6. A comparative e study on performance evaluation of sectorial mutual


    fund schemes of Indian companies

    AUTHOR: SHEFALI GUPTA (2015)

    WEBSITE:

    ABSTARCT: To evaluate and compare the performance of sectorial equity mutual


    funds. To compare the performance of selected equity schemes vis-à-vis the market.
    The data was gathered from secondary sources. Mutual funds from five sectors were
    taken and various tools like SHARPE, Jensen Alpha and Treynor were used. All five
    sectors’ funds had positive return during 2008 to 2012. Banking and finance, FMCG and
    healthcare and technology funds have performed well as compared to SENSEX returns.

    7. Growth and Performance of Indian Mutual Fund Industry during Past


    Decades

    AUTHOR: V. RAMANUJAM AND A BHUBANESWARI (2015)

    WEBSITE:

    ABSTRACT: To analyze Growth of Asset under Management, to analyze the growth of


    Sector wise mutual fund sales and mutual fund redemption, to analyze the Scheme wise
    resource mobilization by mutual fund, to examine the total number of Schemes and
    Number of folios. The study is descriptive in nature. The study is based on the secondary
    data includes books, journals, periodicals, publication of various mutual fund
    organizations, website of AMFI, website of SEBI, government publications and websites
    of various mutual fund companies. The asset under management showed the growth of
    Rs. 9, 05,120. The asset under management of all the sectors, mutual fund sales, mutual
    fund redemption, and scheme wise resource mobilization, total number of schemes has
    been increased from the year 2004 to 2014. The total number of folios shows decrease
    from the year 2004 to 2014 due to number of folios reduced in growth and funds of fund
    schemes.

    8. A Study on Factors Affecting Investment on Mutual Funds and Its


    Preference of Retail Investors

    AUTHOR: ARTHY B, ASWATHY A NAIR (2015)

    WEBSITE:

    ABSTRACT: To analyze the factors influencing investment decisions of retail investors


    in Mutual funds, to study the investors’ perception and preference towards Mutual funds.
    A questionnaire was filled by the respondents and personal interview method was also
    used. The mutual funds have emerged as one of the important classes of financial
    intermediaries which cater to the needs of the retail investors. The major factors
    influencing the investment decision of retail investors are tax benefits, high return, and
    Price and capital appreciation. Equity based schemes are the most preferred. Bitter past
    experience is the major preventing factor while considering investment decisions.

    9. Performance evaluation of mutual funds: A study of selected diversified


    equity mutual funds in India

    AUTHOR: VIKAS CHAUDHARY (2014)

    WEBSITE:

    ABSTARCT: To study the performance of Selected Diversified Equity Mutual Funds in


    India To compare the performance of Selected Diversified Equity Mutual Funds in India.
    The data of 8 mutual fund schemes was taken as secondary source after that many tools
    like standard deviation and other tools were used to consider the beta means systematic
    risk This study provides some insights on mutual fund performance so as to assist the
    common investors in taking the rational investment decisions for allocating their
    resources in correct mutual fund scheme. The data employed in the study consisted of
    monthly evaluation for the open-ended schemes. The study utilized benchmark portfolios
    according to the scheme objective such as BSE Sensex for all growth/equity schemes.
    The performance of sample mutual fund schemes has been evaluated in terms of return
    and risk analysis, and risk adjusted performance measures such as Sharpe ratio and trey
    nor ratio.

    10.Investing performance of equity-based mutual fund schemes in Indian


    scenario

    AUTHOR: SATHYASWAROOP DEBASISH(2009)

    WEBSITE:

    ABSTARCT: To measure the return earned by the sample mutual fund schemes and
    compare against the market portfolio returns, to analyze the excess return per unit of risk
    evidenced by mutual fund schemes belonging to public and private sectors. Various tools
    like mean return, beta tool and Sharpe and Jensen alpha were used. The small investors
    are well advised to analyze the return and risk parameters of the mutual funds over longer
    period of time. In times of high stock market volatility, mutual funds are the best source
    of investments with assured and adequate returns.

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