Evaluating the Performance of Selected Hybrid Mutual Funds
نویسندگان
چکیده
Though there are numerous financial assets in our capital market for the investors to invest their money attainment of more return, Mutual Funds play a predominant role acting as most favorable asset increase wealth by offering schemes. Investors who eyeing on mix various one single scheme can consider investing hybrid funds. That is why we conducting study selected mutual types funds have taken 5 Hybrid Equity with Regular Plan and Growth Option. The Financial ratio analysis used performance evaluation fund, that taking NAV (Net Asset Value) return recent years data. Finding Standard deviation, Beta, Sharpe ratio, Jensen Treynor’s based last five years’ Performance Evaluation fund schemes important both well portfolio managers, which enables access how much generated manager what risk been assumed use helps us know about components knowledge performance, its relationship market, growth, regulation, risk, involved. existing was supposed be beneficial present potential investors, managers agents future research scholars. This will show you calculations Return, Risk, risk-adjusted ratios like Sharpe’s, Jensen’s Ratio.
منابع مشابه
Performance Evaluation of Closed Ended Mutual Funds in Pakistan
Mutual funds are the best tool to mobilize savings and investments in an economy and Pakistan is the pioneer in South Asia, but this industry is not as much mature in comparison to its age in Pakistan. This paper examines the performance of closed ended mutual funds in Pakistan by using five different ranking measures during a period of January 2009 to December 2013 and the sample consists of o...
متن کاملPerformance Persistence in Mutual Funds:
* The authors thank Russ Wermers for conversations related to performance persistence. The authors will not enter into any correspondence with members of the public concerning this report.
متن کاملRisk-Adjusted Performance of Mutual Funds
T he number of mutual funds has grown dramatically in recent years. The Financial Research Corporation data base, the source of data for this article, lists 7,734 distinct mutual fund portfolios. Mutual funds are now the preferred way for individual investors and many institutions to participate in the capital markets, and their popularity has increased demand for evaluations of fund performanc...
متن کاملTime-varying performance of international mutual funds
Article history: Received 5 May 2010 Received in revised form 1 February 2012 Accepted 1 March 2012 Available online 8 March 2012 We examine the ability of oneand two-factor regime switching models to describe US, developed, and emerging market mutual fund returns. We find that a two-factor fixed transition probability model adequately describes the multivariate series of mutual fund returns wi...
متن کاملFuzzy Multi-Criteria Decision-Making for Evaluating the performance of mutual funds
This paper describes a fuzzy hierarchical analytic approach to determine the weighting of subjective judgments. In addition, it presents a nonadditive fuzzy integral technique to evaluate a mutual fund case as a fuzzy multi-criteria decision-making (FMCDM) problem. When the investment strategies are evaluated from various aspects, such as market timing, stock selection ability, fund size and te...
متن کاملذخیره در منابع من
با ذخیره ی این منبع در منابع من، دسترسی به آن را برای استفاده های بعدی آسان تر کنید
ژورنال
عنوان ژورنال: Shanlax international journal of management
سال: 2023
ISSN: ['2321-4643', '2581-9402']
DOI: https://doi.org/10.34293/management.v10i3.6113