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.

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ژورنال

عنوان ژورنال: Shanlax international journal of management

سال: 2023

ISSN: ['2321-4643', '2581-9402']

DOI: https://doi.org/10.34293/management.v10i3.6113