Performance Evaluation of Equity Oriented Mutual Fund Schemes in India

Ms. Nisha Rani; Dr. Raghav Jain

doi:10.65301/iitm.2023.14.2.444

Articles Volume 14 Issue 1 & 2 January-December 2023

DOI 10.65301/iitm.2023.14.2.444

Performance Evaluation of Equity Oriented Mutual Fund Schemes in India

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Published 2023-01-30

Pages 46-49

Abstract

This research paper aimed to study of Performance evaluation of Equity oriented Mutual Fund Schemes in India. The present chapter deals with evaluating the performance of Mutual Funds schemes with special reference to equity oriented schemes. Investment of these schemes is dominated by equity stocks. In other words, a major portion of funds collected by equity oriented schemes are invested in equity stock and instruments. To be categorised as equity mutual fund, SEBI guidelines require a fund to invest at least 65 percent of its assets in equity and equity related instruments.

Keywords

Mutual Fund Schemes Equity Stocks Performance Evaluation and SEBI

References

Jaspal, S. and Subhash, C. (2004). What drives the investors towards mutual funds: An empirical analysis? The ICFAI Journal of Applied Finance, Vol. 9 (8), 38-46
Jayadev, M. (1996). Mutual fund performance: An analysis of monthly returns. Finance India, 10 (1), 73-84.
Mansor, F. and Bhatti, M.I. (2011). Evidence of risk and return performance of Islamic mutual funds: The case of Malaysia. Global Economy and Finance Journal, 4(1), 19-31.
Panigrahi, C. M. A., Mistry, M., Shukla, R. and Gupta, A. (2020). A Study on performance evaluation of equity linked saving schemes (ELSS) of mutual funds. NMIMS Journal of Economics and Public Policy, 5(1).
Ratnaraju, P. and Madhav, V. (2016). A study on performance evaluation of mutual funds schemes in India. International Journal of Applied Business and Economic Research, 14 (6), 4283-4291.
Shankar, V. (1996). Retailing mutual funds: A consumer product model. The Hindu. Accessed as on 8th Aug. 2021 from https://www.thehindu.com/
Sharma, P. and Agrawal, P. (2015). Investors’ perception and attitude towards mutual fund as an investment option. Journal of Business Management & Social Sciences Research (JBM&SSR), 4 (2).

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Ms. Nisha Rani, Dr. Raghav Jain . (2023). Performance Evaluation of Equity Oriented Mutual Fund Schemes in India. IITM Journal of Management and IT, 14(2), 46-49.

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IITM Journal of Management and IT

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[1] Jaspal, S. and Subhash, C. (2004). What drives the investors towards mutual funds: An empirical analysis? The ICFAI Journal of Applied Finance, Vol. 9 (8), 38-46

[2] Jayadev, M. (1996). Mutual fund performance: An analysis of monthly returns. Finance India, 10 (1), 73-84.

[3] Mansor, F. and Bhatti, M.I. (2011). Evidence of risk and return performance of Islamic mutual funds: The case of Malaysia. Global Economy and Finance Journal, 4(1), 19-31.

[4] Panigrahi, C. M. A., Mistry, M., Shukla, R. and Gupta, A. (2020). A Study on performance evaluation of equity linked saving schemes (ELSS) of mutual funds. NMIMS Journal of Economics and Public Policy, 5(1).

[5] Ratnaraju, P. and Madhav, V. (2016). A study on performance evaluation of mutual funds schemes in India. International Journal of Applied Business and Economic Research, 14 (6), 4283-4291.

[6] Shankar, V. (1996). Retailing mutual funds: A consumer product model. The Hindu. Accessed as on 8th Aug. 2021 from https://www.thehindu.com/

[7] Sharma, P. and Agrawal, P. (2015). Investors’ perception and attitude towards mutual fund as an investment option. Journal of Business Management & Social Sciences Research (JBM&SSR), 4 (2).