Record Details

Comparative Analysis of Risk, Return and Diversification of Mutual Fund

Journal of Economics and Business Research

View Archive Info
 
 
Field Value
 
Title Comparative Analysis of Risk, Return and Diversification of Mutual Fund
 
Creator Ahmad, Rais
Nomani, Abuzar
 
Description Mutual Funds have become a widely popular and effective way for investors to participate in financial markets in an easy, low-cost fashion, while muting risk characteristics by spreading the investment across different types of securities, also known as diversification. It can play a central role in an individual's investment strategy. With the plethora of schemes available in the Indian markets, an investors needs to evaluate and consider various factors before making an investment decision. The present investigation is aimed to examine the performance of safest investment instrument in the security market in the eyes of investors. Five mutual fund large cap scheme have been selected for this purpose.The examination is achieved by assessing various financial tests like Sharpe Ratio, Standard Deviation, Alpha, and Beta. Furthermore, in-depth analysis also has been done by considering return over the period of last five years on various basis, expenses ratio, corpus-size etc. The data has been taken from various websites of mutual fund schemes and from www.valueresearch.com. The study will be helpful for the researchers and financial analysts to analyze various securities or funds while selecting the best investment alternative out of the galaxy of investment alternatives.
 
Publisher Journal of Economics and Business Research
 
Contributor —
 
Date 2015-01-06
 
Type info:eu-repo/semantics/article
info:eu-repo/semantics/publishedVersion
Peer-reviewed Article
 
Format application/pdf
 
Identifier http://www.uav.ro/jour/index.php/jebr/article/view/435
 
Source Journal of Economics and Business Research; Vol 21, No 1 (2015): J of Economics & Business Research; 69 -83
2069-9476
2068-3537
 
Language eng
 
Relation http://www.uav.ro/jour/index.php/jebr/article/view/435/pdf_151