Portfolio Performance Evaluation of Mutual Funds in India a  A Study of Hybrid Growth Funds

Portfolio Performance Evaluation of Mutual Funds in India a A Study of Hybrid Growth Funds

Ch. Usha Rekha

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Dr. K.Rajender

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Haramaya University

Portfolio Performance Evaluation of Mutual Funds in India a A Study of Hybrid Growth Funds

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Abstract

This research paper attempts to study the portfolio performance evaluation of selected Hybrid growth schemes using Net Asset Values, Return, Beta and Standard Deviation and further used the risk adjusted evaluation methods such as Sharpe, Treynor, and Sortino Ratio. Researchers only emphasized on secondary data sources and selected 12 Mutual Fund schemes of 6 mutual fund institutions and the period of study is kept limited for 5 years i.e. from 2007-08 to2011-2012. To test the significance; F-test and Spearman’s rank correlation were used and found out that there is significant difference between NAV’s of two select categories, There is significant difference between scheme returns and benchmark returns of both Hybrid Equity Oriented (HEO) schemes and Hybrid Debt Oriented (HDO) schemes, there is mismatch between ranks of Risk and return of sample funds and the unique risk was meager. On the whole, the performance of the sample Hybrid funds during the study period was average.

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Funding

No external funding was declared for this work.

Conflict of Interest

The authors declare no conflict of interest.

Ethical Approval

No ethics committee approval was required for this article type.

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How to Cite This Article

Ch. Usha Rekha. 2014. \u201cPortfolio Performance Evaluation of Mutual Funds in India a A Study of Hybrid Growth Funds\u201d. Global Journal of Management and Business Research - C: Finance GJMBR-C Volume 14 (GJMBR Volume 14 Issue C4).

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GJMBR Volume 14 Issue C4

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Journal Specifications

Crossref Journal DOI 10.17406/GJMBR

Print ISSN 0975-5853

e-ISSN 2249-4588

Keywords

beta hybrid funds portfolio performance evaluation Sharpe ratio sortino ratio standard deviation treynor ratio

Submission ReceivedDecember 10, 2013
Peer Review Double Blind
Handling Editor
Accepted January 1, 2014
Published January 15, 2014

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v1.2

Issue date

September 4, 2014

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Article Matrices

Total Score: 107

Country: India

Subject: Global Journal of Management and Business Research - C: Finance

Authors: Ch. Usha Rekha, Dr. K.Rajender (PhD/Dr. count: 1)

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