What question did this study set out to answer?

To evaluate the performance of balanced mutual funds in India.

May 7, 2026Open Access

Evaluating the Performance of Balanced Mutual Funds: Evidence From Indian Investment Schemes

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Analysis shows mutual fund returns impacted by economic factors, with SBI fund outperforming peers.

To evaluate the performance of balanced mutual funds in India.
Analysis of top 5 asset management companies' balanced schemes.
Evaluation based on Average return, Sharpe Index, and Treynor Index.
Data for evaluation spans a 5-year period.
SBI Balanced Advantage Fund was found to have the best performance among all schemes.
Performance assessed using multiple financial metrics.

Patnaik et al. (2025) studied this question.

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