What question did this study set out to answer?

To evaluate the performance of balanced mutual funds in India, focusing on key schemes from top asset management companies.

May 7, 2026Open Access

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

View Full Paper

Ask AI

Bookmark

Authors

Analysis reveals that investment decisions impact mutual fund performance in asset management companies, suggesting key drivers for investors.

To evaluate the performance of balanced mutual funds in India, focusing on key schemes from top asset management companies.
Evaluated balanced mutual fund schemes from SBI, ICICI, HDFC, Nippon India, and Kotak Mahindra.
Assessed performance based on Average return, Sharpe Index, and Treynor Index over 5 years.
Compared the performance of various schemes to determine the best option.
SBI Balanced Advantage Fund outperformed all other schemes evaluated.
Performance evaluation used standardized metrics: Average return, Sharpe Index, and Treynor Index.

Patnaik et al. (2025) studied this question.

View Full Paper

Ask AI

Bookmark

Analysis reveals that investment decisions impact mutual fund performance in asset management companies, suggesting key drivers for investors.