What question did this study set out to answer?

To establish a comparative framework for evaluating the risk-adjusted returns of top Indian pure equity growth funds using standard financial benchmarks.

September 1, 2010Adarsh Journal of Management ResearchOpen Access

Performance Evaluation of Equity Based Mutual Funds in India

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Authors

KHKiran HiremathJain University RSR. ShaliniSRM University SGSomi Ghosh

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Implication

Performance analysis reveals distinct risk-adjusted return profiles among leading Indian equity funds, highlighting benchmark-driven strategies for retail investors in volatile markets.

Key Points

To establish a comparative framework for evaluating the risk-adjusted returns of top Indian pure equity growth funds using standard financial benchmarks.
Evaluated the top 10 pure equity mutual funds in India using established financial market indices.
Assessed total risk and systematic risk parameters using standard deviation and beta.
Calculated risk-adjusted portfolio performance using Sharpe's measure and Treynor's measure.
Application of Sharpe's and Treynor's measures differentiated fund performance based on excess returns per unit of total and systematic risk.
Standard deviation and beta metrics successfully quantified the risk-return profiles, identifying funds that effectively mitigated market volatility relative to broad market benchmarks.

Cite This Study

Hiremath et al. (2010) studied this question.

synapsesocial.com/papers/6a71df075d37378ac1dee0be https://doi.org/10.21095/ajmr/2010/v3/i2/88965

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Implication

Performance analysis reveals distinct risk-adjusted return profiles among leading Indian equity funds, highlighting benchmark-driven strategies for retail investors in volatile markets.

Performance Evaluation of Equity Based Mutual Funds in India

Discussion

Member takes

Implication

Key Points

Cite This Study

Performance Evaluation of Equity Based Mutual Funds in India

Discussion

Member takes

Implication

Key Points

Cite This Study

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