
International Journal For Multidisciplinary Research
E-ISSN: 2582-2160
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A Widely Indexed Open Access Peer Reviewed Multidisciplinary Bi-monthly Scholarly International Journal
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Volume 7 Issue 4
July-August 2025
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A Study on Performance Evaluation of Selected Mutual Fund Schemes in India
Author(s) | Ms. Shefali Chaudhari, Dr. Mahammadrafique Meman |
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Country | India |
Abstract | This study evaluates the performance of open-ended Debt Growth Funds and Equity Savings Funds in India from April 2022 to March 2025 using daily NAV data from AMFI. The BSE Sensex was used as the market benchmark, and fund performance was assessed using Sharpe Ratio, Traynor Ratio, and Jensen’s Alpha. Results show that all schemes showed positive Sharpe and Jensen values, indicating that returns exceeded the risk-free rate. However, only 4 out of 10 debt mutual funds and 6 out of 10 equity Mutual funds showed positive Traynor Ratios, suggesting only some schemes adequately rewarded market risk. |
Keywords | Mutual Funds, NAV, Sharpe ratio, Traynor ration, Janson's Alpha |
Field | Business Administration |
Published In | Volume 7, Issue 4, July-August 2025 |
Published On | 2025-07-23 |
DOI | https://doi.org/10.36948/ijfmr.2025.v07i04.51721 |
Short DOI | https://doi.org/g9t2dp |
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E-ISSN 2582-2160

CrossRef DOI is assigned to each research paper published in our journal.
IJFMR DOI prefix is
10.36948/ijfmr
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