International Journal For Multidisciplinary Research

E-ISSN: 2582-2160     Impact Factor: 9.24

A Widely Indexed Open Access Peer Reviewed Multidisciplinary Bi-monthly Scholarly International Journal

Call for Paper Volume 7, Issue 4 (July-August 2025) Submit your research before last 3 days of August to publish your research paper in the issue of July-August.

A Study on Performance Evaluation of Selected Mutual Fund Schemes in India

Author(s) Ms. Shefali Chaudhari, Dr. Mahammadrafique Meman
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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