A comparative analysis of mutual fund schemes in india dr sarita bahl meenakshi rani studied the performance of selected schemes of mutual funds based on risk and return the study revealed that franklin templeton and uti were the best performers and birla sun life, hdfc and lic mutual funds showed poor performance ali, naseem and. Download free reports from india's independent mutual fund research house search thursday, october 25, 2018 hdfc long term advantage & hdfc premier multi cap fund: dividend aug 18, 2011 fund news: hdfc mutual fund declares dividend under equity schemes | feb 07, 2011 more news and analysis on this fund contact information. Get complete performance and analysis of hdfc hybrid equity fund-dividend quarterly hybrid returns, charts, and more it is a 5 by 5 matrix constructed using the value research fund risk grade and the return grade high above average average below average low low below average » hdfc mutual fund » hsbc mutual fund » icici. Comparative study on performance evaluation of mutual fund schemes of indian companies risk-return analysis, treynor's ratio, sharp's ratio, sharp's measure, jensen's the sample amcs are hdfc, icici pru life, reliance, uti and birla sun life five equity diversified mutual fund schemes each from selected amcs is selected randomly.
The broker has an in-house research team that provides reports and recommendations across financial segments including equity, derivatives, currency and mutual funds apart from specific reporting on certain occasions (budget, ipo etc. Mr setalvad is a b sc and mba from university of north carolina prior to joining hdfc amc he has worked with new vernon advisory services ltd, hdfc amc and ing barings nv the scheme aims at generating long-term returns and maintaining risk under control by investing around 40 to 60 percent of. There are five main indicators of investment risk that apply to the analysis of stocks, bonds and mutual fund portfolios they are alpha, beta, r-squared, standard deviation and the sharpe ratio. However, to comply with sebi's diktat on mutual fund categorisation, hdfc mf needed to categorise them differently merging the schemes would have been an imprudent strategy, given that hdfc balanced fund has an aum of rs 21,000 crore and hdfc prudence fund a corpus of rs 38,000 crore.
The fund’s maximum exposure to a single bond is 3-4 per cent, mitigating credit risk the scheme currently carries an attractive yield-to-maturity of 97 per cent investors with a 2-3-year horizon and a high risk appetite can invest in the fund. Hdfc mutual fund hdfc mutual fund was set up on june 30, 2000 with two sponsors namely housing development finance corporation ltd and standard life insurance ltd hdfc mutual fund came into existence on 10 dec 1999 and got approval from the sebi on 3rd july 2000. Sharpe ratio = (return of the fund – risk free return) / standard deviation of the return of the fund a higher sharpe ratio is preferable as it denotes higher returns for the risk taken a negative sharpe ratio indicates that the fund is performing worse than a riskless asset.
Mutual fund, risk factor, risk-return investment, safety, security, secondary data is taken as a basis of analysis in this research top five asset management companies is selected as per aum as on march 4, 2014 five equity diversified mutual fund icici mutual fund has performed well birla sl intl equity a -direct (g) and dws top. Hdfc mutual fund: get the latest information on hdfc mutual fund schemes, returns, latest nav, ratings hdfc mutual fund manager, hdfc mutual fund application form. Analysis of the previous ten years’ annual returns will be used to analyze the risk and return of the mutual fund and propose suitable conclusions pertaining to future investments in the mutual funds.
Kothari pioneer mutual fund was the first fund to be established by the private sector in association with a foreign fund as at the end of financial year 2000(31st march) 32 funds were functioning with rs 1, 13,005 crores as total assets under management. Kiplinger mutual fund finder: with this search and comparison tool from long-trusted financial resource, kiplinger, investors can research a specific fund, find funds that match a specific search criteria, compare multiple funds and download and save fund data for personal analysis. Hdfc tax saver fund is an equity linked savings fund from hdfc mutual fund, having objective of wealth creation in the long term launched in march 1996, hdfc tax saver is one of the oldest funds in the elss category. Thanks for a2a, hdfc equity fund completed its 20 years in 2015 it is one of the oldest and successful fund and seen many major market ups and downs like technology bubble, satyam scam and recent market up by 30% due to bjps win.
A study on risk-return analysis of hdfc and icici securities (with reference to ventura securities ltd) a project report submitted to jawaharlal nehru technological university, hyderabad, in partial fulfillment of the requirements for the award of the degree of master of business administration by aisha begum reg no 10241e0003 under the guidance of sravindra chary associate professor. Funds” to understand the mutual fund industry & its impact on the retail investors on one hand and its risk & return on the other to be specific following are the main objective of the present research study. Analysis of mutual fund investors” to understand the attitude, hdfc amc reliance amc icici prudential amc other amcs 1500 1375 1250 2625 10 2125 b 2001 a study of mutual funds in india, unpublished research paper under the aegis of faculty of management studies, university of delhi  muthappan, p k 2006 problems and. Odd mix in fund flows this year a move to passive and rising rates are clearly driving some flows, but there are fewer distinct themes in flows this year, says russ kinnel.
Mutual fund analytics portfolio analytics with over a decade spent as the foremost data and solutions provider to the indian mutual fund industry, icra online offers the most comprehensive solutions in the portfolio analytics sphere. Hdfc asset management company ltd (amc) was incorporated under the companies act, 1956, on december 10, 1999, and was approved to act as an asset management company for the hdfc mutual fund by sebi vide its letter dated july 3, 2000. Category-wise return of mutual funds 14: annexure for such investors ‘hdfc equity opportunity fund – series 2’ is an ideal investment opportunity the fund is designed in such a waythat it can yield unlimited profit with limited downside risk risk factors fund facts scheme name hdfc eof -ii -1126d may 2017 (1) schemetype. The name/letters hdfc in the name/logo of the company belongs to housing development finance corporation limited and is used by hdfc life under a licence/agreement for more details on risk factors, associated terms and conditions and exclusions, please read the sales brochure carefully before concluding a sale arn: ec/06/2017/9792.