Performance of mutual funds : a comparative study of prominent multi capital and large capital funds

المؤلفون المشاركون

Bin Latifah, Munyah
Dirbali, Abd al-Qadir
al-Najjar, Ahmad K.
Jamil, Lamya

المصدر

Management and Economics Research Journal

العدد

المجلد 2، العدد 4 (31 ديسمبر/كانون الأول 2020)، ص ص. 27-44، 18ص.

الناشر

جامعة زيان عاشور بالجلفة كلية العلوم الاقتصادية و العلوم التجارية و علوم التسيير

تاريخ النشر

2020-12-31

دولة النشر

الجزائر

عدد الصفحات

18

التخصصات الرئيسية

الاقتصاد و التجارة

الملخص EN

The purpose of this paper is to compare the performance of prominent multi capital and large capital funds.

We examine the performance of 10 prominent funds under both the selected categories has been analyzed during the period of study from 2013 to 2018.

Their performance has also been compared against the two most diversified benchmark indices of India such as BSE 200 and Nifty 500.

We have also attempted to find out whether there is any considerable difference in the performance of the two categories of funds or not.

To do so, we employ a One-way Analysis of Variance (ANOVA) for the comparison of mutual funds as an econometric methodology for a period of study from 2013 to 2018 for a sample of 20 Indian mutual funds.

From the empirical findings, we find that the mutual fund schemes under both the categories such as Multi Capital Funds and Large Cap Funds have generated good returns over the period and that too with reasonable risk.

Therefore, it is very safe to conclude that they are a good investment option for an investor.

In terms of the performance of these mutual funds, the average monthly returns generated by the funds in each category are numerically different, but this difference has not been found statistically significant.

At the same time, there is no significant difference between these funds and NIFTY 500 as well as these funds and BSE 200 in terms of their returns.

نمط استشهاد جمعية علماء النفس الأمريكية (APA)

Dirbali, Abd al-Qadir& al-Najjar, Ahmad K.& Jamil, Lamya& Bin Latifah, Munyah. 2020. Performance of mutual funds : a comparative study of prominent multi capital and large capital funds. Management and Economics Research Journal،Vol. 2, no. 4, pp.27-44.
https://search.emarefa.net/detail/BIM-1322560

نمط استشهاد الجمعية الأمريكية للغات الحديثة (MLA)

Dirbali, Abd al-Qadir…[et al.]. Performance of mutual funds : a comparative study of prominent multi capital and large capital funds. Management and Economics Research Journal Vol. 2, no. 4 (2020), pp.27-44.
https://search.emarefa.net/detail/BIM-1322560

نمط استشهاد الجمعية الطبية الأمريكية (AMA)

Dirbali, Abd al-Qadir& al-Najjar, Ahmad K.& Jamil, Lamya& Bin Latifah, Munyah. Performance of mutual funds : a comparative study of prominent multi capital and large capital funds. Management and Economics Research Journal. 2020. Vol. 2, no. 4, pp.27-44.
https://search.emarefa.net/detail/BIM-1322560

نوع البيانات

مقالات

لغة النص

الإنجليزية

الملاحظات

Includes bibliographical references : p. 43-44

رقم السجل

BIM-1322560