Risk & Return Anlysis With Performance Evaluation Of Selected Mutual Fund Schemes: An Empirical Study

Document Type : Primary Research paper


1 Director Academics, Principal I/c VishwaVishwani School of Business, Thumkunta, Hyderabad 500078, Telangana State

2 VishwaVishwani School of Business, Thumkunta, Hyderabad-500078, Telangana State

3 Director, IMBA, VishwaVishwani School of Business, Thumkunta, Hyderabad-500078, Telangana State

4 MBA, MPhil(Ph.D) Research Scholar, Dept. of Business Administration, Acharya Nagarjuna University, Guntur -523105, Andhra Pradesh


A mutual fund is a trust that pools the savings of a number of investors who share a common financial goal. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The cash accordingly gathered is then put into capital market instruments like shares, debentures and different securities. The returns acquired through these shared by its unit holders with respect to the quantity of units possessed by them. The wide assortment of plans coasted by mutual fund organizations gave wide venture decision for the financial backers. Among wide assortment of options differentiated fund is considered an alternative for direct financial exchange venture. In this research paper an attempt is made to analyze the performance of the growth oriented equity diversified schemes on the basis of return and risk evaluation and along with to evaluate the performance of selected schemes of different mutual funds in India. The sample consists of 2(Equity Linked and Balanced with each scheme Dividend and Growth options) schemes from the selected two public limited and two private limited companies over a study period of 6 Months spanning from September 2020 to February 2021. The performance of selected funds is evaluated by using statistical tools like average rate of return of funds, standard deviation, and risk adjusted techniques are used by using Sharpe’s ratio, Treynor’s ratio and Jensen’s ratio with ranks has done for the purpose of analysis.