ISSN 2394-5125
 

Research Article 


A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R.

Abstract
Mutual funds are best investment avenues for large number of investors in recent years. Risk and
return are the basic features of mutual fund. The present study evaluates and compares the performance of Index
mutual fund schemes of three Asset Management Companies (Birla sun life, Franklin India and HDFC). The
schemes are Birla Sun life Index fund, Franklin India Index fund, HDFC index fund nifty plan, HDFC index fund,
Sensex plan. The period of the study is 8 years starting from Apri1 2011 to March 2019. Benchmark index is BSE
200. The research study has analyzed the performance of Index Mutual Fund Schemes of Selected Asset
Management Companies. The methodology of the present study includes sampling, data collection and data
analysis and tools used for the study. The present research study is based on purely secondary data. The NAV has
been obtained from Association of Mutual Funds of India (AMFI) and other secondary data obtained from books,
Journals and respective mutual fund websites. In this study, different statistical tools have been applied like
average, Standard Deviation and other financial tools which are Sharpe Index, Treynor‟s Index and Jensen Alpha
etc., for processing the data to give reliable conclusion.

Key words: Performance, Mutual Funds, Risk-Returns, Risk-Adjusted Return


 
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How to Cite this Article
Pubmed Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. JCR. 2020; 7(10): 2650-2659. doi:10.31838/jcr.07.10.439


Web Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. http://www.jcreview.com/?mno=128227 [Access: August 17, 2021]. doi:10.31838/jcr.07.10.439


AMA (American Medical Association) Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. JCR. 2020; 7(10): 2650-2659. doi:10.31838/jcr.07.10.439



Vancouver/ICMJE Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. JCR. (2020), [cited August 17, 2021]; 7(10): 2650-2659. doi:10.31838/jcr.07.10.439



Harvard Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R (2020) A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. JCR, 7 (10), 2650-2659. doi:10.31838/jcr.07.10.439



Turabian Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. 2020. A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. Journal of Critical Reviews, 7 (10), 2650-2659. doi:10.31838/jcr.07.10.439



Chicago Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. "A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA." Journal of Critical Reviews 7 (2020), 2650-2659. doi:10.31838/jcr.07.10.439



MLA (The Modern Language Association) Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R. "A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA." Journal of Critical Reviews 7.10 (2020), 2650-2659. Print. doi:10.31838/jcr.07.10.439



APA (American Psychological Association) Style

Dr. K.R. SIVABAGYAM, ASWIN.M, VISHNU.M, AAFRIN.NM, SIVA CHANDIRAN.R (2020) A STUDY ON THE PERFORMANCE OF SELECTED INDEXED FUNDS IN INDIA. Journal of Critical Reviews, 7 (10), 2650-2659. doi:10.31838/jcr.07.10.439