Comparative Study of Various Sectorial Mutual Funds

2016 ◽  
Vol 6 (2) ◽  
Author(s):  
Indrani Sengupta
Keyword(s):  
Comparative Analysis ◽  
Comparative Study ◽  
Hypothesis Testing ◽  
Mutual Funds ◽  
Capital Market ◽  
Mutual Fund ◽  
Low Cost ◽  
Financial Goal ◽  
The Common ◽  
Common Man

Mutual fund is a trust that pools the savings of a number of investors’ who share a common financial goal. Money collected from investors is invested in capital market instrument such as shares, debentures and other securities. Income earned through these investments and the capital appreciations realized are shared by its unit’s holder in proportion to the number of units owned by them. Thus a mutual fund is the most suitable investment to the common man as it offers an opportunity, to invest in a diversified, professionally managed basket of securities at relatively low cost. This paper attempts to discuss various types of sectorial mutual funds and its comparative analysis between two mutual funds from each category. Furthermore Sharpe’s, Treynor’s ratios are also being used along with hypothesis testing to substantiate the validity of the test.

scholarly journals A Study on Investor’s Attitude Towards SBI and HDFC Mutual Fund in Coimbatore City

2021 ◽  
pp. 443-447
Author(s):  
Dr. L. Senthilkumar
Keyword(s):  
Capital Market ◽  
Mutual Fund ◽  
Low Cost ◽  
Money Market ◽  
Short Term ◽  
Stated Objective ◽  
Financial Goal ◽  
Joint Ownership ◽  
The Common ◽  
Common Man

A Mutual Fund is a professionally-managed form of collective investments that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities. Mutual Fund is a trust that pools the savings of a number of investors who share a common financial goal. This pool of money is invested in accordance with a stated objective. The joint ownership of the fund is thus “Mutual”, i.e. the fund belongs to all investors. The money thus collected is then invested in capital market instruments such as shares, debentures and other securities. The income earned through these investments and the capital appreciations realized are shared by its unit holders in proportion the number of units owned by them. Thus a Mutual Fund is the most suitable investment for the common man as it offers an opportunity to invest in a diversified, professionally managed basket of securities at a relatively low cost.

Comparison Of Sharia Performance And Conventional Mutual Funds In Forming Optimal Portfolio

2021 ◽  
Vol 4 (3) ◽  
pp. 655-672
Author(s):  
Surono Surono ◽  
Rika Juwita ◽  
Ruslan Abdul Ghofur ◽  
Erike Anggraini
Keyword(s):  
Comparative Study ◽  
Hypothesis Testing ◽  
Mutual Funds ◽  
Capital Market ◽  
Optimal Portfolio ◽  
Purposive Sampling ◽  
Significant Difference ◽  
The Difference ◽  
Descriptive Method ◽  
Method Show

This research aims to analyze the differences in the performance of Islamic stock mutual funds and conventional stock mutual funds in forming an optimal portfolio using the Sharpe and Treynor models. Purposive sampling was used in determining the data sample which was then analyzed using the descriptive method with a comparative study during the period January 2018 to December 2019. Hypothesis testing used a different test to determine the difference between the two using the SPSS Application Tool. The results showed that the calculation of the performance of stock mutual funds using the Sharpe method, both Islamic and conventional stock mutual funds, there was no significant difference. Likewise, the results of the calculation of the performance of stock mutual funds using the Treynor method show that there is no difference between the performance of Islamic stock mutual funds and conventional stock mutual funds. This is one proof of the development of the Islamic economy in Indonesia, especially in the capital market, so that Islamic mutual funds can compete with conventional mutual funds.

A STUDY OF FACTORS THAT AFFECT THE SELECTION OF MUTUAL FUND SCHEMES BY INDIVIDUAL INVESTORS – WITH REFERENCE TO PUNE CITY

2018 ◽  
Vol 6 (26) ◽  
Author(s):  
Gauri Prabhu
Keyword(s):  
Mutual Funds ◽  
Capital Market ◽  
Mutual Fund ◽  
Investment Decision ◽  
Individual Investors ◽  
Risk Averse ◽  
Factors Affecting ◽  
Investment Plan ◽  
The Common ◽  
Selection Of

Mutual Fund is a form of investment where a common investor can participate in the Indian capital market with professional fund management irrespective of the amount invested. A large number of people are moving towards mutual fund investments through the route of systematic investment plan. The Indian mutual fund industry is growing steadily and this is reflected in the increase in Assets under management of various fund houses. The investment in Mutual funds is a relatively safer option for risk averse investors as they are less risky than directly investing in stocks. This research paper aims at finding out the factors affecting investment decision of mutual funds and the preference of investors to particular schemes of mutual funds. The findings will help mutual fund companies to identify the parameters which influence the investment decision of the common investor and also the preferences of particular schemes and fund houses by the investors

A Critical Analysis of Selected Public and Private Mutual Fund Schemes in India

2019 ◽  
Vol 118 (8) ◽  
pp. 28-34
Author(s):  
Dr. V. Murali Krishna ◽  
Dr T. Hima Bindu ◽  
Dr. Ravikumar Gunakala
Keyword(s):  
Mutual Funds ◽  
Capital Market ◽  
Mutual Fund ◽  
Portfolio Diversification ◽  
Financial Intermediaries ◽  
Public And Private ◽  
Fund Managers ◽  
Fixed Base ◽  
Banking Institutions ◽  
Different Levels

Mutual Fund Industry is one of the emerged dominant financial intermediaries in Indian Capital Market. The main objective of investing in a mutual fund is to diversify risk. Though the mutual fund invests in diversified portfolio, the fund managers take different levels of risk in order to achieve the schemes objectives. Mutual funds allow portfolio diversification and relative risk management through collection of funds from the savers/investors, the same investing in equity and debt stocks. This type of invested funds is managed by professional experts called as fund managers Funds are categorized as income should fixed base in India are a kind of mutual fund which makes investment in debt securities that have been issued to the corporate, banking institutions and to government in general

scholarly journals A STUDY ON RISK & RETURN ANALYSIS OF SELECTED SECURITIES IN INDIA

2020 ◽  
Vol 5 (4) ◽  
pp. 79-86
Author(s):  
P. Subramanyam ◽  
Nalla Kalyan
Keyword(s):  
Mutual Funds ◽  
Risk Taking ◽  
Capital Market ◽  
Mutual Fund ◽  
Policy Reforms ◽  
Important Place ◽  
Risk Return ◽  
Interesting Insight ◽  
Small Investors ◽  
Insight Into

The main objective of the study is to give investors a basic idea of investing into the mutual funds and encourage them to invest in those areas where they can maximize the return on their capital. The research provided an interesting insight into awareness about the mutual funds, risk taking abilities of investors and investment options preferred etc. The Indian Capital has been increasing tremendously during the last few years. With reforms of economy, reforms of investing policy, reforms of public sector and reforms of financial sector, the economy has been opened up and many developments have been taking place in the Indian money market and Capital market. In order to help the small investors, mutual fund industry has come to occupy an important place. This study helps us to understand how the companies diversify themselves in different sectors and in different companies to maximize the returns and to minimize the risks involved in it.

scholarly journals A Comparative Study on Performance of Open and Close-ended Mutual Funds in Pakistan

2015 ◽  
Vol 1 (1) ◽  
pp. 300
Author(s):  
Waqas Ahmad ◽  
Muhammad Sohaib Roomi ◽  
Muhammad Ramzan ◽  
Muhammad Zia-ur-Rehman ◽  
Sajjad Ahmad Baig
Keyword(s):  
Financial Crisis ◽  
Comparative Study ◽  
Mutual Funds ◽  
Mutual Fund ◽  
Portfolio Performance ◽  
Sample Period ◽  
Market Portfolio ◽  
Fund Industry ◽  
Mutual Fund Industry ◽  
Better Than

This paper is based on the comparison of Pakistani open-ended and close-ended mutual funds performance. That study focus on income, balance and equity schemes of open-ended and close-ended mutual funds. The performance of these funds evaluates using Sortino measure, Shrape measure, Treynor measure, Jenssen differtial measure and Inforamtion measure. The sample for the study consists of 73 funds from 2007 to 2012. Results show open-ended mutual funds performance is better than close-ended mutual funds. KSE (market portfolio) performance is grater over the all sample base mutual funds. Most risk adjusted funds returns are negative, which probably due to mutual fund industry set back by financial crisis during sample period.  

Pre-Processed Tweets for Secure Capital Market Analysis Using Cloud

2021 ◽  
Vol 13 (1) ◽  
pp. 1-7
Author(s):  
Sangeeta Gupta ◽  
Rajanikanth Aluvalu
Keyword(s):  
Social Networking ◽  
Capital Market ◽  
Market Analysis ◽  
Confidential Data ◽  
The Common ◽  
Common Man ◽  
Processing Techniques ◽  
Short Time ◽  
Returns On Investment

Huge crowds heading towards smart investment options need a secure and trustworthy environment to earn good profits. Twitter, a social networking platform, is a major source generating huge information on share market consortium. People get excited when they come across the tweets that specify the shares yielding huge profits within a short time. Due to this, they end up tweeting about their credentials and amount they are willing to invest. It paves a path for the intruders to access confidential data and leave the common man in danger by gaining access and misusing the information. Towards this end, the goal of this work is to address the challenge of providing better inputs to the customers interested to invest in the share market in a secure way to earn better returns on investment. In this work, as a first module, pre-processing techniques are used to remove the unwanted characters from tweets. In the second part, to enhance the security, encryption module is developed, and the data is then stored in Cassandra. It is observed from results that the time taken to encrypt 100,000 tweets after pre-processing is 500 msec, and the time taken to decrypt the same set of 100,000 tweets is 50 msec, respectively. This shows the effectiveness of the proposed work in terms of attaining better and fast outcomes for a huge set of tweets after filling the voids by pre-processing techniques.

scholarly journals Investors’ Attentiveness towards Mutual Funds in Nepal

2020 ◽  
pp. 88-99
Author(s):  
Sudip Wagle
Keyword(s):  
Mutual Funds ◽  
Capital Market ◽  
Mutual Fund ◽  
Sampling Method ◽  
University Student ◽  
Adequate Knowledge ◽  
Investment Choice ◽  
The Government ◽  
Structured Questionnaire ◽  
The Capital Market

The growing enthusiasm for mutual funds among the investment choice is an anxiety in the Nepali capital market. The paper aims to find out the investors’ eagerness towards mutual funds in Nepal. This investigation is descriptive and based on a structured questionnaire survey of 125 (out of 140) respondents from the broker office in Chitwan District. The stratified sampling method was used, based on four strata (Businessperson, university lecturer, university student, institutional and local investor) of the respondents’ socio-demographic, adequate knowledge, and factors determination areas. The paper has three major discoveries. First, Nepali investors were dominated by male gender like as in other countries, and university students were excited in the capital market for investment that most common only in Nepal. Second, investors were investing in mutual funds without sufficient knowledge although most investors were aware of political instability. Lastly, investing in common stock rather than mutual funds, followed by the players who made the mutual fund more effective were the most prioritized factors and awareness to invest in mutual funds was the least factor while investing by an investor. Moreover, the correlation among all variables was positively significant. This paper is valuable to the government bodies, academicians, concern companies, and investors, which help them to know more about mutual funds. This study concludes differently from previous studies that individuals prefer to invest in the capital market rather than a bank deposit, which is probably the new appearance in Nepal.

scholarly journals Pengembangan Exchange Trade Fund Syariah Indonesia: Peluang dan Tantangan

2021 ◽  
Vol 7 (1) ◽  
pp. 55
Author(s):  
Azmiana Risca ◽  
Rifqi Muhammad
Keyword(s):  
Capital Market ◽  
Mutual Fund ◽  
Low Cost ◽  
Supervisory Board ◽  
Muslim Community ◽  
Low Literacy ◽  
Investment Opportunities ◽  
Investment Manager ◽  
Islamic Investment ◽  
The Capital Market

This paper aims to discuss the opportunities and challenges of developing Sharia Exchange Trade Fund (ETF) investment products in Indonesia. ETF is an investment product in the capital market that collaborates stock and mutual fund products that can collectively be traded on the capital market. This will provide attractive new investment opportunities for investors who are concerned about sharia investment. With the consideration that Indonesia's population is predominantly Muslim, then of course Islamic investment products will attract them. ETFs have the following advantages: easy and flexible process of ownership and transfer, low cost and risk, wide coverage because they are like investing in several portfolios at once, and the process is transparent. In particular, Islamic ETFs have the advantage in the aspect of ensuring product halalness because their portfolios are always monitored by the sharia supervisory board in each investment manager as the manager. On the other hand, Islamic ETFs are faced with challenges related to the low literacy of the Muslim community about investing in the capital market that has sharia products.

scholarly journals POLITIK HUKUM FUNGSI BANK SEBAGAI AGEN REKSADANA DI PASAR MODAL

Yustitia ◽  
2019 ◽  
Vol 5 (1) ◽  
pp. 141-154
Author(s):  
Tri Setiadi
Keyword(s):  
Risk Management ◽  
Mutual Funds ◽  
Free Trade ◽  
Capital Market ◽  
Mutual Fund ◽  
Public Trust ◽  
Large Impact ◽  
Banking Institutions ◽  
The Stability ◽  
The Relationship

The politics of law in the field of Indonesian piracy associated with the function of banks as mutual fund agents in the capital market in the era of free trade must be able to accommodate the main objectives of regulating banking institutions, namely the stability of the banking institutions as described above. The involvement of banks as mutual fund agents must pay attention to risk management because mutual funds are investment products that have risks and can affect the relationship between the bank and its customers and have a large impact on public trust in the bank. The legal policy must be stated in the product of legislation that regulates banking and capital market investment in this case the involvement of banks in mutual funds. The law must be a guide in the relationship between banking institutions and society.

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