A Study On Investor’s Attitude and Perception in Hassan District Towards Mutual Funds as an Investment Option

Mutual fund is four decades old in India. It was started by UTI during the year 1964 with few schemes for small investors. During this short span of time it has made tremendous growth in Indian small investors. But now a day’s its volume of investors and sources of investment also growing tremendous level. Moreover mutual fund scheme have added new dimension to overcome financial risk of small investors and also in fund raising capacity of corporate sectors. Mutual fund investors can diversify even more by purchasing different kind of stocks which will helps to spreading out investors’ money across different types of derivative instruments and hence it reduces the risk tremendously up to certain extent and it is automatically diversify in a predetermined category of investments. This serves bridge work between small investors and corporate sectors likewise considering those points in this paper is an attempt to know the investors’ perceptions towards selected mutual funds. This paper makes an attempt to identify various factors affecting perception of investors regarding investment in mutual funds. The findings will helpful to identify the investors’ interest base and factors clearly and it reveals that the investors consider mutual funds as flexible investment option and it creates interest of investment among small investors.

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PERSISTENSI KINERJA REKSA DANA SAHAM DI BURSA EFEK INDONESIA

Jurnal Akuntansi Indonesia ◽

10.30659/jai.3.1.13-28 ◽

2016 ◽

Vol 3 (1) ◽

pp. 13

Author(s):

Dimas Rahmat Wijaya ◽

Dedi Rusdi

Keyword(s):

Mutual Funds ◽

Capital Markets ◽

Mutual Fund ◽

Stock Exchange ◽

Research Use ◽

Global Crisis ◽

Crisis Period ◽

The Public ◽

Investment Option

Investors are required to be more prudent in determining the investment option since many choices For investing in a mutual funds are popped . So some research is needed to review the performance of mutual funds that active in Stock exchange to be a reference in predicting the performance of mutual funds next year. This research use data from the beginning of the period 2007 until the end of 2012 or from the beginning of the global crisis period and during the crisis period is underway , it is expected to provide accurate results as a benchmark to invest in mutual funds . Because nowaday, the development of the capital markets is used by firms to raise funds from the public . The results of this study showed the presence of persistence in the performance of quarterly, semi annually, annually and biennial mutual fund shares at the Indonesia Stock Exchange . While the monthly and triennial performance of mutual fund shares in Indonesia Stock Exchange did not persistence.

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Exchange-traded funds as an alternative investment option

Notas Económicas ◽

10.14195/2183-203x_48_1 ◽

2019 ◽

pp. 7-37

Author(s):

António Afonso ◽

Pedro Cardoso

Keyword(s):

Mutual Funds ◽

Mutual Fund ◽

Exchange Traded Funds ◽

Price Efficiency ◽

Index Funds ◽

Equity Mutual Funds ◽

Asset Value ◽

Net Asset Value ◽

Tracking Ability ◽

Investment Option

We conduct an analysis of Exchange-traded Funds (ETFs), Index and Equity mutual funds and their respective benchmark during the 2010-2015 period for the Portuguese fund industry. For the period 2010-2017, we test ETFs for price inefficiency (existence of deviations between prices and the Net Asset Value) and persistence. We find that the studied ETF does not always outperform index funds in replicating the variations of the PSI 20 index, despite exhibiting better tracking ability when facing downside deviations of the benchmark and a better capacity of smoothing tracking deviations. Regarding ETFs price efficiency and its persistence, the study reveals that the examined ETF is priced at a low average discount with evidence of deviations persistence of at least two days. The investment schemes with the highest ability to track the PSI 20 Index were PSI20 (ETF), BBVA PPA Índice PSI20, and the equity mutual fund BPI Portugal.

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A Study on Factors for Investor Dissatisfaction towards Mutual Funds in Bhopal City

Adhyayan A Journal of Management Sciences ◽

10.21567/adhyayan.v5i1.8805 ◽

2016 ◽

Vol 5 (1) ◽

Author(s):

Ms. Pooja Gupta

Keyword(s):

Mutual Funds ◽

Mutual Fund ◽

Investment Option ◽

Fund Industry ◽

Mutual Fund Industry ◽

The Impact

Mutual fund as an investment option still needs to be accepted by the investors as an instrument in their basket of investment. Presence of the mutual fund industry has been more than 5 decades old and yet efforts are made, to strive hard, for its existence and survival in the market. Despite that more than 1300 schemes are marketed to meet the investor objectives by 44 AMC’s in India, yet the industry is unable to gain the trust and satisfaction of investors. This paper attempts to evaluate the factors that contribute to investor dissatisfaction in Bhopal city and also the impact of dissatisfaction on the tenure of investment in mutual funds.

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Analisis Kinerja Reksa Dana Saham Dengan Menggunakan Metode Sharpe Dan Jensen Untuk Periode 2005 – 2009

Jurnal Manajemen dan Organisasi ◽

10.29244/jmo.v2i2.14199 ◽

2016 ◽

Vol 2 (2) ◽

pp. 97

Author(s):

Trisiwi Pujiarti ◽

Farida Ratna Dewi

Keyword(s):

Mutual Funds ◽

Mutual Fund ◽

Research Result ◽

Fund Performance ◽

Equity Fund ◽

Risk Levels ◽

Fund Managers ◽

Investment Option ◽

Analytical Tools ◽

Diversified Portfolio

Every investment option are risky because of uncertainty. Each investment instruments have different risk levels. Measurement of risk impact depends on the type of Investment. "Do not put all your eggs into one basket" is frequently echoed to warning investors as suggestions effort to minimize the risks by investing in diversified portfolio to avoid losses. The sharpe method and Jensen method are the main analytical tools to analize Equity Fund Performance. The research are analyzing many of mutual fund such as TRIM Kapital mutual fund, Firtis Ekuitas mutual fund, Batavia Dana Saham mutual fund, and Schroder Dana Prestasi mutual fund. The research result gave the rating for the performance of stock mutual funds, which can be help investors and prospective investors in assessing the merits of a mutual fund. The ranking describe the ability of fund managers in managing performance of mutual funds, which the highest ranked have better ability than the other investment managers.

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Performance of Mutual Funds: A Comparative Study of Prominent Multi Capital and Large Capital Funds

Management & Economics Research Journal ◽

10.48100/merj.v2i4.123 ◽

2020 ◽

Vol 2 (4) ◽

pp. 27-44

Author(s):

Abdelkader Derbali ◽

Ahmed K Elnagar ◽

Lamia Jamel ◽

Monia Ben Ltaifa

Keyword(s):

Comparative Study ◽

Mutual Funds ◽

Analysis Of Variance ◽

Mutual Fund ◽

Jel Codes ◽

Good Investment ◽

Significant Difference ◽

Econometric Methodology ◽

Investment Option ◽

Do So

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 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 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 a reasonable risk. Therefore, it is very safe to conclude that they are good investment option for an investor. In terms of 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. JEL Codes: G32, G20, O16.

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Growth of Mutual Fund Industry in India

American Journal of Economics and Business Management ◽

10.31150/ajebm.vol1.iss2.25 ◽

2018 ◽

Vol 1 (2) ◽

pp. 43-52

Author(s):

Dr.Mukund Chandra Mehta ◽

Prof Harmeet Kaur

Keyword(s):

Mutual Funds ◽

Mutual Fund ◽

Growth Pattern ◽

Small Investors ◽

Investment Option ◽

Fund Industry ◽

Mutual Fund Industry ◽

Large Corpus ◽

Blue Chip ◽

Diversified Portfolio

Mutual funds are defined as a vehicle that pools the savings from number of small investors having predetermined investment objective and make large corpus of these savings and invest the same in a diversified portfolio. The income earned or the appreciation in the capital is then shared among the unit holders in proportion of their contribution in the corpus.Hence it is the most suitable investment option for small investors who do not have sufficient capital, as it enables them to invest in blue chip companies. Over the years SEBI has taken various measures to re-energize the growth of mutual fund industry. This paper attempts to analyze the growth pattern of mutual fund industries in India. Moreover it endeavors to study the response of investors to the wide variety of mutual fund schemes

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