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27 articles for “Mutual funds”
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A Comparative Analysis of Public and Private Mutual Funds: A Study of SBI Mutual Funds and Aditya Birla Sun Life Mutual Funds
Abstract: Performance appraisal of mutual funds operating in the public sector and private sector provides critical insight into how ownership structure, management style, and strategic objectives influence investment outcomes. This paper compares SBI Mutual Fund, which represents the public sector, with Aditya Birla Sun Life Mutual Fund (ABSLMF), which represents the private sector. The key performance indicators that form part of the analysis include risk-adjusted returns, namely Sharpe Ratio, Treynor Ratio, …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 9, Issue 1, 2026 Read article
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Impact of Risk Perception and Return Expectations on Mutual Fund Investment Preferences of Investors in Delhi NCR
Abstract: Background: Mutual funds have become a primary choice for retail investors who wish to diversify their investments and have professional management of their funds. The decision of mutual funds investment is conventionally elucidated by risk–return trade-off; although, emerging evidence indicates that behavioral and contextual variables might moderate the role of the risk perception and return anticipations, especially in new markets like India. Aim: The purpose of the study is to …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 9, Issue 1, 2026 · pp. 10–20 Read article
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Size of Asset under Management and Performance of Mutual Fund
Abstract: Various studies have been done to determine the impact of AUM (Asset Under Management) over performance of mutual fund. Results are conflicting in nature. Studies says that lower size of fund under management will lead to in efficiency and with increased cost of managing fund in terms of research and other expenses; performance will go down whereas funds with too big asset under management tends to incur excessive cost leading …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 1, Issue 2, 2018 · pp. 12–18 Read article
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A Comparative Study of Selected ELSS Mutual Funds in T15 Cities and B15 Cities
Abstract: The mutual fund sector in India has been growing recently. Between 2013 and 2018, the average asset under managed rose by more than thrice (AMFI, 2018). The study period consist from April 2015 to March 2018. The prime aim of the study is to a compare the return, risk and asset under management of selected ELSS mutual funds in T15 cities and B15 cities. Some funds have displayed moderate growth, …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 6, Issue 1, 2023 · pp. 67–71 Read article
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An Analysis of Investor Perception Towards Mutual Fund Investment
Abstract: Mutual funds is widely recognized as popular investment alternative due to their diversification, professional management, liquidity & potential for long-term wealth creation. This study analyzes Investors' views on mutual funds by analyzing the influence of level of awareness, expected return, tax benefits, risk perception, and trust. The study gathered information from 110 MUTUAL FUND investors in Bangalore by using a structured questionnaire, and the responses are analyzed with the descriptive …
Published in NOLEGEIN Journal of Consumer Behavior & Market Research · Vol. 9, Issue 02, 2026 Read article
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Index fund, Mutual Fund and Exchange traded fund: A Comparative Study
Abstract: Alpha while ETFs have performed better in terms of active returns and Mutual Fund schemes have become the most preferred Investment Avenue in the recent past. Considering the high returns, liquidity, safety, professional management and comparative low risk, investors prefer the Mutual Fund route for their investment planning. The main genesis of the performance of the Mutual Fund Scheme is to maximize the returns and minimize the risk involved in …
Published in NOLEGEIN Journal of Corporate & Business Laws · Vol. 1, Issue 1, 2018 · pp. 16–23 Read article
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Mutual Funds and Index—The Best and Safe Investment
Abstract: Mutual fund and index industry in India have developed rapidly and gained a lot of popularity from the past couple of decades, especially after the incorporation of Unit Trust of India in 1964. There has evolved parallel a rich attainable educational literature such as numerous subjects associated with mutual funds. One of the most regularly addressed topics inside the modern-day literature is investor’s belief and preferences, approximately various mutual price …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 3, Issue 2, 2020 · pp. 21–36 Read article
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An Analysis of Fintech App Usage and Its Effect on Mutual Fund Investment Choices in Gujarat: A Review on Literature
Abstract: The rapid growth of Financial Technology (Fintech) has brought notable changes to the financial services sector, especially in the area of investment management. In India, the widespread use of mobile apps and digital platforms has made it easier for individuals to access and invest in mutual funds. This review paper focuses on examining existing studies related to the adoption of Fintech applications and their role in influencing investment behavior. Of …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 9, Issue 2, 2026 Read article
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Risk and return analysis of selected Large Cap mutual funds.
Abstract: Every mutual fund is based on a particular objective, which could involve assets like equity, debt, or other types. Each fund has an associated return and risk. Mutual funds are trusts that collect money from different investors who share the same investment objective. The main aim of the investors should align with the objectives of the fund they choose. There are various types of funds available from Asset Management Companies …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 7, Issue 2, 2024 · pp. 9–15 Read article
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Risk and return analysis of selected Balanced Mutual funds
Abstract: Mutual fund is regarded as an important form of investment as it becomes difficult for the investors to understand about where or when to invest and hence the professional managers make it easy for the people to gain benefits from the mutual funds. The investors are provided different options while investment and the ratio of investment between equity and debt also varies, based on which the customers plan out their …
Published in NOLEGEIN Journal of Business Risk Management · Vol. 8, Issue 1, 2025 · pp. 35–42 Read article
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A Study on Individual Investor Decision Making on Mutual Fund as a Wealth Creation Tool with Special Reference to Chennai City
Abstract: A mutual fund is a trust that pools the savings of several investors with similar investment objectives. The money collected from investors is invested by a competent fund manager in securities such as shares and debentures. The primary goal of the study is to identify the variables that affect investors' decisions regarding mutual funds. In the study both primary and secondary data are taken, and for the primary data well-structured …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 8, Issue 1, 2025 Read article
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Evaluating the Risk and Return Dynamics of ICICI Mutual Funds: A Case Study
Abstract: This paper investigates the risk and return analysis of ICICI Mutual Funds, one of the prominent mutual fund houses in India. This includes a detailed evaluation of the risk and returns aspects of 44 ICICI Mutual Funds, with an emphasis on equities funds in the Direct Plan- Retail, and High Net Worth categories. By employing standard financial metrics such as the average and standard deviation, the performance of these funds …
Published in NOLEGEIN Journal of Business Risk Management · Vol. 7, Issue 2, 2024 · pp. 21–30 Read article
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Performance evaluation of distinct Categories of Mutual Funds
Abstract: A mutual fund is only such an investment which is offering diverse types of products which could satisfy all the kinds of investors based on the risk and return level. For creating more wealth, it is especially important that investors in India prefer not only the traditional investment options like fixed deposit savings account etc. They should move ahead towards Mutual Funds, which is offering many products which are based …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 7, Issue 2, 2024 · pp. 33–46 Read article
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Performance Analysis of Quant, ICICI, Kotak, SBI, and Franklin Balanced Mutual Funds
Abstract: Mutual funds have emerged as a popular investment option in India, particularly in the form of balanced funds that offer a diversified portfolio of equities and debt securities. This study aims to analyze the performance of the top five balanced funds in India, with the objective of assisting investors in achieving their investment goals through portfolio diversification and maximizing returns. The study begins by introducing the concept of mutual funds …
Published in NOLEGEIN Journal of Performance Management & Retention Strategies · Vol. 6, Issue 1, 2023 · pp. 38–43 Read article
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A Study on Performance Analysis in Mutual Funds
Abstract: A Mutual fund is a pool of money that is managed on behalf of the investors, by a Professional fund manager. The manager uses the money to buy stocks, bonds and other securities according to specific investment objective that have been established for the fund. In return of the investment, the investors are given units for that fund. The investments range from shares to debentures to money market instruments. Each …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 2, Issue 1, 2019 · pp. 33–42 Read article
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Performance Analysis of ICICI Prudential, Canara Robecco, Nippon India, Quant, and Union Small Cap Mutual Funds
Abstract: This article aims to analyze the small cap mutual funds are invested in companies that below top 250 stocks in the exchange as per their market capitalization. Small cap mutual funds have turned out to be a popular investment option due to their high returns. Small cap funds invest in all companies expect the top 250 in terms of market capitalization. Thought these funds are relatively riskier and volatile in …
Published in NOLEGEIN Journal of Performance Management & Retention Strategies · Vol. 6, Issue 1, 2023 · pp. 1–13 Read article
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Performance Evaluation of Different Mutual Funds with Reference to TEN Companies
Abstract: ABSTRACT Shared reserve gives a readymade alternative to family units for portfolio expansion and additionally relative hazard avoidance through gathering and putting their investment funds in various hazard return profile instruments. Its execution relies upon the execution of basic portfolio. In the event that at least one plans perform seriously in the portfolio, that can impact or hurt the venture choices of speculators and may get them out from the …
Published in NOLEGEIN Journal of Performance Management & Retention Strategies · Vol. 1, Issue 1, 2018 · pp. 16–28 Read article
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A Study on Evaluation of Mutual Funds and Stock Investments: A Comparative Analysis
Abstract: Investment plays a vital role in achieving long-term financial security and wealth creation. It enables individuals to grow their savings, beat inflation, and meet future financial goals through disciplined planning and informed choices. This study explores the comparative merits and limitations of mutual funds and direct stock investments, two widely used investment avenues among retail investors. With the increasing participation of young and digitally empowered investors, the research focuses on …
Published in NOLEGEIN Journal of Business Risk Management · Vol. 8, Issue 2, 2025 · pp. 1–9 Read article
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Analysis of Indian Equity Fund System
Abstract: A shared support may be a sort of professionally overseen shared finance that pools the money of numerous financial specialists to buy securities such as stocks, bonds, cash showcase rebellious, and other resources. A shared finance is overseen by a proficient cash supervisor who distributes the fund's speculations and looks for to create capital picks up and wage for the fund's financial specialists. The main idea to carry out this …
Published in NOLEGEIN Journal of Financial Planning and Management · Vol. 6, Issue 1, 2023 · pp. 41–50 Read article
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Sustainable Investing in India: An Analysis of ESG Mutual Fund Performance
Abstract: The importance of investing in ESG funds has grown significantly over time as investors increasingly prioritize sustainability alongside financial returns. ESG investments not only promote corporate responsibility but also mitigate long-term risks associated with environmental, social, and governance factors. This study analyzes the performance of 36 ESG mutual funds in India using key risk-adjusted metrics such as the Sharpe Ratio, Treynor Ratio, and Jensen Alpha. The findings highlight Quant Direct …
Published in NOLEGEIN Journal of Business Ethics, Ethos & CSR · Vol. 8, Issue 1, 2025 · pp. 1–9 Read article