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2 articles for “mutual fund, AUM, Sharpe’s ratio, Treynor’s Ratio, Jensen’s Alpha.”
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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 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