Abstract
Mutual Fund is professionally managed investment fund, it is also known for pooling of savings or money, based on the trust who invests the savings of a number of investors who shares a common financial goal, like the capital appreciation and dividend earning. The most important thing is you can diversify your portfolio as per your risk appetite and switch money from debt to equities. In this study the researcher has done performance evaluation of selected midcap mutual funds of HDFC. For the study purpose 5 topmost mutual funds has been selected & the whole study is been done on secondary data. The analysis is done using various statistical tools like average return, standard deviation, beta, Sharpe’s ratio, Treynor’s ratio & Treynor’s ratio. The findings of the study depicts that investors with the age group of 36 to 40 years have more experience and prefer investing in Mutual Funds & investors mostly prefer in investing in Equity based Mutual Funds though it is a risky investment. As per Sharpe’s Formula HDFC Hybrid Equity Fund is the best performer and is ranked 1st position amongst the top 5 selected funds.
Sign-in/Register to access full text options 
Talk to us
Join us for a 30 min session where you can share your feedback and ask us any queries you have
Schedule a callDisclaimer: All third-party content on this website/platform is and will remain the property of their respective owners and is provided on "as is" basis without any warranties, express or implied. Use of third-party content does not indicate any affiliation, sponsorship with or endorsement by them. Any references to third-party content is to identify the corresponding services and shall be considered fair use under The CopyrightLaw.
