Performance of Indian Mutual Funds, Risk and Returns during Covid 19 - An Overview

Abstract

In recent days the most importance challenge for a business is sources of funds, the funds will operate and maintain the smooth functions of each and every business in the world. When compared to directly investing in individual securities, mutual funds have both advantages and disadvantages. Mutual funds are generally classified by their principal investments. The four main categories of funds are money market funds, bond or fixed income funds, stock or equity funds, hybrid funds and debt funds. Indexing (passive managed) or actively managed are the major categories of investment funds. In   our research is about the an overview on the performance of Indian mutual funds and move ahead to rural public’s to identify the actual information on its growth. On this we examine the various public and private mutual funds business through web source information and suggest the importance of the mutual funds.

This research is conducted to find out the performance of Indian mutual fund schemes from April 2015 to March 2020 and its risk and returns during Covid 19. To analyze the major public-sector and private-sector sponsored business mutual funds in India. To attain the objective of the study, various portfolio techniques and statistical tools are applied on a sample size of 18 mutual fund schemes developed by Sharpe ratio, Treynor ratio, Jensen ration and Beta has been computed. This research is characterized the results on the schemes risk and return relationship of sample mutual fund managed by asset management companies with their benchmark index. The study found that majority of the schemes are not providing significant positive return in terms of relative risk adjusted measures and absolute risk adjusted measures within the study period.