Author:Guruprakash D
Abstract:-Performance Analysis of the Mutual funds is required as it gives the ideas about the funds, their risk and return factors .this paper is about the selected funds of Sundaram Mutual Funds. The objective is to determine the best performing fund using the risk analysing tools like Sharpe ratio, Treynor Ratio, Month on Month performance , Beta and Alpha .the funds are also forecasted using Simple Moving average . The fund chosen are Growth plan and includes equity, debt and hybrid funds from the year 2014 to 2017. The best and the worst performance of each fund are taken into account along with other top holding funds of the same category, with its cumulative performance. According to the risk appetite of each customer, the funds are best suited. On analysing the Sundaram Mutual Funds it is found that the Sundaram Large and Midcap funds is a suitable choice for equity investments, Sundaram Low Duration Fund for debt investments and Sundaram Equity oriented fund for the Hybrid investments
Keywords: - Mutual funds, Investment tool, BNP Paribas Asset Management, (BNPPAM)
Full Issue
| View or download the full issue | PDF 18-24 |