Effect of Fund Size on the Performance of Balanced Mutual Funds: An Empirical Study in the Indian Context

2009 ◽  
Author(s):  
D. N. Rao ◽  
S. B. Rao
Keyword(s):  
Empirical Study ◽  
Mutual Funds ◽  
Indian Context ◽  
Fund Size

Factors influencing consumer's adoption of internet of things: an empirical study from Indian context

2021 ◽  
Vol 24 (3) ◽  
pp. 315
Author(s):  
Parul Bajaj ◽  
Fatehi Almugari ◽  
Mosab I. Tabash ◽  
Majed Alsyani ◽  
Imran Saleem
Keyword(s):  
Internet Of Things ◽  
Empirical Study ◽  
Factors Influencing ◽  
Indian Context

scholarly journals FAKTOR INTERNAL YANG BERPENGARUH TERHADAP KINERJA REKSADANA SYARIAH DI INDONESIA PERIODE 2014-20171)

2020 ◽  
Vol 6 (1) ◽  
pp. 114
Author(s):  
Farah Faadilah ◽  
Puji Sucia Sukmaningrum
Keyword(s):  
Mutual Funds ◽  
Mutual Fund ◽  
Coefficient Of Determination ◽  
Expense Ratio ◽  
Turnover Ratio ◽  
Equity Funds ◽  
Endogenous Variables ◽  
Negative Effect ◽  
Fund Size ◽  
Positive Effect

This study aims to determine the effect of fund size, expense ratio and turnover ratio. The data used in this research is the net asset value data and shariah mutual fund prospectus of 4 shariah equity funds for the period 2014-2017. This study describes using multiple linear regression test to prove the relationship between exogenous and endogenous variables. The result of the test shows that partially fund size and positive effect is not significant on the performance of Islamic stock mutual funds, the expense ratio has no significant negative effect on the performance of Islamic equity mutual funds, while the turnover ratio has a significant positive effect on the performance of sharia mutual funds. While simultaneously fund size, expense ratio and turnover ratio have a significant influence with the coefficient of determination of 25,06%% while the remaining 74,94%  influenced by other variables not included in this study.Keywords: Sharia Mutual Funds Performance, Turnover Ratio, Cash Flow, Expense Ratio

Liquidity, Investment Style, and the Relation between Fund Size and Fund Performance

2008 ◽  
Vol 43 (3) ◽  
pp. 741-767 ◽  
Author(s):  
Xuemin (Sterling) Yan
Keyword(s):  
Mutual Funds ◽  
Fund Performance ◽  
Inverse Relation ◽  
High Turnover ◽  
Investment Style ◽  
Equity Mutual Funds ◽  
Fund Size

AbstractUsing stock transactions data along with detailed stockholdings for a comprehensive sample of U.S. actively managed equity mutual funds from 1993 to 2002, this paper empirically examines the effect of liquidity and investment style on the relation between fund size and fund performance. Consistent with Chen, Hong, Huang, and Kubik (2004), I find a significant inverse relation between fund size and fund performance. Further, this inverse relation is stronger among funds that hold less liquid portfolios. The inverse relation between fund size and fund performance is also more pronounced among growth and high turnover funds that tend to have high demands for immediacy. Overall, this paper's findings suggest that liquidity is an important reason why fund size erodes performance.

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