Characteristics and Performance Evaluation of Selected Mutual Funds in India

2006 ◽  
Author(s):  
Sharad Panwar ◽  
R. Madhumathi
Keyword(s):  
Performance Evaluation ◽  
Mutual Funds ◽  
And Performance

scholarly journals Performance Evaluation of Investment (Mutual) Funds

2014 ◽  
Vol 15 (4) ◽  
pp. 398-407
Author(s):  
Povilas Vyšniauskas ◽  
Aleksandras Vytautas Rutkauskas
Keyword(s):  
Performance Evaluation ◽  
Mutual Funds ◽  
Historical Data ◽  
Investment Banks ◽  
Investment Fund ◽  
Practical Application ◽  
Management Fees ◽  
Proposed Model ◽  
And Performance ◽  
Main Components

The efficiency of an investment fund is one of the main components in evaluating the performance of the fund. This study seeks for introducing and comparing risk and performance evaluation ratios. The paper is aimed at testing the worked out ratios and at distinguishing between the best ones for the purpose of evaluating the performance of Lithuanian mutual funds. Scientific studies show that a standard deviation, alpha, beta, Sharpe and Treynor ratios are mostly employed for identifying the performance of mutual funds that are also compared with their benchmark index to establish if these funds are outperformed and if is it worth paying management fees to investment banks for managing mutual funds. Historical data were selected for the period from 2012-01-02 to 2013-10-15 analysing the prices of monthly funds. The paper points out the areas of a practical application of the proposed model for investment fund valuation, which may not only provide valuable outcomes for practitioners but also may inspire further research on this article.

Style analysis and performance evaluation of Spanish mutual funds

2000 ◽  
Vol 1 (2) ◽  
pp. 151-171 ◽  
Author(s):  
J C Matallín Sáez ◽  
A Fernández Izquierdo
Keyword(s):  
Performance Evaluation ◽  
Mutual Funds ◽  
Style Analysis ◽  
And Performance
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