A Comparative Study of Mutual Fund Plans of SBI, ICICI, HDFC, Aditya Birla and Nippon Mutual Funds
Author : Karthik G and Dr. Parul Tandan
Abstract :
The study "A Comparative Study of Mutual Fund Plans of SBI, ICICI, HDFC, Aditya Birla, and Nippon Mutual Funds" aims to evaluate and compare the performance of mutual fund schemes across five major Asset Management Companies (AMCs) in India. The research focuses on different fund categories such as equity, debt, and hybrid funds. It analyses key parameters like three-year returns, alpha, beta, Sharpe ratio, standard deviation, Net Asset Value (NAV), and Assets under Management (AUM). The study is based on secondary data collected from authentic financial sources, covering a five-year period. A detailed comparison of large-cap, mid-cap, small-cap, multi-cap, ELSS, and various debt funds has been done to understand the risk-return profile of each AMC. The findings reveal that while some funds provide higher returns, they come with greater risk, whereas others offer stable but moderate returns. The study highlights the importance of factors like fund selection, expense ratio, and fund manager performance in maximizing investor wealth. Overall, the report helps investors make informed decisions based on their individual risk appetite and investment goals.
Keywords :
Mutual Funds, Assets Management companies, Debt Funds, Equity Funds, Net Asset Value, Comparative study, Investment Strategies, Portfolio Diversification, Financial Market, Secondary data Analysis, Investor Decision Making.
