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VOL. 11, ISSUE 8 (2025)
Performance of select equity Mutual Funds in India
Authors
Dr. Nagaraju RC
Abstract
The performance of equity savings funds in
India is assessed in this study using daily NAV data from AMFI for the period
of April 2022 to March 2025. The BSE Sensex served as the the market benchmark,
and Treynor Ratio, Jensen's Alpha, and Sharpe Ratio were used to evaluate fund
performance. The findings demonstrate that all schemes had positive Jensen and
Sharpe values, meaning that returns were higher than the risk-free rate. Only
six out of ten equity mutual funds, however, displayed positive Treynor Ratios,
indicating that only a small number of schemes sufficiently rewarded the
market.
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Pages:30-33
How to cite this article:
Dr. Nagaraju RC "Performance of select equity Mutual Funds in India". International Journal of Commerce and Management Research, Vol 11, Issue 8, 2025, Pages 30-33
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