University : Dayananda Sagar University UniLearnO is not sponsored or endorsed by this college or university.
Country : India
Assignment Task

 

Introduction & Objective of the Study

Objective To understand the criterion or parameter to pick the best performing Equity mutual funds in India offered more than 2500 schemes by various mutual fund companies to create wealth.

 

It helps an individual to choose the best Equity funds for investing.

  • Somer, Anderson (2021) “Why would someone choose an Equity mutual fund over a Stock or Direct Equity?
  • In this article, the authors explain that there is a wide range of stocks available to invest in, but there is no guarantee that you’ll make money out of it, and It has its own risk of managing.
  • Investing in stocks via Mutual funds managed by the professional avoids some complicated decisions made while investing in a stock.

 

Literature Review & Problem Statement

Woerheide, Walt. "Investor Response to Suggested Criteria for the Selection of Mutual Funds." The Journal of Financial and Quantitative Analysis, vol. 17, no. 1, 1982, pp. 129–137, has explained individuals' difficulties when choosing suitable mutual funds schemes for building portfolios. Instead, they depend on advisors to select a particular fund for investing without putting in efforts to research and not considering specific factors like fund age, historical growth rate, consistent performance, size of the fund, holdings and more..

 

Research Methodology and Reference.

Selection of funds

  • Categories the parameters (Qualitative and Quantitative) may evaluate mutual funds schemes for investment Suitability of the investors
  • For long-term investments, rank the mutual funds in terms of Returns and Risk parameters considered, such as Rolling Returns, downside risk, standard deviation, Sharpe ratio, Treynor ratio, Beta and Information Ratio, and R-Squared.
  • Compare its Performance versus Benchmarks.

 

 

This Finance Assignment has been solved by our Finance experts at UniLearnO. Our Assignment Writing Experts are efficient to provide a fresh solution to this question. We are serving more than 10000+ Students in Australia, UK & US by helping them to score HD in their academics. Our Experts are well trained to follow all marking rubrics & referencing style.
Be it a used or new solution, the quality of the work submitted by our assignment experts remains unhampered. You may continue to expect the same or even better quality with the used and new assignment solution files respectively. There’s one thing to be noticed that you could choose one between the two and acquire an HD either way. You could choose a new assignment solution file to get yourself an exclusive, plagiarism (with free Turnitin file), expert quality assignment or order an old solution file that was considered worthy of the highest distinctio.

Eureka! You've stumped our genius minds (for now)! This exciting new question has our experts buzzing with curiosity. We can't wait to craft a fresh solution just for you!

  • Uploaded By : William
  • Posted on : September 08th, 2019

Whatsapp Tap to ChatGet instant assistance