A Study on Performance Evaluation of Systematic Investment Planning of Mutual Funds

International Journal of Economics and Management Studies

© 2018 by SSRG - IJEMS Journal

Volume 5 Issue 12

Year of Publication : 2018

Authors : Shamanth Kumar B.U

10.14445/23939125/IJEMS-V5I12P104

How to Cite?

Shamanth Kumar B.U, "A Study on Performance Evaluation of Systematic Investment Planning of Mutual Funds," SSRG International Journal of Economics and Management Studies, vol. 5,  no. 12, pp. ):20-24, 2018. Crossref, https://doi.org/10.14445/23939125/IJEMS-V5I12P104

Abstract:

 Saving is an important aspect of human life and its effect the growth of economy also. Earlier the saving was not so attractive for the middle class people and it was in initial stage. The financial market in the present day is an advanced and highly analyzed move, as previously investment is not done just for grater or moderator return. Now a day the different financial investment tool involves different level of risk and return. As compared the stock market involves more risk and return also and the number of investors who lost their money is also in stock market. Recent trend in investment is wealth management or wealth creation and so many institutions are on to it. Mutual funds are one of the best wealth creation investment vehicles. After 2010 Systematic Investment planning is the most popular tool of investing the savings made every month. This scheme will help the people to meet regular expenditure and in the long term it will be the huge return on investment where one can expect more than the bank rates. Thus this paper aims to study the performance evaluation of Systematic investment Plan of different equity based mutual funds under different caps for five years.

Keywords:

  Investment, Mutual Fund, Systematic Investment Plan, Performance Ratios

References:

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