FUTURE PROSPECTS OF INDIAN MUTUAL FUNDS: EQUITY VS DEBT SCHEMES -WITH SPECIAL REFERENCE TO HDFC AND SBI

Dr. (CS.) Mala Kumari Upadhyay1
  • 1 Assistant Professor, Department of Commerce, St. Xavier’s College of Management & Technology, Patna.

Abstract

This paper evaluates the performance of equity mutual funds and debt-oriented mutual fund schemes in India from 2015 to 2019, coinciding with the implementation of Demonetization and Goods and Services Tax (GST) in the country. The study encompasses a total of eight mutual fund schemes, comprising four equity and four debt funds managed by SBI and HDFC Asset Management Companies. Utilizing a riskadjusted performance analysis, the research reveals that the selected equity and debt schemes of SBI Mutual Fund demonstrated superior risk-return performance compared to those of HDFC Mutual Fund over the study duration. Specifically, the findings indicate that the public sector entity, SBI Mutual Fund, outperformed its private sector counterpart, HDFC Mutual Fund, in terms of both risk and return metrics. These results provide insights into the relative performance of mutual fund schemes managed by different asset management companies during a period marked by significant economic changes in India.

PUBLISHED
2024-05-07
ISSUE
Vol 3 Special Issue (2024)

Journal Details

   ISSN : 2583 – 7117

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