Equity, Debt and Balanced Mutual Fund Schemes in India: An Analysis

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The book evaluates the performance of 34 mutual fund schemes from six asset management companies over three years, focusing on the risk-return relationship. Using various performance metrics like the Sharpe and Treynor indices, it reveals that HDFC mutual fund schemes excel, while Birla Sunlife and Sundaram schemes lag behind. The analysis indicates that equity schemes lack diversification and generally align with market movements. Overall, most schemes meet investor expectations, highlighting their effectiveness in managing risk and return.