International Journal of Social Science & Economic Research
Submit Paper

Title:
A COMPARATIVE STUDY ON PERFORMANCE ANALYSIS OF DEBT AND EQUITY SCHEMES AT SBI MUTUAL FUNDS AND KOTAK MUTUAL FUNDS

Authors:
Mr. Sathish E

|| ||

Mr. Sathish E
PG Research Scholar, CHRIST (Deemed to be University) Bengaluru, Karnataka

MLA 8
E, Mr. Sathish. "A COMPARATIVE STUDY ON PERFORMANCE ANALYSIS OF DEBT AND EQUITY SCHEMES AT SBI MUTUAL FUNDS AND KOTAK MUTUAL FUNDS." Int. j. of Social Science and Economic Research, vol. 4, no. 2, Feb. 2019, pp. 1020-1034, ijsser.org/more2019.php?id=77. Accessed Feb. 2019.
APA
E, M. (2019, February). A COMPARATIVE STUDY ON PERFORMANCE ANALYSIS OF DEBT AND EQUITY SCHEMES AT SBI MUTUAL FUNDS AND KOTAK MUTUAL FUNDS. Int. j. of Social Science and Economic Research, 4(2), 1020-1034. Retrieved from ijsser.org/more2019.php?id=77
Chicago
E, Mr. Sathish. "A COMPARATIVE STUDY ON PERFORMANCE ANALYSIS OF DEBT AND EQUITY SCHEMES AT SBI MUTUAL FUNDS AND KOTAK MUTUAL FUNDS." Int. j. of Social Science and Economic Research 4, no. 2 (February 2019), 1020-1034. Accessed February, 2019. ijsser.org/more2019.php?id=77.

References
[1]. Arora, K. (2015). Risk adjusted Performance Evaluation of Indian Mutual Fund Schemes. SAGE Publications .
[2]. Bilal Ahmad, P. (Sep-17). Performance of Mutual Funds in India. International Journal of Research in IT, Management and Engineering, .
[3]. DR.Shantanu mehta, C. s. (September 2012). Preference of Investors for Indian Mutual Funds and its. Pacific Business Review International .
[4]. Himanshu Puri. (Dec-10). Perfomance evaluation of balanced mutual fund schemes in indian scenario. Paradigm, .
[5]. Jayadev, M. (March 1996). Mutual Fund Performance: An Analysis of monthly returns. Finance india .
[6]. Maheshwari, D. k. (July-2015). A Brief Study of Financial Performance of Mutual Funds in India. International Journal of Engineering Research and management technology .
[7]. Mohamed.zaheeruddin, P. S. (Feb-13). Performance evaluation of mutual funds in India with specialreference to selected financial intermediaries. Business and Management .
[8]. Mr.Surender Gade, D. l. (2 jan 2012). Mr.Surender Gade,Dr.Ram lal. WIM journal of management .
[9]. N. Lakshmi, M. D. (September 2008). Performance of the Indian Mutual Funds: A Study with special reference to growth schemes. Asia-Pacific Business Review .
[10]. P. Sathish, K. S. (May 2016). Performance Evaluation of Selected open Ended Mutual. Sona Global Management Review .
[11]. Satheesh Kumar Rangasamy, V. T., & Athika. (may 2016). A Comparative Study on Performance of Selected MutualFunds with reference to Indian Context. Asian Journal of Research in Social Sciences and Humanities .
[12]. Selvavinayagam. (Oct-12). A study on Perfomance evaluation of Debt and equity fund in coimbatore capital limited. Asian Journal of Multidimensional Research .
[13]. Simran saini, B. a. (May 2011). Investors awareness and perception about mutual funds. International Journal of Multidisciplinary Research .
[14]. Soumya Guha Deb, A. B. (June 2007). Market Timing and Stock Selection Ability of Mutual Funds in India:Empirical Investigation. VIKALPA .
[15]. Sung C. Bae, D. P. (Winter, 1994). Event Risk Bond Covenants, Agency Costs of debt and equity and stockholder wealth. Financial Management .
[16]. Sweta Goel, R. S. (2012). A study of performance and characteristics of open ended mutual funds. ASIAN JOURNAL OF MANAGEMENT RESEARCH .

Abstract:
Mutual fund creates numerous opportunities for the development and growth of the Indian economy. This paper brings out the difference in the performance of both the equity and debt schemes which influence the investor's behavior towards the fund category available in the market. It is comparative study done on the SBI mutual fund and Kotak Mahindra mutual fund to know its impact on the standard deviation, average returns and Sharpe ratio which helps in measuring the performance and ranking the funds accordingly on the following criteria. Data has been collected from secondary sources. The data has been collected from the past 5 years i;e.. From 2013-2017.Different tools is used to evaluate both the debt and equity schemes of SBI and Kotak Mutual funds.