Critiquing the Performance of Chosen Mutual Fund Firms in Large Cap Equity Investments Indexed in Nifty 100

Abstract

Investment decision of an investor is depending on performance of a stock with risk associated with it, especially in case investment shares. In current scenario, investment in mutual fund is growing, basis reasons are Mutual fund having a portfolio of various securities and managed by team professionals, along with minimum investment. Investor must have basic knowledge of investment and financial market, additionally it can be purchased directly by online or offline with or without agent.

Besides these characteristics, Mutual industry also needs to perform according to the expectations of the investors. This paper is based on this, the main objective of this paper is to find out the performance of mutual fund specifically Equity Fund. Research type is Empirical in nature, sample techniques is Judgmental and convenience. Sample size is 10 listed top listed large cap fund (NIFTY 100 Total Return Index), data is collected from secondary source. Analytical tools are Sharpe’s Index, and Treynor’s methods used to analyses the performance of mutual fund of last 5 years (Direct Plan). The result of the analysis shows , all funds are overvalued in Sharpe’s ratio and undervalued in Treynor’s ratio. HDFC top 100 is rank first is both index and