Rise & Return Analysis of Mutual Funds 

Background

Mutual Funds are a popular investment vehicle that pools resources from multiple investors to invest in various capital market instruments such as equities, bonds, and other securities. This study will focus on evaluating the performance of mutual funds by analyzing their risk and return profiles. Understanding the balance between risk and return is essential for making informed investment decisions, especially in a growing market like India’s mutual fund industry.

Learning Outcome

  • LO #1: Understand key concepts related to mutual funds, including net asset value (NAV), returns, dividends, and different types of mutual funds (e.g., equity funds, bond funds, balanced funds).
  • LO #2: Apply risk-adjusted performance metrics such as the Sharpe Ratio, Alpha, and Beta to evaluate mutual fund performance.

What is on offer?

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