Case study on indian mutual funds

Now comes the most important part. Although, the best fund had no negative returns in any of the 3 year investment periods, this fund gives negative returns in 2 of the 13 data points.

Lets change the fund now. Note about Sundaram Growth Fund: In fact, the returns ranged from Case study on indian mutual funds of 8. The total investment was same in both the funds, i. Now lets move to year period now. And you might have already read similar articles about SIPs on other blogs and personal finance magazines.

Rolling 7-Year Returns The returns in 7-year period range from lows of 4. However we will calculate XIRR or internal rate of return for 3 years, 5 Years, 7 years, 10 years and 15 years. We just focused on doing a plain and simple, monthly SIP of Rs 10, for a period of 15 years.

We will use fact and figures to further substantiate this faith. Both on the higher, as well as on the lower sides. He has written many useful posts on Stable Investor about accumulating funds for recurring expensesinvesting surplus money in mutual fundshis own experience of accumulating Rs 3.

It can be safely said that over a year period, none of the investments excluding real estate in some specific areas would have provided such returns.

This post is a reiteration of our strong faith on the power of regular investments through Systematic Investing Plan SIP. So lets carry out similar analysis for longer time-frames. There was just one single digit return period of 8.

Building Wealth through Systematic Investing in Mutual Funds – A Case Study

The worst performing fund could manage it only twice. Alongwith with him, I also did a detailed comparative analysis about Real Estate Investments vs. Rolling Year Returns The story is similar for the year period too.

We just did SIP. The XIRR results are as follows: Now we did not attempt to time the markets or try any other complex techniques. But even though the worst fund does poorly when compared to best one, it is still not a bad performance, when compared to other safer options.

Comparatively, the best fund created a final corpus of Rs 1. But that is the power of long term investing. So we take one of the worst performing funds — Sundaram Growth Fund, and repeat our analysis. Lets now try to answer some questions which readers might have about SIP investing: Now lets agree to one fact.

The chosen fund delivers return of Compare this with the returns given by the best fund — which had a low of For years, mutual fund companies have been trying hard to convince retail investors about the benefits of SIP. In a year period, we get 10 data points on a rolling 5-year basis. The most important thing to observe here is that once again, there are no negative returns periods.

So most of the data points in year periods have gone through couple of bull and bear markets. Sincethis fund has not performed well and currently stands at the bottom of the large and midcap category.

Now the interesting thing about these year periods is that these started with a bear market in —which was then followed by mega bull-run of It is not risky provided you play by the rules of the game. And unless you were lucky in real estateyou could not have made such returns in any other asset class.

Conclusion The above analysis shows that for the best fund in its category, there were no losses in any of the 3, 5, 7, 10 or year periods.For this multi-scenario case study, we have chosen the mutual fund scheme: Franklin India Prima Plus Fund – Growth.

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An amount of Rs 10, was invested monthly (via SIP) in this fund starting from July (for a Year Period for this case study). Case Study: UTI Mutual Fund Revolutionising business with future ready collaborative solutions.


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S. K. S. Yadav + 2. A Critical Analysis of Indian Mutual Funds Sector: A Case Study of Unit Trust of India (UTI) Mutual Fund, Bank of India (BOI) Mutual Fund and Tata Mutual Fund) " Article (PDF Available) · March.

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Essays - largest database of quality sample essays and research papers on Case Study On Indian Mutual Funds. My study gives an overview of mutual funds – definition, types, benefits, risks, limitations, history of mutual funds in India, latest trends, global scenarios.

I have analyzed a few prominent mutual funds schemes and have given my findings.

Case study on indian mutual funds
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