Debt Mutual Fund Case Study

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Table no:1 Showing Average Returns of debt mutual fund in growth option PARTICULARS AVERAGE RETURN 364 Days treasury bill 7.83% HDFC cash management fund treasury advantage wholesale plan Growth option. 7.45% UTI treasury advantage fund institutional growth 7.36% ICICI prudential short term regular plan growth option 7.26% KOTAK flexi debt plan-A growth 7.62% DSPBR Money manager fund-Regular –growth 7.16% Graph no:1 Showing Average Returns of debt mutual fund in growth option INTERPRETATIONS: Average return can be calculate by common Arithmetic mean is used In the above graph, the average return of Treasury bill is 7.83% taken as bench mark to compare with different debt mutual fund in option scheme And Growth…show more content…
This analysis detail the company can achieve high returns and the commodities in stock exchange units. Easy to market and collect the fund form the client. TO THE INVESTORS Investors can buy any type or any number of unites according to their financial status and risk tolerance In the end of study conclude that in GROWTH option in DEBT mutual fund KOTAK flexi debt plan-A growth is preferred by the person whose life is well secured after retirement or House wife, student - such persons can go for a regular monthly return. During 5 years actual return is 8.79% which is safer when it is compared to others. It has less risk and regular return to the investors.rank in trey nor is 0.13, Sharpe method is 3.9672,jensons alpha

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