Performance Analysis of Selected Mutual Fund Schemes: A Case Study

Abstract

This study aims to evaluate the performance of selected mutual fund schemes offered by Aditya Birla Sun Life Mutual Fund. By leveraging secondary data from April 2022 to March 2023, this research analyzes the Net Asset Value (NAV) and corresponding returns of five mutual fund schemes. Utilizing statistical tools and the Sharpe Index Model, the study assesses risk-adjusted returns to rank the schemes and provide insights into their relative performance. The findings serve as a valuable resource for individual investors, organizations, and regulators, facilitating informed investment decisions and highlighting market trends. The research underscores the significance of mutual funds as a viable investment vehicle for diverse portfolios and examines the efficacy of specific schemes in achieving their investment objectives.