Mutual Funds , a Project Report
Introduction
Mutual funds are a topic, which is of interest to both investors and academicians all over the world. Mutual Funds as a medium-to-long term investment option are preferred as a suitable investment option by investors. However, with so many market entrants and a plethora of schemes available to the investors, the question is the choice of mutual fund.
The study focuses on this problem of mutual fund selection by investors. It involves performance evaluation of ten mutual funds based on the evaluation models: Fama, Jensen, Sharpe and Treynor.
It is to be noted that while analyzing performance of a mutual fund both qualitative and quantitative measures should be considered. The performance measures used in the study only depict the quantitative result based on the past return and risk associated with it. And the other factors such as asset allocation of funds, percentage of specific sector investments, fund manager’s background, experience and his style has not been taken in to consideration.
This report starts with an overview of the Standard Chartered Bank and Standard Chartered Mutual Fund. Following is the basics on Mutual Fund and the present industry scenario and the study on performance evaluation of mutual funds.
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Standard Chartered Bank – An Overview
Standard Chartered Bank (SCB) is a leading British bank having operations in more than 50 countries with the Asia Pacific region, South Asia, the Middle East, Africa, the United Kingdom and America.
SCB is listed on London Stock Exchange and the Hong Kong Stock Exchange and is consistently ranked in the top 25 among FTSE-100 companies by market capitalization.
Standard Chartered has a history of over 150 years in banking and a network of over 1400 branches across the globe. It employs over 60,000 people of more than 100 nationalities. This diversity is the core competency of Standard Chartered Bank, which contributes to the growth of the bank in the international markets.
Mutual funds are a topic, which is of interest to both investors and academicians all over the world. Mutual Funds as a medium-to-long term investment option are preferred as a suitable investment option by investors. However, with so many market entrants and a plethora of schemes available to the investors, the question is the choice of mutual fund.
The study focuses on this problem of mutual fund selection by investors. It involves performance evaluation of ten mutual funds based on the evaluation models: Fama, Jensen, Sharpe and Treynor.
It is to be noted that while analyzing performance of a mutual fund both qualitative and quantitative measures should be considered. The performance measures used in the study only depict the quantitative result based on the past return and risk associated with it. And the other factors such as asset allocation of funds, percentage of specific sector investments, fund manager’s background, experience and his style has not been taken in to consideration.
This report starts with an overview of the Standard Chartered Bank and Standard Chartered Mutual Fund. Following is the basics on Mutual Fund and the present industry scenario and the study on performance evaluation of mutual funds.
.
Standard Chartered Bank – An Overview
Standard Chartered Bank (SCB) is a leading British bank having operations in more than 50 countries with the Asia Pacific region, South Asia, the Middle East, Africa, the United Kingdom and America.
SCB is listed on London Stock Exchange and the Hong Kong Stock Exchange and is consistently ranked in the top 25 among FTSE-100 companies by market capitalization.
Standard Chartered has a history of over 150 years in banking and a network of over 1400 branches across the globe. It employs over 60,000 people of more than 100 nationalities. This diversity is the core competency of Standard Chartered Bank, which contributes to the growth of the bank in the international markets.
References: 1. 10 Apr. 2007 . 2. 28 Mar. 2007 . 3. 5 Apr. 2007 . 4. 7 Apr. 2007 . 5. 8 Apr. 2007 . 6. "Basics of Mutual Funds." Amfiindia. 5 Apr. 2007 .