Measuring Performance of Indian Mutual Funds

Finance India , June 2011

17 Pages Posted: 8 Dec 2008 Last revised: 18 Feb 2011

See all articles by Dr. Deepak Agrawal

Dr. Deepak Agrawal

Lal Bhadur Shastri Institute of technology & Mgt; Devi Ahilya Vishwavidyalaya (DAVV) University; Research Foundation of India

Date Written: September 15, 2007


Since the development of the Indian Capital Market and deregulations of the economy in 1992 there have been structural changes in both primary and secondary markets. Mutual funds are key contributors to the globalization of financial markets and one of the main sources of capital flows to emerging economies. Despite their importance in emerging markets, little is known about their investment allocation and strategies. This article provides an overview of mutual fund activity in emerging markets. It describes about their size and asset allocation. This paper is a process to analyze the Indian Mutual Fund Industry pricing mechanism with empirical studies on its valuation. It also analyzes data at both the fund-manager and fund-investor levels. The study reveled that the performance is affected by the saving and investment habits of the people and the second side the confidence and loyalty of the fund Manager and rewards affects the performance of the MF industry in India.

Keywords: Net Asset Value (NAV), Sales Load, Repurchase or 'Back-end' Load, Asset Under

Suggested Citation

Agrawal, Deepak, Measuring Performance of Indian Mutual Funds (September 15, 2007). Finance India , June 2011, Available at SSRN:

Deepak Agrawal (Contact Author)

Lal Bhadur Shastri Institute of technology & Mgt ( email )

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Devi Ahilya Vishwavidyalaya (DAVV) University ( email )

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