PREFORMANCE EVALUATION OF SELECTED MUTUAL FUNDS SCHEME AT KOTAK MAHINDRA BANK, HYDERABAD

Abstract

This investigates into the performance of a meticulously chosen selection of mutual fund schemes across diverse categories, with a particular emphasis on equity, debt, and balanced offerings. Recognizing the paramount importance of informed investment decisions, the primary objective is to equip investors with a robust and insightful analysis. This analysis empowers them to strategically construct their investment portfolios, aligning them with their individual financial goals. To achieve this objective, the study employs a multifaceted approach, meticulously examining both quantitative and qualitative measures. Historical returns will be rigorously assessed to gauge past performance of each fund. Risk factors will be comprehensively analysed to understand the inherent level of volatility associated with each investment option. Additionally, the management strategies employed by each fund will be scrutinized, providing valuable insights into the underlying investment philosophy and decision-making processes driving the fund's performance. By combining these quantitative and qualitative elements, this study aims to paint a comprehensive picture of each mutual fund scheme. Through this analysis, investors will gain valuable knowledge not only about past returns but also about the risk profile and underlying investment strategies of each fund. This comprehensive understanding empowers investors to make informed choices that align with their individual risk tolerance and financial goals. Key Words: Balanced Funds, Equity Funds, Debt Funds, Mutual Fund Performance, Quantitative Analysis.