Performance Analysis And Strategic Insights Into Equity, Debt, And Hybrid Mutual Funds: A Comparative Study In India

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Dr. Lavakush Singh
Dr. Nalini Dixit
Dr. Nidhi Girahiya
Mousami Vaishnav

Abstract

This research delves deeply into assessing the performance of carefully chosen Equity, Debt, and Hybrid Mutual Funds in India, with the aim of providing investors with valuable insights essential for making informed investment decisions. Unlike broad analyses, this study adopts a targeted approach, zooming in on individual funds within each category. Through a comprehensive examination, it evaluates their past performance, key performance indicators, and how these factors could impact the optimization of investors' portfolios.The primary goal of this research is to equip investors with the necessary tools to make strategic decisions when selecting mutual funds. By considering factors such as risk appetite, investment objectives, and the ever-evolving dynamics of the market, investors can align their choices with their specific financial goals. This approach acknowledges the diverse preferences and goals of investors and aims to cater to their unique needs. By employing a multifaceted methodology, this study goes beyond mere numerical analysis. It seeks to uncover underlying trends, identify standout performers, and distil actionable recommendations tailored to individual investors. Ultimately, the research strives to empower investors to navigate the complex landscape of mutual fund investments with confidence and strategic acumen, ensuring that their investment decisions are well-informed and aligned with their financial aspirations.

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How to Cite
Dr. Lavakush Singh, Dr. Nalini Dixit, Dr. Nidhi Girahiya, & Mousami Vaishnav. (2024). Performance Analysis And Strategic Insights Into Equity, Debt, And Hybrid Mutual Funds: A Comparative Study In India. Educational Administration: Theory and Practice, 30(5), 2849–2856. https://doi.org/10.53555/kuey.v30i5.3356
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Articles
Author Biographies

Dr. Lavakush Singh

Head of Department, Faculty of Finance, Saibalaji International Institute of Management Sciences, Pune, Maharashtra.

ORCID ID: 0000-0002-5506-8227

Dr. Nalini Dixit

Assistant Professor, Faculty of Finance, Saibalaji Education Society, Pune, Maharashtra.

Dr. Nidhi Girahiya

 Assistant Professor Faculty of Finance, International Institute of Management Studies Pune, Maharashtra.

 

Mousami Vaishnav

Ph.D. Scholar, Research centre: Shri Shankaracharya College Junwani Durg Chhattisgarh.

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