A study on performance evaluation of debt and equity fund in Coimbatore Capital Limited

Mutual Fund is a trust that pools the savings of investors who share a common financial goal. Mutual Fund is of enormous interest not only to researchers all over the world, but also to investors. There are different types in mutual funds like Equity Fund, Money Market or Liquid Fund, Hybrid Fund, Debt or Income Fund, Gilt Fund, etc., But this study is focused on Equity Funds and Debt Funds.

The study is focused to analyze the performance of various schemes in Equity Fund and Debt Fund of the share trading firm and gives suggestion based on outcome of the results with regard to the best investment scheme. The tools used for this study are standard deviation, beta and performance measures are done with the help of Treynor Measure, Sharpe Measure, and Jensen Measure. This study covers only five years of fund value and it is fully based on secondary data only.