Performance of benchmark mutual funds in India -an analysis of select equity, debt and balanced growth funds

Allocations of wealth across different asset classes and specific investments have become a challenging task for the investors, portfolio managers and fund managers. Essentially, investors participate in financial markets over time in order to share and diversify various risks, which arise in their investment decisions. Investors use financial markets not only to share risk but to make risk-return trade-off in a better way. Mutual funds help the investors make optimal trading strategies economically feasible to mitigate the risk and optimise the return. The performance of mutual funds that depends on volatility of the market and macro economy will play a pervasive role in deciding the fate of investment decisions of investors a lot. The present paper is a modest attempt to discuss on the performance of benchmark mutual funds in India through a select Equity, Debt and Balanced Growth Fund.