VidhiAagaz
International Journal ofLaw Management & Humanities
ISSN 2581-5369 · Open access
International Journal ofLaw Management & Humanities
Open accessResearch PaperVol. 8 No. II (2025)pp. 4852–4863

Balancing Risk and Return: Comparative Study of Specific Equity, Debt and Hybrid Mutual Fund Schemes

PR
Paulami RoyStudent at Amity Law School Kolkata, Amity University Kolkata, India
View PDF
537views261downloads
Published 27 April 2025 · pp. 4852–4863 · Vol. 8 No. II (2025)
Abstract

The performance of selected debt, equity, and hybrid mutual fund schemes in India is investigated in this study in terms of market volatility and the risk-return relationship. The study analyzes the funds using financial tools like the Treynor Ratio, Jensen Ratio, Sharpe Ratio, Beta, Standard Deviation, and Rate of Return. Around 20 respondents completed a questionnaire to provide primary data, and sources like AMFI, NSE, and BSE provided secondary data. According to the research, investors prefer equity mutual funds over debt and hybrid funds, indicating that they are looking for riskier investments. This study gives investors insight into their preferences and advises capitalists on the most effective investment strategies.

Keywords
Mutual FundsStock MarketEquity FundsDebt Funds

How to cite

Paulami Roy, Balancing Risk and Return: Comparative Study of Specific Equity, Debt and Hybrid Mutual Fund Schemes, 8 Int'l J. L. Mgmt. & Human. 4852 (2025).

Cite this article

Paulami Roy, Balancing Risk and Return: Comparative Study of Specific Equity, Debt and Hybrid Mutual Fund Schemes, 8 Int'l J. L. Mgmt. & Human. 4852 (2025).
Chat with us