Balancing Risk and Return: Comparative Study of Specific Equity, Debt and Hybrid Mutual Fund Schemes
Lead author · Corresponding
Paulami Roy
Student at Amity Law School Kolkata, Amity University Kolkata, India
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.
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