The Indian Mutual Fund Industry [electronic resource] : A Comparative Analysis of Public vs Private Sector Performance /
Sekhar, G.author.
Dr. Sekhar offers comprehensive knowledge on the mutual fund industry in India and provides ready-made practical information for investors. He presents an overview of investment patterns for both public and private sector mutual funds, and analyses the performance of selected schemes using various measures of risk.
Description based upon print version of record.
Cover; Contents; List of Figures, Tables and Graphs; Preface; List of Abbreviations and Acronyms; 1 Introduction; 1.0 Prologue; 1.0.1 Need for the study; 1.0.2 Objectives of the study; 1.0.3 Hypotheses; 1.0.4 Scope of the study; 1.0.5 Data analysis techniques; 1.0.6 Coverage of the study; 1.0.7 Plan of the study; 1.1 Genesis of global mutual funds; 1.2 The arrival of the modern fund; 1.2.1 Progress of the global mutual fund industry; 1.2.2 Global trends in open-ended mutual funds; 1.3 Genesis of Indian mutual fund industry; 1.3.1 First phase (1964-1987); 1.3.2 Composition of UTI assets
1.3.3 Second phase (1987-1993)1.3.4 Third phase (1993-2003); 1.3.5 Fourth phase (since February 2003); 1.3.6 Trends in assets under management (2003-2009); 1.4 Role of Securities Exchange Board of India (SEBI); 1.4.1 Restrictions of business activities; 1.4.2 Major recommendations of the Dave Committee; 1.4.3 SEBI guidelines during 2007-2008; 1.4.4 SEBI guidelines, issued on 8 April 2009; 1.4.5 Circulars issued by SEBI during 2009-2013; 1.5 Role of Association of Mutual Funds in India (AMFI); 1.5.1 Objectives of AMFI; 1.5.2 AMFI guidelines and norms for intermediaries (AGNI)
2 Review of Literature2.1 Performance evaluation methods; 2.2 Modelling dimensions for performance evaluation; 2.2.1 Jensen model; 2.2.2 Fama model; 2.2.3 Treynor and Mazuy model; 2.2.4 Statman model; 2.2.5 Choi model; 2.2.6 Elango model; 2.2.7 Chang, Hung and Lee model; 2.2.8 MM approach; 2.3 Fund selection behaviour/investors' behaviour; 2.4 Other relevant studies; 3 Trends in Resource Mobilization; 3.0 Introduction; 3.1 Significance of resource mobilization; 3.1.1 India's place; 3.2 Overview of resource mobilization in India; 3.2.1 Significance of scheme-wise analysis
3.2.2 Purchases and sales for various schemes3.3 Trends in resource mobilization; 3.3.1 Gross resource mobilization; 3.3.2 Redemption and repurchases; 3.3.3 Net flows; 3.4 Resource mobilization and major banks and financial institutions; 3.4.1 Bank-sponsored institutions; 3.4.2 FI-sponsored institutions; 3.5 Factors influencing gross resources mobilization; 3.5.1 Dependent variables in different models; 3.5.2 Reasons for considering independent variables for all three models; 3.5.3 Methodology; 3.5.4 Regression model of private sector mutual funds
3.5.5 Regression model of public sector (other than UTI) mutual funds3.5.6 Regression model of UTI mutual funds; 3.5.7 Regression equations (after considering independent variables X2 to X8); 3.5.8 Impact of independent variables; 3.6 Findings and conclusions; 3.6.1 Findings; 3.6.2 Conclusion; 4 Investment and Investors' Analysis; 4.0 Introduction; 4.0.1 Theoretical background; 4.1 SEBI guidelines on investment patterns of mutual funds; 4.2 Restrictions on investments; 4.3 Instruments of investment; 4.4 Investment mix; 4.5 Investment patterns during 1993-2009
4.6 Classification of investments by AMFI
Includes bibliographical references and indexes.
Dr. Sekhar offers comprehensive knowledge on the mutual fund industry in India and provides ready-made practical information for investors. He presents an overview of investment patterns for both public and private sector mutual funds, and analyses the performance of selected schemes using various measures of risk.
Banks and banking.
Investment banking.
Securities.
Banking.
Investments and Securities.