Performance Evaluation and Comparison  of SBI and UTI Mutual Funds– with Special  Reference to SBI Magnum Blue Chip Fund  and UTI Top 100 Fund

Priyanka S. Tankasali; Santosh M. Kolhar

Volume : III, Issue : IV, April - 2014

Performance Evaluation and Comparison of SBI and UTI Mutual Funds– with Special Reference to SBI Magnum Blue Chip Fund and UTI Top 100 Fund

Priyanka S. Tankasali, Santosh M. Kolhar

Abstract :

With the increase in the literacy rate and globalization in India, the disposable income of an individual has increased, which has made a significant impact on the savings habits of the individual. People today want to earn on their savings either in the form of return or appreciation in the value which has given way to many investment avenues to emerge in India. And today one of the most preferred investment avenues for an investor is mutual funds.Mutual fund industry has seen a lot of changes in past few years with multinational companies coming into the country, inging in their professional expertise in managing funds world-wide. Now investors have a wide range of schemes to choose from depending on their individual profiles. The mutual fund companies today are performing with lower risks and higher profitability within a short span of time by diversifying the pooled funds.The study on �Performance Evaluation and Comparison of SBI and UTI Mutual Funds- with special reference to SBI Magnum Blue Chip Fund and UTI Top 100 Fund� is based on the analysis of secondary data available in the market by using different financial tools and techniques like Sharpe�s Model. The data analysis is done as on 31st Jan, 2014.