M. Kaja Muhaideen


The mutual fund is an important financial instrument which can play a significance role in the development of the Indian investors. Mutual funds are supposed to be the best investment vehicle for investors, but they are try to know Liquid schemes are the best. This study helps to choose liquid mutual fund schemes from the fund houses and the investors may get idea to invest this scheme. In this regards following investment tools are used Return on Investment, beta, Sharpe Ratio, Treynor Ratio. The overview of study, liquid mutual fund schemes were given more return compare to bank interest. Especially, all the liquid mutual fund schemes met expected market return based on market position. The study period is from 01-04-2012 to 31-03-2017. Mutual Fund industry given more return based on other interest based investment and inflation rate.  So the investors expect meet out the economy inflation they will choose mutual fund schemes.  It is able to invest middle class people to upper class people.  Finally, mutual fund investment is good for society, economy, industry and country.


Equity Mutual Fund Schemes, Performance Evaluation, Benchmark, Standard Deviation, Coefficient of Determination, Beta and Risk Adjusted Performance Measures.


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Treynor JL. (1965). “How to Rate Management of Investment Funds”, Harvard Business Review, Vol.43(1), pp.63-75.

• Other Bibliography

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Gangaiah G. (2015). “Performance Evaluation of SBI Mutual Funds”, International Journal of Advances in Arts, Sciences and Engineering, Vol.3(7), pp.15-22. ISSN: 2320-6136(Print), 2320-6144 (Online).

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