A study conducted to select the best mutual fund

1. Best Mutual Fund -A Study Amit Joshi

4. Calculated Periodic Returns and Ranks on the basis of them Fund Name 1-Month Rank 6-Month Rank 1-Year Rank 3-Year Rank 5-Year Rank 1 Birla Sun Life Dividend Yield Plus 7.06 4 25.53 2 42.28 1 21.03 1 21.18 8 2 DSPBR Equity 6.99 5 21.55 5 33.57 6 14.36 7 25.98 5 3 HDFC Equity 8.76 2 26.09 1 42.25 2 17.73 5 26.42 3 4 HDFC Top 200 9.95 1 23.27 3 32.64 7 17.30 6 26.67 2 5 ICICI Prudential Discovery 6.92 7 19.76 7 41.59 3 20.07 2 21.59 7 6 Reliance Regular Savings Equity 6.98 6 17.53 8 31.44 8 19.44 3 27.53 1 7 Sundaram BNP Paribas Selected Midcap Reg 6.38 8 22.64 4 37.02 4 13.09 8 26.36 4 8 UTI Dividend Yield 8.48 3 20.53 6 36.93 5 17.91 4 23.66 6

6. Performance Evaluation of Selected funds in terms of risk-return and other factors Fund Name Corpus Size (in ₹ Crores) Expenses Ratio Standard Deviation Beta Alpha Sharpe Ratio R-Squared 1 Birla Sun Life Dividend Yield Plus 528.52 2.32 32.70 0.82 13.48 0.61 0.79 2 DSPBR Equity 2,248.49 1.90 33.03 0.89 7.17 0.43 0.91 3 HDFC Equity 7,450.56 1.81 36.18 0.99 10.30 0.50 0.94 4 HDFC Top 200 8,610.71 1.80 33.08 0.92 9.41 0.50 0.96 5 ICICI Prudential Discovery 1,408.98 1.96 39.01 1.00 13.20 0.54 0.82 6 Reliance Regular Savings Equity 3,111.97 1.90 41.00 1.07 12.95 0.52 0.86 7 Sundaram BNP Paribas Selected Midcap Reg 2,325.33 1.91 44.92 1.16 7.90 0.38 0.84 8 UTI Dividend Yield 2,522.67 1.92 30.38 0.82 10.28 0.55 0.92