1. A STUDY OF COMPARATIVE ANALYSIS OF
BALANCED MUTUAL FUND-EQUITY ORIENTED

2. A balanced fund is geared toward
investors who are looking for a
mixture of safety, income and
modest capital appreciation.
balanced funds are mutual funds
that invest in both equities and debt
instruments. They normally keep
their equity component in the range
of 60%-75% and the rest in debt
products or cash.
WHAT DOES THIS BALANCED MUTUAL FUND
MEANS??
The purpose of this funds is to provide investors with a single mutual fund that
combines both growth and income objective.

3. SECTORAL ANALYSIS:
India’s savings rate has been between 30-35 per cent since last few years, investment in
mutual funds have been minimal as compared to other avenues for investment.
Industry recorded an AUM of INR 8,800 billion. The highest AUM was recorded in
August 2013 as INR 9,580 billion.
Mutual funds as an investment vehicle have gained immense popularity in the current
scenario, which is clearly reflected in the robust growth levels of assets under
management.
The Indian mutual fund industry is passing through a transformation. On one side it has
seen a number of regulatory developments while on the other the overall economy is just
recovering from the global crisis of 2008.
Mutual funds are restructuring their business models to provide for increased efficiencies
and investor satisfaction. The industry also faces a number of issues which are
characterized by lack of investor awareness, low penetration levels, high dependence on
corporate sector and spiraling cost of operations.

4. RESEARCH OBJECTIVE 1:
To study whether there is a significant relationship between the AUM and the
Returns of the selected Balanced Funds: Equity Oriented
Hypothesis
H₀: There is no significant relationship between the AUM and the Returns of the
selected Balanced Funds: Equity Oriented.
Hа: There is a significant relationship between the AUM and the Returns of the
selected Balanced Funds: Equity Oriented.
Level of Significance(α): 5%
Nature of Research : 1st Phase: Descriptive
2nd Phase: Causal
Data Collection Source : Secondary

5. 1.HDFC

6. 2.ICICI

7. 3.UTI

8. 4.DSP

9. RESEARCH OBJECTIVE 2:
To study whether there is a significant difference in
Returns among the selected Balanced Funds:
Equity Oriented
Hypothesis
H₀: There is no significant difference in the returns among the
selected Balanced Funds: Equity Oriented.
Hа: There is a significant difference in the returns among the selected
Balanced Funds: Equity Oriented.
Level of Significance(α): 5%
Nature of Research : 1st Phase: Descriptive
2nd Phase: Causal
Data Collection Source : Secondary

13. Post Hoc Tests

14. HOMOGENOUS SUBSETS

15. • R.O.1: There is no relation between the AUM and the
Returns of the companies except in the case of DSP
Blackrock.
• R.O.2: There is no significant difference in the returns of
all the 4 companies.

16. http://www.hdfcsec.com/Share-Market-Research/Research-
Details/MFReports/3009881es
Fact sheets of selected companies
https://www.pwc.in/assets/pdfs/financialservice/Towards_2015.pdf
BIBLIOGRAPHY:
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