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Abstract

Market soaring high and taking a dip is a part of investment journey. The investor participation in mutual fund industry taps the competition nerve and challenges the players to sustain the investor base. While the investment objectives of the investors are given due consideration by the fund managers, it is also complex to maintain the risk and return format. Hence, measuring the performance of the asset management companies enables us to understand the efficiency of the fund managers and performance of the fund. This paper investigates the performance of Focused Equity Fund in SBI Mutual Fund over a period of five years (1st April 2014 to 31st March 2019). To make comparison of fund return with market, CNX Nifty 500 is considered as benchmark index. The study employed various risk adjusted measures to check the fund is out performed or unperformed against the market.

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