performance analysis of selected mutual funds with respect to growth and dividend options (KEY IJP************456)

• Batthula Kavya

Abstract

This study investigates the performance dynamics of selected mutual funds categorized intogrowth and dividend options. The analysis aims to provide insights into how these fundsperform relative to each other across various metrics including total return, capital growth,dividend yield, risk profiles, expense ratios, and tax implications. By comparing historicaldata and using financial metrics such as Standard deviation, Sharpe ratio and Treynors ratio.,the study assesses the effectiveness of each option in different market conditions and overvarious time frames. Factors such as fund manager tenure, investment strategy consistency,and sector diversification are also considered to understand the underlying drivers ofperformance. The findings contribute to a comprehensive understanding of the trade-offsbetween growth and dividend-focused mutual funds, assisting investors in making informeddecisions aligned with their financial objectives and risk preferences.