Cover of: Factors that affect mutual fund growth | F. B. Allderdice

Factors that affect mutual fund growth

  • 22 Pages
  • 2.86 MB
  • English
M.I.T. , [Cambridge
Mutual f
Statement[by] F.B. Allderdice and D.E. Farrar.
SeriesMassachusetts Institute of Technology. Alfred P. Sloan School of Management. Working papers -- no. 256-67, Working paper (Sloan School of Management) -- 256-67.
ContributionsFarrar, Donald Eugene.
The Physical Object
Pagination22 leaves,
ID Numbers
Open LibraryOL18081748M

The Determinants of Mutual Fund Performance | Budgeting. choolofmanagement factorsthataffectmutualfundgrowth massachusetts instituteoftechnology 50memorialdrive cambridge. Key words: Consumer behaviour, Mutual Funds, Service and Key Factors.

Introduction Among the many developments in the Indian financial sector, the growth in mutual fund investments is File Size: KB.

Mutual Fund returns are affected by numerous factors. The types of assets a fund owns will impact its earnings.

Description Factors that affect mutual fund growth EPUB

More specifically, a fund’s objective can affect results. For example, a fund can invest in a. Mutual fund performance can be affected by many different factors, including the individual investments that are chosen by the mutual fund manager.

The asset allocation of the. growth rate, inflation rate and fund size factors. These factors represent risk in the mutual funds market and a positive risk return relationship as computed from the model.

Inflation rate, market interest rates and GDP growth rate were observed to have the greatest impact on mutual fund. The impressive growth in the Indian Mutual fund industry in recent years can largely be attributed to various factors such as rising household savings, comprehensive regulatory framework, favorable tax policies, and introduction of several new products, investor education campaign and role of distributors.

Factors that affect mutual fund invest ment decision of Indian investors O’Neal, E.S. () ‘Purchase and redemptio n patterns of US equity mutual funds’, Financial Management, Vol. The primary factor affecting mutual fund performance is the change in the value of its holdings. In general, share prices rise when the market is up, and mutual funds follow.

Details Factors that affect mutual fund growth FB2

Since the fund is diversified. In this study, the level of relationship between the real growth rate (GR) of the stock pension mutual funds that have been involved in the individual pension system and the variables such as the.

Some of the most important factors include: 1. Investment objective and style There’s an objective that every mutual fund, without exceptions, follow. Factors That Affect Mutual Fund Growth Alfred P. Sloan School of Management (Classic Reprint) Posted on by jejol.

How Distributions Affect Net Asset Value. A mutual fund's NAV is calculated by dividing the value of the fund's assets by the number of the fund's outstanding shares.

When a fund. - Factors Affecting Choice of Mutual Fund - Types of Mutual Funds, Investing in Stock Markets B Com Notes | EduRev is made by best teachers of B Com. This. Stock mutual funds fall under many fund types and categories but the two primary classifications or styles are growth funds and value funds.

Knowing the difference between growth. Asset Growth. The key determining factor in whether a mutual fund's price goes up is the growth of its assets.

Most mutual funds include stock in numerous companies. the which factors or events affect most. Mohammadreza Monjazeb and Esmaeel Ramazanpour () First hypothesis was that the model estimation is accepted and according to this there was a positive effect of exchange rate on the mutual fund return.

Secondly that the effect of inflation on the mutual fund. mutual fund and factors influencing the selection 1. A STUDY OF MUTUAL FUND AND FACTORS INFLUENCING THE MUTUAL FUND/SCHEME SELECTION BY RETAIL INVESTORS.

Q. How does AUM affect mutual fund returns. Market fluctuations affect the valuation of AUM greatly, since returns from equity allocation are a part of AUM. If the AUM increases or decreases significantly, it impacts the Net Asset Value of the fund.

All investments in mutual funds and securities are subject to market risks and the NAV of the schemes may go up or down depending upon the factors and forces affecting the securities market. Past performance of the Sponsor/AMC/Mutual Fund does not indicate or guarantee the future performance of the scheme(s) of Principal Mutual Fund.

Distributions and Mutual Fund Buying Strategy. When it comes to buying mutual funds, the tax implications of fund distributions must be considered. The most common mistake in mutual fund investing is the so-called "buying-the-dividend," that is, buying mutual fund.

Mutual fund forms an important part of the Malaysian economy today. The healthy growth of the industry seems to benefit the country’s economy and the investors. The aim of this study is to determine the factors affecting people investing in Mutual Fund. Downloadable. The substantial growth of the mutual fund industry during the last few years has attracted the attention of students of finance, economics, and public policy alike.

Net assets managed by such funds have grown from approximately $ million in to more than $38 billion by June of During the mutual fund. This is because different strategies work in different kinds of market cycles.

A fund manager with a stated philosophy of investing may not always win if the market is driven by other factors.

Download Factors that affect mutual fund growth PDF

Value funds, for example, will slip if the market is driven by growth. Returns related to a mutual fund’s market risk positively affect fund flows. Investors do not completely ignore other factors that affect fund performance.

However, they place less emphasis on the size and value factors. Mumbai: A $69 million Indian quant fund has delivered more than double the returns of the nation’s benchmark stock index this year by avoiding volatile shares and focusing on sector diversification.

The DSP Quant Fund. And although you should consider many different factors when searching for funds worth keeping, research from fund giant Morningstar suggests that one single factor may best predict mutual fund.

The Fidelity Contrafund (FCNTX) provides a good example of the difference between looking at the fund’s NAV and its total fund opened at a share price of $ On the last trading day of the year, the fund closed with an NAV of $ Based on NAV changes alone, it would appear that the fund.

Investment Style. The Amana Growth Fund actively seeks issuers that demonstrate sustainable financial characteristics as well as a commitment to identifying and managing environmental, social, and governance-related risks.

ESG factors. However, the effect of the fund size of mutual fund performance is a growing concern, especially in light of massive inflows that have increased the mean size of funds in the recent past. Over the past three years, investors have dumped over Rs 3 lakh crore of assets in the hands of equity mutual fund.

Generally, investors would prefer a fund with an upside capture ratio in rising markets greater than and a downside capture ratio less than 7. Independent Ratings Companies such as Lipper and Morningstar have proprietary rating systems to rate mutual.

Mutual fund investments are no different, so a basic understanding of how interest rates work and how they can affect your portfolio is an important step in ensuring you invest in products that.

Home > Infographics > 5 Factors That Affect The Performance Of Mutual Fund. 5 Factors That Affect The Performance Of Mutual Fund