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Market-timing Performance of the Open-ended Income and Growth Mutual Fund Schemes: An Empirical Study

International Journal of Financial Management

Volume 3 Issue 3

Published: 2013
Author(s) Name: Subrata Roy, Shantanu Kumar Ghosh | Author(s) Affiliation: Dr.Subrata is employed at Rabindra Mahavidyalaya; Prof. Shantanu is working with Univ. of Burdwan
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Abstract

The present study seeks to examine the markettiming performance of the open-ended income and growth mutual fund schemes’ managers in India over the period from January 2001 to December 2011. The data for the proposed study are obtained from the website of Association of Mutual Funds in India (AMFI). Here, Treynor and Mazuy model is used. However, the empirical findings bring out that the market-timing performances of both types of schemes are not statistically significant. It is also observed from the analysis that eight schemes are statistically significant. Consequently, the average market-timing performance is also unsatisfactory for the income (0.007) as well as growth (-0.095) schemes. But, the mean test reveals that they are approximately equal performers. On the whole, owing to the insignificant market-timing performance, the fund managers of both types of schemes have failed to earn abnormal rate of return by applying the strategy of market outguessing from the volatile capital market. This speaks against the superior market-timing ability of the open-ended mutual fund managers in India.

Keywords: Mutual Fund, Performance Evaluation, Market-timing, Treynor and Mazuy Model, BSE Sensex

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