WebMar 2, 2024 · Transparency: Since debt index funds replicate an underlying debt index, they offer better liquidity and transparency in terms of investments, issuer ratings, and maturity. Taxation benefits: Index funds are also relatively more tax efficient than directly investing in bonds since the coupon earnings from bond investments are taxed at … Web(NAV). The returns for money market funds have been lower than for either debt or equity funds. 4. Hybrid Funds: Hybrid fund is a combination of different types of funds that can be tailored to match an investor’s situation and needs. This type of fund invests in both equity and debt funds. This not only gives the fund the appeal of
A COMPARATIVE STUDY ON PERFORMANCE OF EQUITY, DEBT …
Web4.5 Sampling Frame: Equity Mutual Funds, Debt Mutual Funds and Hybrid Mutual Funds 4.6 Sample Period: The period of study was 5 years i.e., 2024 to 2024 4.7 Sample Size: Thirty-six mutual fund schemes have been selected for study. 5. HYPOTHESES For all the three funds i.e., Equity, Debt and Hybrid with the help of tools listed for analysis: WebLow to moderate risk. Moderately high to high risk. Expenses. Expense ratio of debt und is much lower compared to equity funds. Equity fund expense ratio is much higher if you … hawaiianmiles service center number
Discharge of Indebtedness: Conversion vs ... - The Tax Adviser
WebJan 1, 2012 · The basic need and objective of the study is to analyze the performance of Debt and Equity Schemes of Birla Sun Life Mutual Fund … WebMay 22, 2024 · 49. 49 10.3 Analysis of Equity Fund-Growth Plans of both Companies 1. On the basis of Sharpe’s Index Fund Sharpe Index Birla Sun Life Equity Fund 0.235 Reliance Equity Fund 0.0831 On the basis of Sharpe’s index it is seen that Birla Sun life Equity Fund’s risk adjusted performance is better than the Reliance. WebNov 11, 2024 · 1 equity funds & debt funds 5 .690 .099 .198 At 0.05 level of significance, we accept null hypothesis (that equity and debt are not similar) and reject alternative … hawaiianmiles sign in