Skip to main content
Disciplines
Automotive Business IT + Informatics Construction + Real Estate Electrical Engineering + Electronics Energy + Sustainability Insurance + Risk Finance + Banking Management + Leadership Marketing + Sales Mechanical Engineering + Materials
Events
DE
EN
Books
Journals
Topic Page
Marketing
Start single access now
Access for companies
EXTENDED SEARCH
Log in
Top
Published in:
Introduction Read chapter Read first chapter

2017 | OriginalPaper | Chapter

4. Benchmarking

Author : Dr. G. V. Satya Sekhar, MBA, Ph.D

Published in: The Management of Mutual Funds

Publisher: Springer International Publishing

Log in

Activate our intelligent search to find suitable subject content or patents.

search-config
loading …

Abstract

This chapter focuses on benchmarking in the mutual fund industry. Benchmarking is a tool that is used to judge the performance of mutual funds against a “standard” or “benchmark” decided for the particular scheme. The benchmark fund varies according to the nature of fund and the decisions made by the manager of the asset management company (AMC) of the respective scheme/fund.

Dont have a licence yet? Then find out more about our products and how to get one now:

Springer Professional "Wirtschaft+Technik"

Online-Abonnement

Mit Springer Professional "Wirtschaft+Technik" erhalten Sie Zugriff auf:

  • über 102.000 Bücher
  • über 537 Zeitschriften

aus folgenden Fachgebieten:

  • Automobil + Motoren
  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Elektrotechnik + Elektronik
  • Energie + Nachhaltigkeit
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Maschinenbau + Werkstoffe
  • Versicherung + Risiko

Jetzt Wissensvorsprung sichern!

inform now

Springer Professional "Wirtschaft"

Online-Abonnement

Mit Springer Professional "Wirtschaft" erhalten Sie Zugriff auf:

  • über 67.000 Bücher
  • über 340 Zeitschriften

aus folgenden Fachgebieten:

  • Bauwesen + Immobilien
  • Business IT + Informatik
  • Finance + Banking
  • Management + Führung
  • Marketing + Vertrieb
  • Versicherung + Risiko




Jetzt Wissensvorsprung sichern!

inform now
previous chapter Corporate Governance
next chapter Asset Management
Footnotes
1
Bruce A Costa, Keith Jakob, Scott J Niblock and Elisabeth Sinnewe, ‘Benchmarking’ the benchmarks: How do risk-adjusted returns of Australian mutual funds and indexes measure up?, Journal of Asset Management 16, 386–400 (November 2015) | doi:10.1057/jam.2015.29
 
2
Alex Frino and David R. Gallagher, Is Index Performance Achievable?: An Analysis of Australian Equity Index Funds, Abacus, Vol. 38(2): pp. 200–214, 2002
 
3
Friend, I., F.E. Brown, E.S. Herman and D. Vickers (1962), A Study of Mutual Funds, U.S. Government Printing Office, Washington, D.C.
 
4
Eun, C.S., R. Kolodny and B.G. Resnick (1991), “U.S. Based International Mutual Funds: A Performance Evaluation,” The Journal of Portfolio Management 17, Spring, pp. 88–94.
 
5
Ramesh Chander (2006), “Informational Efficiency, Parameter Stationarity and Bench Mark Consistency of Investment Performance, The ICFAI Journal of Applied Finance, March.
 
6
Statman M, ‘Socially responsible Mutual Funds, Financial Analysts Journal, Vol.56, 2000, pp 30–38.
 
7
Jow-Ran Chang, Mao-Wei Hung & Cheng-few Lee (2003), “An Intertemporal CAPM approach to Evaluate Mutual Fund Performance”, Review of Quantitative Finance and Accounting, 20: 425–433.
 
Metadata
Title
Benchmarking
Author
Dr. G. V. Satya Sekhar, MBA, Ph.D
Copyright Year
2017
Book
The Management of Mutual Funds

Print ISBN: 978-3-319-33999-3

Electronic ISBN: 978-3-319-34000-5

Copyright Year: 2017

DOI
https://doi.org/10.1007/978-3-319-34000-5_4