The Management of Mutual Funds
This book provides insight into the multi-dimensional process of coordinating and supervising mutual funds. This book focuses on the management of mutual funds within financial markets, with an emphasis on how corporate governance and benchmarking influen
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The Management of Mutual Funds
G.V. Satya Sekhar
The Management of Mutual Funds
Dr. G.V. Satya Sekhar MBA, Ph.D GITAM University India
ISBN 978-3-319-33999-3 ISBN 978-3-319-34000-5 DOI 10.1007/978-3-319-34000-5
(eBook)
Library of Congress Control Number: 2016957419 © The Editor(s) (if applicable) and The Author(s) 2017 This work is subject to copyright. All rights are solely and exclusively licensed by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. The use of general descriptive names, registered names, trademarks, service marks, etc. in this publication does not imply, even in the absence of a specific statement, that such names are exempt from the relevant protective laws and regulations and therefore free for general use. The publisher, the authors and the editors are safe to assume that the advice and information in this book are believed to be true and accurate at the date of publication. Neither the publisher nor the authors or the editors give a warranty, express or implied, with respect to the material contained herein or for any errors or omissions that may have been made. Cover illustration: © Apostrophe / Alamy Stock Photo Printed on acid-free paper This Palgrave Macmillan imprint is published by Springer Nature The registered company is Springer International Publishing AG The registered company address is: Gewerbestrasse 11, 6330 Cham, Switzerland
Contents
1
Introduction
2
Review of Literature
37
3
Corporate Governance
61
4
Benchmarking
95
5
Asset Management
109
6
Portfolio Management
133
7
Role of the Fund Manager
149
Appendix: Challenges Faced by Global Financial Markets, 1987–2007
1
167
v
vi
Contents
Bibliography
171
Index
177
List of Figures
Fig. 1.1 Mutual fund structure (Source: Prepared by author)
4
vii
List of Tables
Table 1.1 Table 1.2 Table 1.3 Table 1.4 Table 1.5 Table 4.1 Table 4.2
Table 4.3 Table 4.4
Table 4.5 Table 4.6
Mobilization of resources by mutual funds: 1987–1993 (Rs. crore) Cumulative savings mobilized by financial institutions during 1987–1993 A select private sector mutual fund and foreign partners Growth of the mutual fund industry—AUM Assets under management during April 2000– April 2015 UTI Equity Fund-comparison with benchmark fund as on January 26, 2016 SBI Blue Chip Fund—Direct Plan (G)— (Rank 1)—comparison with benchmark fund as on January 26, 2016 Birla Sun Life Frontline Equity Fund (G)( Rank 2) as on January 26, 2016 SBI Magnum Equity Fund (G) (Rank-3)— comparison with benchmark fund as on January 26, 2016 HSBC Equity Fund (G)—comparison with benchmark fund as on January 26, 2016 HDFC Index Fund Sensex Plus Plan–Direct Plan
14 15 15 18 20 101
101 102
102 103 103 ix
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