Analyzing the Risk Weighted Performance of Equity Mutual Funds

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Case Details:

Case Code : FINC058
Case Length : 27 Pages
Period : 1994-2008
Pub. Date : 2009
Teaching Note :Not Available
Organization : Morgan Stanley / IDFC / Taurus / DSPML Tiger / SBI Mutual Fund
Industry : Financial Services / Mutual Funds
Countries : India

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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

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Preface Contd...

Even though the fund was guided by certain rules and guidelines of SEBI, it did not offer a guaranteed return. Being an equity fund, it was subject to the risks inherent in stock market investments such as interest rate risks, currency exchange rate risks, and the risks relating to changes in governmental policy, taxation, and political, economic, or other adverse developments.

Even after careful investment, there were chances that the fund might lose its value due to unforeseen incidents. The performance benchmark for MSGF is BSE 200, as it invested mainly in those companies that comprised the BSE 200 index.

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Performance

The fund seems to have performed quite well over the last 14 years. While for a 13.5-year and 10-year period, the fund outperformed the BSE 200, for the remaining periods the fund under-performed, as compared to its benchmark. For the last three years, the gap between the returns generated by the fund and BSE 200 has widened (Refer to Table I and to Exhibits III to X for detailed calculation of returns generated by MSGF for periods ranging between 1 year and 13.5 years). On the whole, the NAV of the fund is moving in tandem with BSE 200 (Refer to Chart I)...

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