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Equity funds or Mutual Funds? Through the Lens of SIP and LIP

Publication Type : Journal Article

Source : International Journal of Pure and Applied Mathematics, Volume 118, No. 20, 2018, pp 4177-4185

Url : https://acadpubl.eu/hub/2018-118-21/articles/21e/52.pdf

Campus : Kochi

School : School of Arts and Sciences

Department : Commerce and Management

Year : 2018

Abstract : his paper examines the performance of Systematic Investment Plan (SIP) and Lump-Sum Investment Plan (LIP)inselected Equity Shares and Mutual Funds. Ten institutions were selected for this study and it covers the period from 2011 to 2015 (five-year period). The measuresused to evaluate the performance of the equity shares and mutual funds help us to understand each fund’s return from investment modes among SIP and LIP. We have identified that there are investors who are willing to take more risk for higher returns and also, there are investors who opt for safety of the investment than revenue realization. The study also focuses on the alternate investment options available for the investors for investing in mutual funds and equity shares. The study shows that majority of the funds and shares gives better returns when investing through Systematic Investment Plan.

Cite this Research Publication : T G Manoharan and Gowri V Nair, "Equity funds or Mutual Funds? Through the Lens of SIP and LIP," International Journal of Pure and Applied Mathematics, Volume 118, No. 20, 2018, pp 4177-4185

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