Management Science Letters 5 (2015) 577–590
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Management Science Letters
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Conditional selectivity performance of Indian mutual fund schemes: An empirical study
Subrata Roy
a*
a
Assistant Professor, Department of Commerce, Rabindra Mahavidyalaya, Champadanha, Hooghly, West Bengal, India
C H R O N I C L E A B S T R A C T
Article history:
Received January 20, 2015
Received in revised format 16
February 2015
Accepted 20 April 2015
Available online
April 22 2015
The present study seeks to examine the stock-selection performance of the sample open-ended
equity mutual fund schemes of Birla Sun Life Mutual Fund Company based on traditional and
conditional performance measures. It is generally expected that inclusion of some relevant
predetermined public information variables in the conditional CAPM provides better
performance estimates as compared to the traditional measures. The study reports that after
inclusion of conditioning public information variables, the selectivity performances of the
schemes have dramatically improved relative to the traditional measure and also found that
conditional measure is superior to traditional measure in statistical test.
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Keywords:
Conditional Model
Jensen
Ferson & Schadt
Birla Sunlife
Selectivity
Traditional Model
1. Introduction
Mutual fund plays a crucial role in mobilizing savings from the household sector to the capital market
and it builds a link between the two markets. Commonly, it offers to the investors a rational return with
a minimum degree of expected risk. Presently, performance evaluation of mutual fund is one of the
significant and appealing topics to the academicians and professionals. The investment performance
generally deals with three basic issues (1) successful prediction of security prices, (2) efficient
prediction of market movement and (3) reduction of diversifiable risk through diversification (Jensen,
1968).These issues take a flight after the development of capital asset pricing model (CAPM)
independently by Sharpe (1964), Linter (1965) and Mossin (1966). There are many studies examined
portfolio performance by using relative measures and those measures basically concentrate on ranking
of portfolios and does not give insight on risk control mechanism. Jensen (1968) proposed an absolute
measure of portfolio performance to the existing literature. Although, the traditional measure of Jensen
does not provide satisfactory result when risk and return are constant over time. Ferson and Schadt
(1996) proposed a conditional investment performance measure, which estimates the risk, return and
coefficients with more accuracy with the changes of time.
* Corresponding author. Tel: +91 9432653985
E-mail address: subrata1_roy@yahoo.com (S. Roy)
© 2015 Growing Science Ltd. All rights reserved.
doi: 10.5267/j.msl.2015.4.008