A study on performance of sensex and evaluation of investing lump sum or monthly regular investment in equity on risk and return for investor

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International Journal of Development Research

A study on performance of sensex and evaluation of investing lump sum or monthly regular investment in equity on risk and return for investor

Abstract: 

Investment in equity has always been consider  as risky investment by investor  and its high volatility and fear of erosion of principle has evaded many  investors  from venturing into it. Most of the investors have maintained a very conservative approach for investment and for their financial planning and thus at time are falling short for their financial goal. The paper evaluates the performance of Sensex as a performance of Equity market from Jan 91 - Feb 15 on risk and return and how it can be a key part of asset allocation for individual’s financial planning even for conservative investor. Many Asset management Companies   and financial planners have been advocating of investing systematically in equity market for getting high and safe return from equity market. It is on this premises that AMC’s and distributors are aggressively promoting SIP’s (Systematic Investment Plans). The paper also tries to evaluate whether there is any significant difference in volatility and return while investing monthly thus taking benefit of rupee cost averaging rather than investing lump sum

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