Proceedings of the 23rd Asian Forum of Business Education(AFBE 2019)

Comparative Analysis of Equity Fund, Fixed Income Mutual Fund, and Mixed Mutual Fund

Authors
Himmiyatul Amanah Jiwa Juwita, Risna Wijayanti, Toto Rahardjo
Corresponding Author
Himmiyatul Amanah Jiwa Juwita
Available Online 9 June 2020.
DOI
10.2991/aebmr.k.200606.031How to use a DOI?
Keywords
mutual funds, IHSG benchmark
Abstract

This study aims to find out and describe Stock Mutual Fund, Fix Income Mutual Fund, and Mixed Mutual Fund. This study use a quantitative descriptive approach to describe Mutual Fund’s performance. The study population was the all of the Mutual Fund with the sample of 78 Mutual Fund listed on Otoritas Jasa Keuangan (OJK) in accordance with predetermined criteria. The result of this study indicates that Sharpe and Treynor Method can be implemented in analyzing the performance of Stock Mutual Fund, Fix Income Mutual Fund, and Mixed Mutual Fund. Sharpe and Treynor Method shows the same result (outperform) and support one another. Sharpe and Treynor Method classify the Mutual Funds in two categories, positive and negative. The comparative result between Mutual Fund performance and IHSG benchmark performance shows two different result, outperform and underperform.

Copyright
© 2020, the Authors. Published by Atlantis Press.
Open Access
This is an open access article distributed under the CC BY-NC license (http://creativecommons.org/licenses/by-nc/4.0/).

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Volume Title
Proceedings of the 23rd Asian Forum of Business Education(AFBE 2019)
Series
Advances in Economics, Business and Management Research
Publication Date
9 June 2020
ISBN
10.2991/aebmr.k.200606.031
ISSN
2352-5428
DOI
10.2991/aebmr.k.200606.031How to use a DOI?
Copyright
© 2020, the Authors. Published by Atlantis Press.
Open Access
This is an open access article distributed under the CC BY-NC license (http://creativecommons.org/licenses/by-nc/4.0/).

Cite this article

TY  - CONF
AU  - Himmiyatul Amanah Jiwa Juwita
AU  - Risna Wijayanti
AU  - Toto Rahardjo
PY  - 2020
DA  - 2020/06/09
TI  - Comparative Analysis of Equity Fund, Fixed Income Mutual Fund, and Mixed Mutual Fund
BT  - Proceedings of the 23rd Asian Forum of Business Education(AFBE 2019)
PB  - Atlantis Press
SP  - 190
EP  - 194
SN  - 2352-5428
UR  - https://doi.org/10.2991/aebmr.k.200606.031
DO  - 10.2991/aebmr.k.200606.031
ID  - Juwita2020
ER  -