ANALISIS PERBANDINGAN KINERJA PORTOFOLIO REKSADANA SAHAM PT BRI MANAJEMEN INVESTASI DENGAN PT TRIMEGAH ASSET MANAGEMENT

This study aims to analyze and compare the performance of equity mutual funds at PT BRI Manajemen Investasi and PT Trimegah Asset Management during the 2021–2024 period. The research method used is a quantitative approach with secondary data in the form of monthly Net Asset Value (NAV) of equity mutual funds. The analytical tool employed in this study is the Sharpe Ratio method to measure mutual fund performance based on return and risk The results show that the performance of equity mutual funds in both companies fluctuated during the research period. In certain periods, some mutual funds demonstrated good performance as indicated by an increase in the Sharpe Ratio value. However, in other periods, poor performance was also observed due to higher risk and lower returns. Overall, the comparative results indicate that PT Trimegah Asset Management tends to have relatively better performance than PT BRI Manajemen Investasi in most of the observed periods. The conclusion of this study is that the performance of equity mutual funds is influenced by the ability of investment managers to manage risk and generate optimal returns.