A Comparative Study of Selected Small - Cap Mutual Funds in India

Akshay Shitole

Abstract: This study examines the performance of selected small - cap mutual fund schemes in India over a five - year period (2019?2024), employing statistical measures such as Alpha, Beta, Standard Deviation, Sharpe Ratio, and Treynor?s Ratio to assess their risk - return profiles. The analysis reveals that certain small - cap funds outperform their benchmarks, albeit with greater volatility compared to mid - cap counterparts. These findings offer practical insights for investors navigating the dynamic small - cap segment of India?s mutual fund market, aiding in informed decision - making based on risk tolerance and return expectations.

Keywords: Small - Cap Mutual Funds, Beta, Volatility, Performance Evaluation

How to Cite?: Akshay Shitole, "A Comparative Study of Selected Small - Cap Mutual Funds in India", Volume 14 Issue 4, April 2025, International Journal of Science and Research (IJSR), Pages: 721-724, https://www.ijsr.net/getabstract.php?paperid=MR25407094221, DOI: https://dx.doi.org/10.21275/MR25407094221