International Journal of Science and Research (IJSR)

International Journal of Science and Research (IJSR)
Call for Papers | Fully Refereed | Open Access | Double Blind Peer Reviewed

ISSN: 2319-7064


Downloads: 83

India | Finance | Volume 14 Issue 4, April 2025 | Pages: 721 - 724


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

Citation copied to Clipboard!

Rate this Article

5

Characters: 0

Received Comments

Ajinkya Lawankar Rating: 10/10 😊
2025-04-11
The article provides a concise, insightful comparison of selected smallcap mutual funds, focusing on performance, risk, and return metrics. It effectively uses data to support its analysis, aiding in
Atish Gaikwad Rating: 10/10 😊
2025-04-11
Congratulations on Your WellResearched PaperDear Akshay Shitole ,I had the pleasure of reading your recent research paper, The comparativestudy of selected small cap mutual funds in India and I
Jyoti S Rating: 10/10 😊
2025-04-11
Insightful analysis of smallcap mutual funds with solid metrics. Broader fund selection or longer period could enhance depth. Valuable contribution to mutual fund research.
Samruddhi Yuvraj Kanchan Rating: 10/10 😊
2025-04-11
This research paper provides a well structured and insightful comparative analysis of selected smallcap mutual funds in India. The use of key performance indicators such as Sharpe ratio, standard
Apurva Kadam Rating: 10/10 😊
2025-04-11
This study provides a thorough analysis of smallcap mutual funds in India. It is wellresearched and practical, making it a valuable resource for investors and scholars studying mutual fund.

Rating submitted successfully!


Top