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  Published Paper Details:

  Paper Title

Performance Analysis and Risk Assessment of Mutual Fund Schemes Selected for the Study through SIPs: A Comparative Study of Large-cap and Small-cap Schemes

  Authors

  Dr. Jignasha R. Vagadiya

  Keywords

Mutual funds, Large Cap funds, Small Cap funds, Performance analysis, Risk assessment, Investment returns, Risk ratios, Regular Plan

  Abstract


This study examines the market capitalization-based performance and risk characteristics of Indian mutual fund schemes for the Large Cap and Small Cap funds. The study analyzes the annual returns throughout a range of investment periods (1 year, 2 years, 3 years, 5 years, and 10 years), as well as risk indicators including Standard Deviation, Beta, Sharpe, Jenson's Alpha, and Treynor's Ratio. By analyzing their past performance, the conclusions give light on the growth potential and risk profiles of mutual fund schemes. Depending on their investment goals and risk tolerance, investors can make informed decisions using the findings. The research aims to assist investors in understanding the risk-return trade-off and selecting the proper mutual fund schemes, within each market capitalization category, the study aims to support fund managers, financial advisors, and investors.

  IJCRT's Publication Details

  Unique Identification Number - IJCRT2309409

  Paper ID - 244173

  Page Number(s) - d451-d459

  Pubished in - Volume 11 | Issue 9 | September 2023

  DOI (Digital Object Identifier) -    http://doi.one/10.1729/Journal.36178

  Publisher Name - IJCRT | www.ijcrt.org | ISSN : 2320-2882

  E-ISSN Number - 2320-2882

  Cite this article

  Dr. Jignasha R. Vagadiya,   "Performance Analysis and Risk Assessment of Mutual Fund Schemes Selected for the Study through SIPs: A Comparative Study of Large-cap and Small-cap Schemes", International Journal of Creative Research Thoughts (IJCRT), ISSN:2320-2882, Volume.11, Issue 9, pp.d451-d459, September 2023, Available at :http://www.ijcrt.org/papers/IJCRT2309409.pdf

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ISSN: 2320-2882
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Journal Starting Year (ESTD) : 2013
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ISSN and 7.97 Impact Factor Details


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ISSN
ISSN: 2320-2882
Impact Factor: 7.97 and ISSN APPROVED
Journal Starting Year (ESTD) : 2013
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