Revista de la Academia de Estudios de Marketing

1528-2678

Abstracto

Performance of Mutual Funds In India: Comparative Analysis of Small-Cap and Mid-Cap Mutual Funds

Prasad Kandi V.S., Karanam Harshitha and Atluri Dhyan

The performance evaluation of mutual funds in India, with a focus on small-cap and mid-cap funds, is the subject of this study. The performance of the selected mutual funds of India is analysed using a sample of 20 funds with ten each during a nine-year period, from 2013-2014 to 2021-2022. Statistical methods such as Beta, Standard deviation, Sharpe Ratio, Treynor's Ratio, and Jenson Alpha are utilized for performance evaluation as well as data analysis. We can conclude that, among other financial instruments, mutual funds offer the lowest risk and highest return to investors.

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