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Research Paper | Finance | India | Volume 14 Issue 4, April 2025 | Rating: 7.7 / 10
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
Edition: Volume 14 Issue 4, April 2025,
Pages: 721 - 724