Year: 2025
Type: article
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 riskreturn 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.
Author: Akshay Shitole
Institution: MIT Art, Design and Technology University
Language: English
Subfield: Finance
Domain: Social Sciences
Open Access status: diamond
OpenAlex ID: W4409364834