Year: 2025
Type: article
Abstract: This study analyzes the performance of five SBI equity-based mutual fund schemes from January to April 2025. The results show that hybrid schemes had moderate volatility, savings schemes had low volatility, and the minimum variance fund was the most stable. High correlation among schemes indicated strong co-movement due to systemic market factors. The findings help investors match schemes to risk levels and highlight the need for broader diversification. Limitations include the short study period and lack of risk-adjusted metrics, suggesting future research should include longer timeframes and macroeconomic analysis.
Authors: Sabiha Khatoon, Dr. N. Ramanjaneyulu
Language: English
Subfield: Finance
Domain: Social Sciences
Open Access status: diamond
OpenAlex ID: W4411516710