Performance Analysis of Mid Cap Mutual Funds in India (2014 To 2023)


Authors : Apollo Ghosh

Volume/Issue : Volume 8 - 2023, Issue 3 - March

Google Scholar : https://bit.ly/3TmGbDi

Scribd : https://bit.ly/3LNyILR

DOI : https://doi.org/10.5281/zenodo.7765268

Abstract : Mutual Fund investments are becoming the most attractive and popular investment options among the investors of various class in India and abroad. There has been boom in Asset management Companies from 33 in 2000 to 44 in 2022. Asset under management in Mutual Fund industry has increased from Rs7.53 Lakhs Crores in 2012 to Rs 39.33 Lakhs Crores in 2022. The risk- return balance is much better compared to equity shares and bank fixed deposits. With the introduction of large spectrum of Mutual Funds such as Equity : Large Cap, Mid Cap, Small Cap, Multi cap, Flexi Cap, ELSS, Value and Hybrid, Debt: Long, Medium and Short Term, Dynamic Bond, Corporate Bond and Technology Funds, the investors are required to select and enter into various financial instruments as per their identified goals. The study involves Performance Analysis of Mutual Funds in category of Mid Cap fund using financial and investment techniques of daily NAVs over a period of 10 years. Statistical tools have been used for calculation of returns and risks.

Keywords : Mutual Fund, Mid Cap Fund, Sharpe, Treynor's & Jensen’s Measure, Beta

Mutual Fund investments are becoming the most attractive and popular investment options among the investors of various class in India and abroad. There has been boom in Asset management Companies from 33 in 2000 to 44 in 2022. Asset under management in Mutual Fund industry has increased from Rs7.53 Lakhs Crores in 2012 to Rs 39.33 Lakhs Crores in 2022. The risk- return balance is much better compared to equity shares and bank fixed deposits. With the introduction of large spectrum of Mutual Funds such as Equity : Large Cap, Mid Cap, Small Cap, Multi cap, Flexi Cap, ELSS, Value and Hybrid, Debt: Long, Medium and Short Term, Dynamic Bond, Corporate Bond and Technology Funds, the investors are required to select and enter into various financial instruments as per their identified goals. The study involves Performance Analysis of Mutual Funds in category of Mid Cap fund using financial and investment techniques of daily NAVs over a period of 10 years. Statistical tools have been used for calculation of returns and risks.

Keywords : Mutual Fund, Mid Cap Fund, Sharpe, Treynor's & Jensen’s Measure, Beta

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