A comparative analysis between actual performance of mutual funds returns with benchmarking returns over the period of 10 years

Authors

  • Gohil Karan Rajeshbhai , Dr. Jagrutkumar K. Vasavada Author

DOI:

https://doi.org/10.7492/0961ax21

Keywords:

Multi-cap schemes, Actual returns, Benchmarking returns

Abstract

Mutual funds have gained a speedy momentum in the past years in a developing nation like India. This research paper indicates the overview of mutual fund
schemes and their performance in returns. SEBI executed Categorization and rationalization of mutual fund schemes in 2017-18. Investments can be categorized
into 4 various asset class – Equity, Debt, Commodity and Real Estate. Equity Mutual funds can be categorized into Large Cap, Mid Cap, Small Cap, Multi Cap,
Flexi Cap, etc. This research focuses on the comparative study of the actual returns for selected multi-cap schemes with context to their benchmarking returns.
This research covers the study of multi-cap schemes for past 10 years.

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Published

1990-2026

Issue

Section

Articles

How to Cite

A comparative analysis between actual performance of mutual funds returns with benchmarking returns over the period of 10 years. (2026). MSW Management Journal, 34(1), 553-558. https://doi.org/10.7492/0961ax21