Performance Analysis of the Selected Large Cap Mutual Funds

Performance Analysis of the Selected Large Cap Mutual Funds

Aruna

6th Sem BBA

PES UNIVERSITY

Bangalore- 85

Under the Guidance of:

Prof. B.S. Sudarshan

PES UNIVERSITY

Bangalore- 85

Abstract

Mutual funds are financial instruments that combine the capital of many participants to purchase a variety of securities, including stocks, bonds, and other assets. These funds are managed by qualified money managers who distribute assets while seeking to bring in profits or income for investors. A mutual fund's portfolio is constructed and maintained in accordance with the investment objectives stated in the prospectus. Via mutual funds, small investors can have access to professionally managed portfolios of assets and proportionately participate in the fund's gains or losses. This article also discusses the various types of mutual funds, including small-, mid-, and large-cap funds, and it emphasizes large-cap mutual funds which are rated five by Morningstar. The importance of researching mutual funds is highlighted in the study's last section, along with its goals, which include examining the performance of particular large-cap mutual fund schemes in terms of risk, return, beta, Sharpe ratio, standard deviation, and Treynor.

Keywords

Mutual fund, Large cap, Portfolio, Investment, Performance, Risk management, Investment goals