This study provides a comprehensive evaluation of selected small and mid-cap equity mutual
funds... more This study provides a comprehensive evaluation of selected small and mid-cap equity mutual funds, emphasizing the balance between risk and return. The research analyses the performance of these funds using key metrics such as the Sharpe Ratio, Treynor Ratio, and Jensen's Alpha, focusing on their risk-adjusted returns. The study identifies significant correlations between volatility and returns, revealing that funds with higher volatility often deliver superior returns, aligning with the traditional risk-return trade-off. The analysis highlights the Quant Small Cap Fund and Motilal Oswal Midcap Fund as top performers, demonstrating high returns alongside increased risk. Conversely, funds like the SBI Small Cap Fund offer lower returns with reduced volatility, catering to investors with a lower risk tolerance. The findings underscore the importance of evaluating mutual funds not only on their returns but also on their efficiency in managing risk, providing crucial insights for investors and financial advisors in making informed investment decisions. The study concludes that while small and mid-cap funds offer potential for higher gains, they require scrutiny due to their inherent risks.
This study provides a comprehensive evaluation of selected small and mid-cap equity mutual
funds... more This study provides a comprehensive evaluation of selected small and mid-cap equity mutual funds, emphasizing the balance between risk and return. The research analyses the performance of these funds using key metrics such as the Sharpe Ratio, Treynor Ratio, and Jensen's Alpha, focusing on their risk-adjusted returns. The study identifies significant correlations between volatility and returns, revealing that funds with higher volatility often deliver superior returns, aligning with the traditional risk-return trade-off. The analysis highlights the Quant Small Cap Fund and Motilal Oswal Midcap Fund as top performers, demonstrating high returns alongside increased risk. Conversely, funds like the SBI Small Cap Fund offer lower returns with reduced volatility, catering to investors with a lower risk tolerance. The findings underscore the importance of evaluating mutual funds not only on their returns but also on their efficiency in managing risk, providing crucial insights for investors and financial advisors in making informed investment decisions. The study concludes that while small and mid-cap funds offer potential for higher gains, they require scrutiny due to their inherent risks.
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funds, emphasizing the balance between risk and return. The research analyses the
performance of these funds using key metrics such as the Sharpe Ratio, Treynor Ratio, and
Jensen's Alpha, focusing on their risk-adjusted returns. The study identifies significant
correlations between volatility and returns, revealing that funds with higher volatility often
deliver superior returns, aligning with the traditional risk-return trade-off. The analysis
highlights the Quant Small Cap Fund and Motilal Oswal Midcap Fund as top performers,
demonstrating high returns alongside increased risk. Conversely, funds like the SBI Small
Cap Fund offer lower returns with reduced volatility, catering to investors with a lower risk
tolerance. The findings underscore the importance of evaluating mutual funds not only on
their returns but also on their efficiency in managing risk, providing crucial insights for
investors and financial advisors in making informed investment decisions. The study
concludes that while small and mid-cap funds offer potential for higher gains, they require
scrutiny due to their inherent risks.
funds, emphasizing the balance between risk and return. The research analyses the
performance of these funds using key metrics such as the Sharpe Ratio, Treynor Ratio, and
Jensen's Alpha, focusing on their risk-adjusted returns. The study identifies significant
correlations between volatility and returns, revealing that funds with higher volatility often
deliver superior returns, aligning with the traditional risk-return trade-off. The analysis
highlights the Quant Small Cap Fund and Motilal Oswal Midcap Fund as top performers,
demonstrating high returns alongside increased risk. Conversely, funds like the SBI Small
Cap Fund offer lower returns with reduced volatility, catering to investors with a lower risk
tolerance. The findings underscore the importance of evaluating mutual funds not only on
their returns but also on their efficiency in managing risk, providing crucial insights for
investors and financial advisors in making informed investment decisions. The study
concludes that while small and mid-cap funds offer potential for higher gains, they require
scrutiny due to their inherent risks.