Risk and return analysis of selected Large Cap mutual funds.

Dr. Meghna Jain; Mrs. Deepti Bhatia

Abstract

Every mutual fund is based on a particular objective, which could involve assets like equity, debt, or other types. Each fund has an associated return and risk. Mutual funds are trusts that collect money from different investors who share the same investment objective. The main aim of the investors should align with the objectives of the fund they choose. There are various types of funds available from Asset Management Companies (AMCs), and it depends on the customers to determine which mutual fund best suits them based on their investment horizon, risk and return preferences, investment plan, and the term for which they will remain invested. This study aims to understand the concept of mutual funds and their types, examine the returns of selected large-cap mutual funds, and estimate the risks involved in different large-cap mutual funds. Through an examination of these facets, the research aims to provide significant understanding into the workings of large-cap mutual funds, assisting investors in making well-informed investment decisions. Investors can better match their investing strategies with their financial goals and risk tolerance by being aware of the inherent dangers as well as the potential benefits connected with these products. For individuals considering investing in large-cap mutual funds, this research is crucial since it gives a more accurate idea of what to anticipate in terms of risk management and performance.