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A Study on Selected Equity Midcap Mutual Funds in India
Khushi Kalra
Abstract:
This study tries to offer a thorough examination of a few Indian equities midcap mutual funds. Equity midcap funds are renowned for their ability to increase returns by making investments in midsized businesses with promising growth prospects. In-depth examination of these funds' performance, risk profile, investment approach, and investor preferences is conducted in this study. The data has been taken from various websites of mutual fund schemes. The information for the analysis is gathered from a number of sources, including credible financial databases, yearly reports, and money control (websites). In this research paper an attempt is made to analyse the performance of the growth-oriented equity midcap schemes from 2020 to 2022 on the basis of return and risk evaluation. Treynor Ratio, Beta, Standard deviation, Sharpe ratio, and Jension's Alpha are performance metrics that are used to assess the historical returns and risk-adjusted performance of funds. It also examines how these funds fare during bear markets and assesses how well they can control volatility and limit investor losses. Finally, equity SBI Magnum Midcap Fund - Direct Plan – Growth is found to be good performer among the selected schemes.
