Risk and Return Analysis of Selected Flexi Cap Mutual Funds

Abstract

Mutual funds are considered by the investors as an ideal investment for people who are not having huge sum of money and wish to invest in a portfolio of stocks wherein the share price is quite high. The investors may or may not be aware about the ways investment could be done in stock market and there are different investment options which are available in the market based on a different risk and return. Flexi cap mutual funds offerfund managers a freedom for investing across themes/ sectors and market capitalizations. In Flexi Cap mutual funds, the fund managers could invest on the basis of outlook of market. These schemes generally recommended to the moderate investors for creating wealth over long time period. This study is based on the evaluation of risk and return of different flexi cap mutual funds and compares the performance of these funds so as to find the best flexi cap fund based on different measures of return and risk. Based on the average of the monthly returns, though it is negative, the lowest average negative return is of Aditya Birla and Parag Parikh Flexi Cap mutual funds. The maximum times the highest return has been of Parag Parikh Flexi Cap mutual fund during different quarters. Based on the average Annual return, highest return is of Parag Parikh Flexi Cap mutual fund, followed by UTI Flexi Cap fund, SBI Flexi Cap fund, PGIM Flexi Cap fund and Aditya Birla Flexi Cap mutual fund.

Authors and Affiliations

Dr. Shruti Punj

Keywords

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  • EP ID EP709812
  • DOI 10.47191/ijmra/v5-i10-25
  • Views 66
  • Downloads 0

How To Cite

Dr. Shruti Punj (2022). Risk and Return Analysis of Selected Flexi Cap Mutual Funds. International Journal of Multidisciplinary Research and Analysis, 5(10), -. https://europub.co.uk/articles/-A-709812