Author(s) :

P. Padma Bai, S.M. Raziya Banu.

Volume/Issue :

Abstract :

Mutual funds have become a cornerstone of modern investment portfolios due to their diversification, professional management, and accessibility to investors across different income groups. This research project undertakes a comprehensive comparative analysis of various mutual fund schemes offered by leading Asset Management Companies (AMCs). The study categorizes the funds into equity, debt, hybrid, and index funds and compares them based on critical performance indicators such as Net Asset Value (NAV), expense ratio, historical returns, portfolio diversification, fund size, and risk-adjusted measures including Sharpe Ratio, Alpha, Beta, and Standard Deviation. Data has been collected from reliable financial databases and analyzed over a selected time period to observe trends, consistency, and responsiveness to market fluctuations.

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