Performance Analysis of Large-Cap, Mid- Cap, And Small-Cap Mutual Funds

The Indian mutual fund industry provides investors with professionally managed investment options that cater to various risk appetites and financial goals. Among the many schemes available, large-cap, mid-cap, and small-cap funds stand out for their unique return potential and risk levels. This study focuses on comparing the performance of these three fund categories over a five-year period, aiming to guide investors in choosing the most suitable option based on their investment objectives and tolerance for risk.To assess fund performance, the study uses key financial metrics such as annual returns, standard deviation, and beta. These indicators help evaluate both the profitability and the volatility of each fund type. The analysis reveals that large-cap funds typically show lower risk and more stable returns, making them suitable for conservative investors. In contrast, mid-cap and small-cap funds tend to offer higher returns but also come with greater market sensitivity and fluctuations, appealing more to aggressive investors.Data was collected from reliable financial sources and analyzed using software tools like SPSS and Excel to ensure accuracy and depth in evaluation. Based on the findings, the study offers tailored recommendations for different investor profiles and emphasizes the importance of diversification. It also highlights potential areas for future research, such as the influence of economic events and fund management strategies on performance. This research provides valuable insights for investors and financial advisors looking to optimize their portfolios in a dynamic market environment. Keywords: Mutual Funds, Large-Cap Funds, Mid-Cap Funds, Small-Cap Funds, Performance Evaluation, Risk-Adjusted Returns, Standard Deviation, Beta Coefficient, Investment Analysis, Portfolio Management, Equity Investments, SPSS Analysis, Financial Metrics, Fund Volatility, Benchmark Comparison.