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The aim is to evaluate and compare the investment efficiency of large-cap mutual fund schemes in India using risk-adjusted performance measures.

July 20, 2026Open Access

Performance Evaluation of Top 5 Large-Cap Mutual Funds in India

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Evaluates performance efficiency in large-cap mutual funds in India, suggesting informed investment decisions.

The aim is to evaluate and compare the investment efficiency of large-cap mutual fund schemes in India using risk-adjusted performance measures.
Evaluated five large-cap mutual fund schemes in India using secondary information from Net Asset Values (NAVs).
Applied risk-adjusted performance indicators including Sharpe, Treynor indices, and Jensen's Alpha over one-year, three-year, and five-year periods.
Analyzed portfolio returns, market returns, risk-free rate, beta, and standard deviation for a comprehensive assessment.
Identified significant differences in performance among the chosen mutual fund schemes based on risk-adjusted measures.
Expected returns varied notably with market conditions, as reflected in the indices used.

Mrs. Vidya. R Ranjitha M (2026) studied this question.

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