A STUDY ON THE PERFORMANCE OF MULTI-CAP MUTUAL FUND SCHEMES IN INDIA

  • Unique Paper ID: 201592
  • Volume: 12
  • Issue: 12
  • PageNo: 5422-5428
  • Abstract:
  • This study focuses on evaluating the performance of selected multi-cap mutual fund schemes in India. Multi-cap funds invest in large-cap, mid-cap, and small-cap companies, which helps in spreading investment across different segments of the market. The main objective of the study is to analyse how these funds have performed in terms of returns and risk over a specific period. The research is based on secondary data collected from reliable sources such as mutual fund factsheets and financial websites. The performance of the schemes is compared with a common benchmark to understand whether they were able to match or outperform the overall market. The study also considers risk along with returns to provide a better understanding of fund performance. Overall, the study provides useful insights for investors who are planning to invest in multi-cap mutual funds.

Copyright & License

Copyright © 2026 Authors retain the copyright of this article. This article is an open access article distributed under the Creative Commons Attribution License which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.

BibTeX

@article{201592,
        author = {Asmi Shah and Dr. Hitesh Harwani},
        title = {A STUDY ON THE PERFORMANCE OF MULTI-CAP MUTUAL FUND SCHEMES IN INDIA},
        journal = {International Journal of Innovative Research in Technology},
        year = {2026},
        volume = {12},
        number = {12},
        pages = {5422-5428},
        issn = {2349-6002},
        url = {https://ijirt.org/article?manuscript=201592},
        abstract = {This study focuses on evaluating the performance of selected multi-cap mutual fund schemes in India. Multi-cap funds invest in large-cap, mid-cap, and small-cap companies, which helps in spreading investment across different segments of the market. The main objective of the study is to analyse how these funds have performed in terms of returns and risk over a specific period. The research is based on secondary data collected from reliable sources such as mutual fund factsheets and financial websites. The performance of the schemes is compared with a common benchmark to understand whether they were able to match or outperform the overall market. The study also considers risk along with returns to provide a better understanding of fund performance. Overall, the study provides useful insights for investors who are planning to invest in multi-cap mutual funds.},
        keywords = {MULTI-CAP schemes, Equity funds, Open-ended schemes, NIFTY 500, Returns, Beta, Risk adjusted returns, Standard Deviation, Co-efficient of Variation, Benchmark comparison, Behavioural finance.},
        month = {May},
        }

Cite This Article

Shah, A., & Harwani, D. H. (2026). A STUDY ON THE PERFORMANCE OF MULTI-CAP MUTUAL FUND SCHEMES IN INDIA. International Journal of Innovative Research in Technology (IJIRT), 12(12), 5422–5428.

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