A STUDY ON PERFORMANCE ANALYSIS OF SELECTED MUTUAL FUND SCHEMES AT ANGEL ONE, ANANTAPUR

Authors:

Bochu Naveen1, Chilamala Mahesh Babu2, DR. P. Basaiah3

¹MBA, School of Management Studies, JNTUA, Anantapur, India

²MBA, School of Management Studies, JNTUA, Anantapur, India

³Assistant Professor (A), School of Management Studies, JNTUA, Anantapur, India

Email: bochunaveensri225@gmail.com , maheshchilamala@gmail.com

Abstract - This study focuses on the performance analysis of selected large-cap mutual fund schemes with reference to Angel One, Anantapur, over a period of five years from 2020–2021 to 2024–2025. In the evolving financial landscape, mutual funds have emerged as a significant investment avenue due to their ability to provide diversification, professional management, and accessibility to a wide range of investors.

However, the increasing number of mutual fund schemes and fluctuating market conditions make investment decision-making more complex, thereby necessitating a comprehensive evaluation of fund performance based on both return and risk parameters. The primary objective of this study is to assess the efficiency and consistency of selected mutual fund schemes and identify the best-performing funds among them. The research adopts an analytical methodology using secondary data collected from reliable sources such as the Association of Mutual Funds in India (AMFI), Angel One platform, and Tickertape.

The study employs key financial tools and techniques, including percentage return analysis, standard deviation, Sharpe ratio, and comparative ranking methods, to evaluate the performance of the selected schemes.

The analysis reveals that although all funds exhibit growth potential, there are significant differences in their risk-return profiles. Among the selected schemes, ICICI Prudential Large Cap Fund demonstrates superior performance in terms of higher average returns and better risk-adjusted returns, followed by SBI and Tata Large Cap Funds, while Axis Fund shows relatively lower performance. The findings emphasize that relying solely on returns may lead to incomplete investment decisions, and incorporating risk measures such as volatility and Sharpe ratio is essential for a more accurate assessment of fund efficiency.

The study concludes that consistent performance, effective fund management, and balanced risk-return characteristics are critical factors in selecting suitable mutual fund schemes. The results of this research provide

valuable insights for investors, financial advisors, and students, thereby supporting informed investment decisions and promoting better financial planning practices.

Key Words: Large Cap Mutual Funds, Risk-Return Analysis, Sharpe Ratio, Standard Deviation, Comparative Performance, Fund Ranking