An Analysis of Risk and Return of Top Five Equity Funds
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An Analysis of Risk and Return of Top Five Equity Funds
Shubham Patel
Under the guidance of: Dr. Ujjwal Sharma
Bachelor of Business Administration, Amity Business School, Raipur
Abstract
This research paper investigates the risk-return dynamics of five leading equity mutual funds in India:
- HDFC Small Cap Fund – Direct Growth
- Tata Small Cap Fund – Direct Growth
- HDFC Mid-Cap Opportunities Fund – Direct Growth
- HDFC Flexi Cap Fund – Direct Growth
- Motilal Oswal Midcap Fund – Direct Growth
The study utilizes key financial metrics such as mean return, beta, standard deviation, Treynor ratio, and Sharpe ratio to evaluate fund performance. The findings aim to guide investors in making informed decisions based on risk-adjusted returns and historical fund behavior.
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