A Comparative Study of Large Cap, Mid Cap, And Small Cap Mutual Funds In India
DOI:
https://doi.org/10.17697/ibmrd/2025/v14i1/174294Keywords:
Large Cap, Mid Cap, Small Cap, Mutual Funds, Investment, Risk-Return ProfileAbstract
Mutual funds have become a cornerstone of investment strategies, offering diversification and professional management. This study provides a comparative analysis of Large Cap, Mid Cap, and Small Cap mutual funds in India, focusing on their risk-return profiles, market trends, and investment suitability. While Large Cap funds offer stability and consistent returns, Mid Cap and Small Cap funds present higher growth potential but with increased volatility. Using secondary data from regulatory sources, the research evaluates top-performing funds across these categories through statistical and risk-adjusted performance metrics. The findings indicate that investor preferences should align with their risk appetite, investment horizon, and market conditions. This study aims to guide investors in making informed financial decisions by understanding the trade-offs among different categories of mutual funds.
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