International Journal in Management and Social Science

  • Year: 2018
  • Volume: 6
  • Issue: 10

Comparative analysis of multi-cap category mutual funds of different asset management companies

  • Author:
  • Omkar Umesh Bachal, Vinita Ahire Kale
  • Total Page Count: 14
  • Published Online: Oct 1, 2018
  • DOI:
  • Page Number: 156 to 169

1Mr. Omkar Umesh Bachal (MBA II Finance Student at MIT-WPU, Faculty of Management)

2Mrs. Vinita Ahire Kale (Assistant Professor at MIT-WPU, Faculty of Management)

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Abstract

A mutual fund is an investment option that pools the surplus of a number of investors which is invested in a securities are professionally overseen for the benefit of the unit-holders. Multi-cap mutual funds are invest in different securities which can put resources into stocks crosswise over market capitalization. These fund portfolio securities put resources into stocks (portfolio includes substantial large, midcap and small cap stocks) crosswise over market capitalization. This research of multi cap mutual fund gives strategic examination of four Multi-cap mutual funds in India over a time of five years which pulls in various types of mutual funds to put resources into different securities over different capitalisation. Multi-cap funds can possibly offer unrivalled returns than expansive top, however offer lesser returns when contrasted with mid and small cap mutual funds. The study gives a similar examination which enables the speculator in discovering best Multi-cap to large mutual funds plan to contribute. Multi-cap funds is prudent to check the reserve director's past record and long haul execution of the reserve before contributing in view of parameters like three-year and five-year normal annualized returns, unpredictability and portfolio fixation. Methodologies can limit the hazard which related with multi cap funds instability in capital market. This research study will useful for financial specialists who willing to put surplus into Multi-cap mutual fund.

Keywords

Mutual fund, market capitalization, Multi-cap Mutual fund, Portfolio, Investor