Performance and Risk Assessment of Small-Cap Mutual Funds: A Case Study of Axis Small Cap Fund and SBI Small Cap Fund
Author(s): Dr. Kiritkumar R. Makwana
Authors Affiliations:
Associate Professor, Department of Accountancy, Government Commerce College, Gandhinagar. 382016.
DOIs:10.2015/IJIRMF/202501007     |     Paper ID: IJIRMF202501007Small-cap mutual funds are known for their potential to generate high returns, albeit with elevated risk levels. This study evaluates the performance and risk profiles of two leading small-cap mutual funds in India: Axis Small Cap Fund and SBI Small Cap Fund, over a 10-year timeframe. The research compares annualized returns, risk metrics, expense ratios, and sector allocations, employing statistical tools such as correlation and regression analyses. The findings reveal that while Axis Small Cap Fund offers better long-term stability, SBI Small Cap Fund demonstrates stronger short-term performance. These insights aim to assist investors in aligning their investment strategies with financial goals and risk tolerance.
Dr. Kiritkumar R. Makwana (2025), “Performance and Risk Assessment of Small-Cap Mutual Funds: A Case Study of Axis Small Cap Fund and SBI Small Cap Fund”, International Journal for Innovative Research in Multidisciplinary Field, ISSN(O): 2455-0620, Vol-11, Issue-1, Pp.45-47, Available on – https://www.ijirmf.com/ DOIs:10.2015/IJIRMF/202501007
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