• Ajay Kumar
• Dr. Prema Kumari

Investing is crucial for individuals seeking to grow their income or wealth using extra funds. When determining where to invest, it's vital to consider factors such as risk, tax benefits, and liquidity. Managed by professionals and pooling investments from multiple individuals, mutual funds offer diversification by investing in a range of securities like stocks, bonds, and money market instruments. The performance of mutual funds is affected by both local and global economic conditions. A recent analysis assessed the performance of 12 Indian mutual fund schemes from September 1, 2018, to August 30, 2023. This evaluation used risk-adjusted metrics such as the Sharpe ratio, Treynor ratio, Alpha, Beta, and Standard deviation. The findings revealed varying performance levels among the analyzed schemes. While some funds like Canara Robeco Blue Chip Fund and UTI Flexi Cap Fund showed consistent performance, others like SBI Small Cap and Axis Small Cap Funds demonstrated strong overall performance. Despite fluctuations, the selected mutual fund schemes generally yielded positive results, underscoring the importance of diversification in risk management.

Mutual funds, Risk-return, open- ended, Sharpe measure, Treynor measure.

"An Analytical Review of Investment Strategies and Market Dynamics in Select Mutual Fund Schemes", International Journal of Emerging Technologies and Innovative Research (www.jetir.org), ISSN:2349-5162, Vol.11, Issue 5, page no.p701-p709, May-2024, Available :http://www.jetir.org/papers/JETIR2405G94.pdf

"An Analytical Review of Investment Strategies and Market Dynamics in Select Mutual Fund Schemes", International Journal of Emerging Technologies and Innovative Research (www.jetir.org | UGC and issn Approved), ISSN:2349-5162, Vol.11, Issue 5, page no. ppp701-p709, May-2024, Available at : http://www.jetir.org/papers/JETIR2405G94.pdf