Volume 3 Issue 2 | 2026 | View PDF
Paper Id: IJMSM-V3I2P127
doi: 10.64137/30485037/V3I2P127

A Study on the Performance of Selected Mutual Fund Schemes

Ms. R. Priyanka, Mr. M. Sakthivel

Citation:
Ms. R. Priyanka, Mr. M. Sakthivel, "A Study on the Performance of Selected Mutual Fund Schemes" International Journal of Multidisciplinary on Science and Management, Vol. 3, No. 2, pp. 222-228, 2026.

Abstract:
This paper compares the performance of three equity and three debt mutual fund schemes in India over 2021–2025 using NAV, Percentage Return, CAGR, Range, and Pearson correlation to evaluate return and stability. Data were sourced from mutual fund reports and financial portals. Results show higher returns and volatility for equity funds, while debt funds offer greater stability and lower risk. The findings highlight the trade-off between growth and safety, offering practical implications for investors and fund managers.

Keywords: Mutual Funds, Equity Mutual Funds, Debt Mutual Funds, NAV, CAGR.

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