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Assessing the effectiveness of mutual fund categories in Indian portfolios

8 March 2024

Amogh Korde, Project Lead – Behavioural and Fund Analytics at Multi-Act, delves into the ever-evolving investment landscape of India, brimming with dynamism and innovation.

Embarking on a comprehensive journey through 144 schemes, Korde meticulously scrutinises diverse mutual fund categories, examining their performance, risk profiles, and portfolio allocations. What unfolds is a captivating discovery, hinting at the prominence of multi-cap funds. These funds consistently offer superior risk-adjusted returns and exhibit enhanced diversification, infusing a distinct flavour into investment portfolios.

But what lies beyond this revelation? Dive into the study to uncover the intriguing nuances shaping Indian portfolios.

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