Insights

Return to insights

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.

Download Article PDF

Share Article

Recent Articles

22 May 2025

Hope in Motion, Reality in Pause

India’s economy isn’t moving in lockstep—it’s unfolding in layers. Factory floors are buzzing, but credit growth is … Continued

Read more

28 January 2025

Rounding Top Pattern: Optimism rounded off by pessimism

A sharp rally followed by a gradual decline—this defines the Rounding Top Formation . Our analysts, Lloyd … Continued

Read more

26 November 2024

India’s consumption engine: accelerating steadily or showing signs of wear?

Aman Jain, Senior Research Analyst at Multi-Act, unpacks the critical role of consumption in shaping India’s trajectory … Continued

Read more

Stay up to date with Multi-Act

Receive monthly updates by signing up to our newsletter.

This website containing the Research products and Advisory services rendered by Multi-Act Equity Consultancy Private Limited (MAECL) and the Research Blogs are for informational and reference purpose only. To clarify, the information contained herein this website is not to be construed as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product, or instrument.

The information is prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. MAECL does not solicit any course of action based on the information provided by it in the website and the investor is advised to exercise independent judgment and act upon the same based on its/his/her sole discretion based on their own investigations and risk-reward preferences.

MAECL, its associates or any of their respective directors, employees, affiliates or representatives do not assume any responsibility for, or warrant the accuracy, completeness, adequacy and reliability of such information and consequently are not liable for any direct, indirect, special, incidental, consequential, punitive or exemplary damages, including lost profits arising in any way for decisions taken based on the said information. It is stated that, as permitted by SEBI Regulations and the Company’s Employee Dealing Policy, MAECL and/or its associates, employees, affiliates and/or individuals, clients of MAECL’s portfolio management services, thereof may have positions in securities referred to in the information provided by anywhere in the website and may make purchases or sale thereof while the information is in circulation.

The contents herein – information or views – do not amount to distribution, guidelines, an offer or solicitation of any offer to buy or sell any securities or financial instruments, directly or indirectly, in the United States of America (US), in Canada, in jurisdictions where such distribution or offer is not authorized and in FATF non-compliant jurisdiction and are particularly not for US persons (being persons resident in the US, corporations, partnerships or other entities created or organized in or under the laws of the US or any person falling within the definition of the term “US person” under Regulation S promulgated under the US Securities Act of 1933, as amended) and persons of Canada.

Risk factors
General risk factors

Securities investments are subject to market risks and there is no assurance or guarantee that the objective of the investments will be achieved.
As with any investment in securities, value of the Client’s investments can go up or down depending on the factors and forces affecting the capital market. MAECL is neither responsible nor liable for any losses resulting from such factors.
The information on investments is subject to external risks such as war, natural calamities, and policy changes of local/international markets which affect stock markets.
MAECL has renewed its SEBI PMS registration with effect from December 04, 2020, and has commenced its portfolio management activities with effect from January 2011. However, MAECL has more than 10 years of experience in managing its own funds invested in the domestic market