IDEAS home Printed from https://ideas.repec.org/a/bjb/journl/v14y2025i6p558-564.html
   My bibliography  Save this article

A Study on Risk-Return Analysis of Mutual Funds at Kotak Mahindra Bank

Author

Listed:
  • Mr. M. Prasad Rao

    (CMR Institute of Technology, Hyderabad (2023-2025 Batch))

  • Mohammad Saniya Meerja

    (CMR Institute of Technology, Hyderabad (2023-2025 Batch))

Abstract

This study analyzes the risk-return profiles of four Kotak Mahindra mutual fund schemes using Sharpe Ratio, Treynor Ratio, and Beta from 1st December 2024 to 20th January 2025, benchmarked against the NIFTY index. The Kotak Mahindra Midcap Balanced Fund-Growth showed the highest risk-adjusted returns (Sharpe Ratio), while the Prudential Balanced Fund-Growth ranked best by Treynor Ratio. The Blue Chip and Income Funds underperformed with low or negative risk-return metrics. The study highlights the need for informed investment decisions, greater investor awareness, portfolio diversification, and improved fund transparency.

Suggested Citation

  • Mr. M. Prasad Rao & Mohammad Saniya Meerja, 2025. "A Study on Risk-Return Analysis of Mutual Funds at Kotak Mahindra Bank," International Journal of Latest Technology in Engineering, Management & Applied Science, International Journal of Latest Technology in Engineering, Management & Applied Science (IJLTEMAS), vol. 14(6), pages 558-564, June.
    • Handle: RePEc:bjb:journl:v:14:y:2025:i:6:p:558-564
    as

    Download full text from publisher

    File URL: https://www.ijltemas.in/DigitalLibrary/Vol.14Issue6/558-564.pdf
    Download Restriction: no
    File URL: https://www.ijltemas.in/papers/volume-14-issue-6/558-564.html
    Download Restriction: no
    ---><---

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:bjb:journl:v:14:y:2025:i:6:p:558-564. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Dr. Pawan Verma (email available below). General contact details of provider: https://www.ijltemas.in/ .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.