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International Journal of Science, Strategic Management and Technology

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A COMPARATIVE PERFORMANCE ANALYSIS OF SELECTED LARGE-CAP MUTUAL FUNDS IN INDIA USING RISK-RETURN AND TECHNICAL INDICATORS

AUTHORS:
BENIAH JOHN J
Mentor
Affiliation
DOI: 10.55041/ijsmt.v2i5.421
CC BY 4.0 License:
This article is an open access article distributed under the terms and conditions of the Creative Commons Attribution (CC BY) license, which permits unrestricted use, distribution, and reproduction in any medium, provided the original work is properly cited.
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Abstract

This study evaluates the performance of selected large-cap mutual funds in India using risk-return measures and technical indicators. The analysis focuses on ICICI Prudential Bluechip Fund, HDFC Top 100 Fund, Nippon India Large Cap Fund, Axis Bluechip Fund, and Kotak Bluechip Fund. The study applies CAGR, Beta, Sharpe Ratio, Treynor Ratio, Jensen’s Alpha, and RSI to assess performance between 2019 and 2024. The findings reveal that Nippon generated the highest CAGR, while ICICI and HDFC provided superior risk-adjusted returns. The research concludes that combining financial and technical analysis improves investment decision-making.

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PUBLICATION DETAILS
Review Type:
Double-Blind Peer Review
License:
CC BY-NC 4.0
Volume/Issue:
Volume 02, Issue 05
Review Rounds:
2
Article Type:
Research Article
Publication Date:
May 25 2026
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J, B. J. (2026). A Comparative Performance Analysis of Selected Large-Cap Mutual Funds in India using Risk-Return and Technical Indicators. International Journal of Science, Strategic Management and Technology, 02(05). https://doi.org/10.55041/ijsmt.v2i5.421

J, BENIAH. "A Comparative Performance Analysis of Selected Large-Cap Mutual Funds in India using Risk-Return and Technical Indicators." International Journal of Science, Strategic Management and Technology, vol. 02, no. 05, 2026, pp. . doi:https://doi.org/10.55041/ijsmt.v2i5.421.

J, BENIAH. "A Comparative Performance Analysis of Selected Large-Cap Mutual Funds in India using Risk-Return and Technical Indicators." International Journal of Science, Strategic Management and Technology 02, no. 05 (2026). https://doi.org/https://doi.org/10.55041/ijsmt.v2i5.421.

References
1.Sharpe, W. F. (1966). Mutual Fund Performance. Journal of Business.

2.Treynor, J. L. (1965). How to Rate Management of Investment Funds.

3.Jensen, M. C. (1968). The Performance of Mutual Funds in the Period 1945–1964.

4.Moneycontrol – www.moneycontrol.com

5.Value Research Online – www.valueresearchonline.com

6.SEBI – www.sebi.gov.in

7.Morningstar India – www.morningstar.in
Ethics and Compliance
✓ All ethical standards met
This article has undergone plagiarism screening and double-blind peer review. Editorial policies have been followed. Authors retain copyright under CC BY-NC 4.0 license. The research complies with ethical standards and institutional guidelines.
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