Bandhan Small Cap Fund has recorded the highest Sharpe ratio among smallcap funds over the past three years. The fund delivered a 31.05 percent return during that period. Several other funds also posted strong risk-adjusted performance.
Bandhan Small Cap Fund posted a Sharpe ratio of 1.17, the highest in the group. It achieved a return of 31.05 percent over three years. The metric measures excess return over the risk-free rate per unit of risk using standard deviation as the risk measure.
A total of 11 equity mutual funds delivered returns exceeding 25 percent over the past three months, according to data covering 302 funds in the period.
AI에 의해 보고됨
Several international mutual funds have delivered gains exceeding 40 percent over three years.
Indian stock markets have recorded flat performance in recent periods. A study by Edelweiss Mutual Fund indicates these phases have historically led to stronger returns.
AI에 의해 보고됨
Multi-asset allocation funds delivered returns between 3.3% and 24.6% last year. Investors increased allocations to these products amid challenging market conditions.