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Author(s):

S.Ponpavithra | G.Ramya
Keywords:

SBI Mutual Funds, Risk And Return Analysis, Standard Deviation, Beta Ratio, Sharpe Ratio, Investment Performance.
Abstract:
This Study Examines The Relationship Between Risk And Returns Of Selected SBI Mutual Fund Schemes In India. The Purpose Is To Evaluate The Performance Efficiency Of Various Categories Of Funds Offered By SBI Mutual Fund. Five Schemes Were Selected: SBI Blue Chip Fund, SBI Small Cap Fund, SBI Magnum Midcap Fund, SBI Banking And Financial Services Fund, And SBI Infrastructure Fund. The Study Is Based On Secondary Data Collected From AMFI, Value Research, And Official SBI Mutual Fund Reports. Risk And Return Were Analyzed Using Statistical Tools Such As Standard Deviation, Beta, And Sharpe Ratio. Standard Deviation Measured Volatility, Beta Assessed Market Sensitivity, And The Sharpe Ratio Evaluated Risk-adjusted Returns. Results Indicated That Small-cap And Midcap Funds Achieved The Highest Returns But Were Highly Volatile. Large-cap Funds Like SBI Blue Chip Fund Offered Moderate And Stable Returns With Lower Risk. Sectoral Funds Showed Cyclical Performance Depending On Market Trends. Overall, A Positive Correlation Between Risk And Return Was Observed Among All Schemes. Funds With Higher Risk Potential Yielded Higher Returns Over The Study Period. Sharpe Ratio Results Revealed That SBI Magnum Midcap Fund Provided The Best Risk-adjusted Performance.