Predictive Analytics on NAVs of Selected Mutual Fund Schemes [Large Cap, Mid Cap and Flexi Cap Funds]
Abstract
The single most powerful asset we all have is our mind. It can create enormous wealth when properly trained. All individuals live their life with a main objective to create wealth and peace. It is not that easy for anyone to create more wealth instantly. As new opportunities are opening up in every field all over the world, it is helping individuals to fulfill their desire of creating wealth. Wealth creation can be achieved when there are financial discipline, knowledge and active mindset. This study aims at predicting the future NAVs of the selected mutual funds; Large cap funds of SBI and ICIC, Mid cap funds of HDFC and Kotak and Flexi cap funds of HDFC and Kotak. The Large cap funds focus on investors look for stable and steady long-term capital appreciations in their investment, Mid cap funds for higher returns and who are moderate to aggressive risk takers and Flexi cap funds for those who look for balance in risk and return. By studying the large cap, mid cap and flexi cap funds, this study covers the investors looking for stable return, higher return and balanced return. The funds selected for the study are launched on 1-Jan-2013. Through this we have taken the funds that are in existence for more than a decade and all the funds risk factor is very high. It considers the risk factors, various ratios like Sharpe ratio, Treynor’s ratio, Jenson’s ratio and Sortino ratio of the mutual funds. The study mainly focuses on checking whether Linear Regression model is best suitable for medium- term predictions. For the study purpose, we have taken historical NAVs of last 5 years [16th Jul 2021 to 16th Jul 2025] and predicting the NAVs for next 2 years. The reason behind considering past 5 years data is ensure that market cycles are included. Through 2 years prediction we are able show the model capability and accuracy.
Citations
IRE Journals:
Monisha H "Predictive Analytics on NAVs of Selected Mutual Fund Schemes [Large Cap, Mid Cap and Flexi Cap Funds]" Iconic Research And Engineering Journals Volume 9 Issue 3 2025 Page 813-819
IEEE:
Monisha H
"Predictive Analytics on NAVs of Selected Mutual Fund Schemes [Large Cap, Mid Cap and Flexi Cap Funds]" Iconic Research And Engineering Journals, 9(3)
About IRE Journals
IRE Journals is an open access online journals established with an aim to publish high quality of research work in various diciplines. We have more than 6 years in publications. Over 2500+ papers already published.
Important Links
For Authors
Volume 8:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12Volume 7:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12Volume 6:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12Volume 5:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12Volume 4:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12Volume 3:
Issue 1, Issue 2, Issue 3, Issue 4, Issue 5, Issue 6, Issue 7, Issue 8, Issue 9, Issue 10, Issue 11, Issue 12