A Study On Systematic Investment Plan In Mutual Funds At Axis Bank

Using historical Net Asset Value (NAV) data from January through May 2025, the current study examined the performance characteristics of five Systematic Investment Plan (SIP) schemes provided by Axis Mutual Fund.The study included trend analysis, volatility analysis, and correlation analysis between large-cap, mid-cap, small-cap, gold, and value funds using secondary data sources.According to the study, the gold SIP showed the largest cumulative gains, whereas equity-oriented SIPs showed an early loss followed by a noticeable comeback.

Authors

Publication Details

Journal
Journal of Science Engineering Technology and Management Sciences
Published
2025-05-01
DOI
https://doi.org/10.63590/jsetms.2025.v02.i07.pp133-141
Primary Topic
Financial Markets and Investment Strategies
Type
article
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article

A Study On Systematic Investment Plan In Mutual Funds At Axis Bank

D. Murahari Naik, Madipadige Sreevarsha
Journal of Science Engineering Technology and Management Sciences
Financial Markets and Investment Strategies
article

A Study On Systematic Investment Plan In Mutual Funds At Axis Bank

D. Murahari Naik, Madipadige Sreevarsha
article en

Abstract

Using historical Net Asset Value (NAV) data from January through May 2025, the current study examined the performance characteristics of five Systematic Investment Plan (SIP) schemes provided by Axis Mutual Fund.The study included trend analysis, volatility analysis, and correlation analysis between large-cap, mid-cap, small-cap, gold, and value funds using secondary data sources.According to the study, the gold SIP showed the largest cumulative gains, whereas equity-oriented SIPs showed an early loss followed by a noticeable comeback.

Journal of Science Engineering Technology and Management SciencesVol. 2(6)
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A Study On Systematic Investment Plan In Mutual Funds At Axis Bank — D. Murahari Naik, Madipadige Sreevarsha · Journal of Science Engineering Technology and Management Sciences (2025) | TGRS Research Map | TGRS