A COMPARATIVE ANALYSIS OF VARIOUS INVESTMENT AVENUES WITH RESPECT TO RISK & RETURN A Project Report Submitted in partial fulfillment of the requirements for the Award of Degree of E-MBA Submitted by : Prabhjeet Singh [pic] BHARATI VIDYAPEETH DEEMED UNIVERSITY, PUNE (INDIA) School of Distance Education (SDE) Academic Study Center : BVIMR, New Delhi (University established under 3 of the UGC act,1956) CONTENTS |S.No |
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she got from her grandmother. Moreover, she would like to obtain tax relief on her investment. At the same time, she only wants to spend about one hour per month in managing her investment. She has an adequate emergency fund on hand; therefore, she does not need to access these funds. Her travel expenses will be paid by her income. Investment Goals The primary investment goal is to obtain a future down payment on a house outside of Toronto in the next three to four years. She has a medium-low
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selection of 60 mutual funds and managed portfolios to help investors accomplish their goals. More importantly Scotiabank mutual funds are sold by a commercial bank that competes with other banks in Canada such as TD Bank, Bank of Montreal and the Royal Bank of Canada. All three banks offer mutual funds regarding benefits for a customer’s specific need and are performed in a convenient manner. The five main mutual funds comprised in each banks are cash equivalent fund, income fund, balanced fund, equity
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profitable U.S. mutual fund providers, has been accustomed to success for decades. By 2002, the Vanguard Group boasted mutual fund assets totaling $557 billion, which accounted for 10% of the U.S. mutual fund market. Vanguard offered low-cost, long-term investing options and a consistently superior product line as compared to its competitors. By emphasizing its long-term investment strategy, Vanguard was able to outperform 88% of its competitors in the Money Market Funds, Bond Funds, Balanced Funds and Stock
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September 3, 2012 1). The question is what implications do you draw from the graph for mutual fund investors? I would hope that the funds outperform the market so I would be richly rewarded. The truth of the matter is that less than 50% of equity mutual funds outperform the market. When looking at this graph it is a fact that less than half will outperform the market. This means that most funds will be underperforming tht market given the average. You have to consider that average return
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such as MIS, KVP etc c) Government bonds & gilt edged securities g) Insurance h) Real estate i) Gold & bullion d) Corporate bonds , debentures & preference shares j) Art & paintings & antiques e) Equity share instruments k) Derivative f) Mutual fund 3. Generally, what proportion of your income would you prefer to invest? a) 0 – 10% b) 11 – 15% c) 16 – 20% limit___________ 4. What is your time horizon for investment? a) Intra-day b) Within a month c) Within a quarter d) Within a year e) More
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#2 Diversify across asset class variants. Within each asset class, you can practice further diversification. For instance, equities have many representations in the mutual fund world. Variants or subclasses refer to more granular characteristics of the asset class. Here are some examples: Equities can vary according to: * the size of companies represented in a “basket” (e.g. large vs medium vs small cap stocks) * the way the stocks’ prices move as the stocks chart their growth (e
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investment TV shows, gut feeling, and the closest relatable past experiences. Hence the need to analyze the portfolio. The requirements for the portfolio were that it must include 100 shares of a publicly traded company, one corporate bond, one mutual fund, 100 call or put options that are at least 6 months out, and any leftover cash be put into a 6 month Certificate of Deposit (CD). The portfolio was $10,000 and 100% had to be invested. All relevant data on values, weightings, and so forth can
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Marketing Research Project Report Topic: The Changing Trends in Investment Pattern of People in India In Partial Fulfilment of the Course Marketing Research Submitted To: Dr Shalini Trivedi, Assistant Professor, Department of Economics, Amity Business School, Amity University. Submitted by: Shivani Mehta (E 12) Nupur Mittal (E 21) Abdul Azeem (E 24) Prateek Saini (E 27) Jalees Ahmed (E 57) Rashmita Bora (E 61) DECLARATION We hereby declare that all the work presented in the
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Handbook on Basics of Financial Markets NATIONAL STOCK EXCHANGE OF INDIA LIMITED Basics of Financial Markets What is Investment? The money you earn is partly spent and the rest saved for meeting future expenses. Instead of keeping the savings idle you may like to use savings in order to get return on it in the future. This is called Investment. Why should one invest? One needs to invest to: earn return on your idle resources generate a specified sum of money for a specific goal in life make
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