METHODOLOGY 1. Objectives of the study:- ➢ To study Mutual Fund Industry with specific reference to equity growth oriented schemes. ➢ To compare the performance of 5 open ended equity mutual fund schemes with various financial parameters like Treynor, Jenson and Sharpe Model. ➢ To assess the above-mentioned schemes in-depth and suggest the investors for the same. ➢ To assign ranks to the selected mutual fund schemes and suggest suitable scheme to the investors on the basis
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EQUITY DIVERSIFIED MUTUAL FUNDS V/s DIRECT EQUITY: A comparative study Submitted in Partial Fulfillment for the Degree of Bachelor of Business Studies By Akshat Jain (Roll No. – 08/BBS/7160 Batch: 2008-2011 ) To DEEN DAYAL UPADHYAYA COLLEGE University of Delhi Shivaji Marg, Karampura New Delhi-110015 | | | ACKNOWLEDGEMENT Encouragement motivates a person towards one’s aim while guidance helps one to achieve it. Both
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CHAPTER ONE INTRODUCTION 1.0 OVERVIEW This paper intent to analyze the performance of Islamic equity unit trust funds’ in CIMB Wealth Advisors Berhad by comparing with the FTSE Bursa Malaysia Composite Index (KLCI) as benchmark. This chapter will discuss the background of the study, historical development of unit trust industry in Malaysia, understanding unit trust, problem statement, research objectives and the significance of the study. 1.1 BACKGROUND OF THE STUDY A plenty of investments
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be only achieved over the years by following a risk averse and conservative approach to the management of the risk. This ensures that the portfolio manager of the company works hard to deliver the best performance that is relatively the same as compared to the benchmark’s performance. The equity fund seeks for growth which is for the long term, when the earnings from the stocks are expected to grow above average rates. ZEUS’s PRIMARY INVESTORS The primary investors of Zeus consist of both the individuals
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Division 18 4.3 Funds Division 19 4.4 Accounts and Finance Division 20 4.5 Computer Division 22 4.6 Loan Appraisal Division 22 4.7 Implementation & Recovery 24 4.8 Legal Affairs Division 24 4.9 Audits and Method Department 25 4.10 Secretary’s Division 25 4.11 Branch and Subsidiary Control Division 26 4.12 Activities of Subsidiary Company’s 26 Chapter 5 Introduction of ICB Mutual Funds 29-36 5.1 Introduction 29 5.2 What Is Mutual Fund 29 5.3 Types
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The main aim in this case study is to determine if the current performance evaluation is sufficient or a better risk adjusted measure could be form. Other than that, we would also take into consideration of the difference between Zeus with its main competitors and how different type of investors would have different investment strategy due to their different risk preference. Problem with current measure As the current fund performance measurement consist mainly of holding period and benchmark return
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Detail Study Of HDFC Mutual Fund Submitted For the partial fulfillment of the requirement for The Degree of MBA Submitted by: MD NABEEL Registration No. –070651940 MBA –IV Trimester SESSION (2007-2009) INTERNAL GUIDE JYOTSHNA RAI IIPM - School Of Management BIJU PATNAIK UNIVERSITY OF TECHNOLOGY ROURKELA, ORISSA. DECLARATION I do hereby declare that the project entitled “DETAIL STUDY OF HDFC- MUTUAL FUND” submitted as a part
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and yield curves B. Pricing of Bonds 1. Bond valuation model 2. Annual compounding 3. Semiannual compounding 4. Accrued interest VII. Mutual Funds and Exchange-Traded Funds A. The mutual fund concept 1. Overview of mutual fund a. Pooled diversification b. Active vs passive management c. Performance of
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Journal of Banking & Finance 29 (2005) 1751–1767 www.elsevier.com/locate/jbf International evidence on ethical mutual fund performance and investment style Rob Bauer b a,c , Kees Koedijk b,* ´ , Roger Otten c a ABP Investments, Schiphol, The Netherlands Faculteit Bedrijfskunde, Erasmus University Rotterdam and CEPR, P.O. Box 1738, 3000 DR Rotterdam, The Netherlands c Maastricht University, Maastricht, The Netherlands Received 23 September 2003; accepted 28 June 2004
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Investor. The Statement has been developed from an evaluation of many key factors which impact the Investor's specific situation and investment objectives. This Statement is not a contract. It is intended to be a summary of an investment philosophy that provides guidance for the Investor and the Advisor. THE PORTFOLIO The Portfolio will maintain an active asset allocation strategy. The Portfolio will be invested exclusively in mutual funds. As a result, assets held in the Portfolio will be
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