Portfolio magtppt
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The document provides an overview of portfolio management services in India including: 1) It summarizes key aspects of the Indian economy such as GDP growth rates, interest rates, foreign exchange reserves, and inflation. 2) It describes the health of the Indian capital markets including market capitalization trends, mutual fund holdings, and performance of stock and futures exchanges. 3) It outlines the services provided by Munoth Financial Services including merchant banking, stock broking, portfolio management, and the investment objectives and strategies of its flagship portfolio scheme.
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Portfolio magtppt
- 1. Welcome to a presentation on Portfolio Management Services
- 3. India Vs Global Economy Source: IMF World Economic Outlook April 2008 Indian Economy
- 4. Interest Rate Indian Economy Source: ministry of Finance, India
- 5. Stable Foreign Exchange Reserve Indian Economy Source: Reserve Bank of India
- 6. Indian Rupees Vs World Currency Source: Reserve Bank of India Indian Economy
- 8. Monthly FDI Inflows for the year 2007 (January to August 2007) Indian Economy
- 9. FDI Inward Source: Investment Report 2006, United Nation Centre for Trade & Development (UNCTAD); Financial Express Dt 17 th October 2006 (In bn US$) (In bn US$) Indian Economy 710 916 Total 41 40 Others 274 334 Developing Nation 395 542 Developed Nation 2004 2005 FDI Inward 6.59 India 43.63 Netherlands 63.57 France 72.40 China 99.44 United States 164.53 United Kingdom 2005 Countries
- 10. FDI - Outward (In bn US$) Source: Investment Report 2006, United Nations Centre for Trade Development (UNCTAD); Financial Express dt 17 th October 2006 Indian Economy
- 13. Mutual Funds V/s FIIs Capital Markets Source: Business Line
- 14. Top Stock Holdings by MFs and FIIs Source: Business Line
- 15. Market Capitalisation Capital Markets Source: NSE news bulletin (March 2008) Month/Year Market Capitalisation (Rs.cr)* Apr-07 3,650,368 May-07 3,898,078 Jun-07 3,978,381 Jul-07 4,317,571 Aug-07 4,296,994 Sep-07 4,886,561 Oct-07 5,722,227 Nov-07 5,876,742 Dec-07 6,543,272 Jan-08 5,295,387 Feb-08 5,419,942 Mar-08 4,858,122
- 16. No of listed companies Capital Markets Source: S&P Global Stock Market Fact book, 2007
- 17. Indian indices Vs World Indices Source: NSE news bulletin (December 2007) Capital Markets
- 19. Business Growth of Capital Market Segments Capital Markets Source: NSE news bulletin (March 2008) Month/Year No. of co.s available for trading* Traded Quantity (lakh) Turnover (Rs.cr) Average Daily Turnover (Rs.cr) Market Capitalisation (Rs.cr)* 2007-08 1,236 1,498,469 3,551,038 14,148 4,858,122 2006-07 1,084 855,456 1,945,285 7,812 3,367,350 2005-06 929 844,486 1,569,556 6,253 2,813,201 2004-05 839 797,684 1,140,071 4,506 1,585,585 2003-04 787 713,301 1,09,535 4,328 1,120,976 2002-03 788 364,065 617,989 2,462 537,133 2001-02 890 278,408 513,167 2,078 636,861
- 20. Business Growth of Futures & Options Market Capital Markets Source: NSE news bulletin (March 08 ) Month / Year Average Daily Turnover (Rs. cr.) (Index Futures) Turnover (Rs. cr.) (Stock Futures) Turnover (Rs. cr.) (Index Options) Turnover (Rs. cr.) (Stock Options) Turnover (Rs. cr.) Total Turnover (Rs. cr.) Mar-08 359970.21 330390.37 120317.73 10536.20 821214.48 45623.03 Feb-08 352226.38 421838.10 110251.39 14901.05 899216.90 42819.85 Jan-08 450657.09 851213.22 118827.22 33183.34 1453880.84f 63212.21 Dec-07 287357.02 849996.83 103165.41 33710.77 1274230.06 67064.74 Nov-07 365564.04 989112.61 116951.58 45676.22 1517304.48 68968.39 Oct-07 485079.24 1120263.25 173992.48 54327.99 1833662.96 83348.32 Sep-07 256470.34 670968.47 107964.80 37485.17 1072888.76 53644.44 Aug-07 363987.55 519384.60 140960.78 32398.36 1056731.25 48033.24 Jul-07 238577.03 647356.09 94561.19 34582.28 1015076.49 46139.84 Jun-07 240796.92 451314.30 92503.32 21927.59 806542.13 38406.77 May-07 214523.45 400096.14 85465.42 23357.81 723442.83 34449.66 Apr-07 205458.00 296629.25 97149.56 17049.77 616286.57 30814.33
- 34. Portfolio Management Performance - MGPS MGPS
- 35. Model Portfolio Sector Allocation - MGPS MGPS
- 37. Comparison with index MGPS
- 41. Thank you
Editor's Notes
- During February, 2008, the bank rate was 6% that remained unaltered, when compared with the same period previous year despite constant increase in the repo and reverse repo rates by RBI.
- Forex reserves during the month of Jan 2008 had increased to US$292794 million, up from US$274881 million during the previous month. The rise in the value of gold reserves also caused the accretion to the reserves. Even the healthy rise in exports has contributed to this rise in Foreign exchange reserves in the country. The strengthening of the euro, the British pound and the yen against the dollar also partially contributed to the rise in the reserves.
- The Indian economy will experience a good perspective, owing to the recovery in agriculture, coupled with the sustained momentum of growth in industry and services. There is a gathering confidence that the economy is possibly poised on the threshold of a structural step up in the growth trajectory. Major contributor to GDP growth has again repeated the history, as the major contribution comes from service sector followed by manufacturing and the balance from agriculture.
- The market capitalization of securities witnessed an increase of 33.08% from Rs.365036.80 million in April 2007 to Rs.485812.20 Millions in March 2008.
- For the year 2007, they were 4796 Listed companies available for trading on Indian Stock Exchange. India ranks second in terms of number of companies available for trading.
- The month of December 2007 has shown both negative & positive returns for different countries across the world. S&P CNX Nifty (India) has shown the maximum positive return of 6.52% with a volatility of 1.67%.
- According to the report released by UNCTAD in 2007, India is preferred as – FDIs second most favourite destination for investments for the year 2007 -09.
- The daily turnover on the NSE has witnessed a tremendous growth in past 6 years. The major increase is from the year 2006-07 to 2007-08, where the daily turnover has almost doubled from 781.20 million rupees to 1414.80 million rupees with market capitalisation marking a growth of 33.08 % over the same period.
- The Derivative segment of the NSE has recorded a jump of 50% in its daily turnover from 3081.43 million rupees to 4562.30 million rupees in last year.