The document summarizes a study on constructing an optimal portfolio for Vishal Investment in Bangalore. The objectives are to construct portfolios in different market scenarios, increase performance through optimal construction, analyze risk and return to meet future capital needs, and guide investors to maximize return with minimum risk. Literature on portfolio selection models and past performance of socially responsible vs conventional funds is reviewed. Secondary data on share prices, returns, standard deviation and betas over three years will be collected and analyzed using descriptive methodology. The study aims to test if portfolio returns can be increased through optimal construction versus returns cannot be increased.
A mutual fund is just the connecting bridge and financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund manager, who is responsible for investing the gathered money into specific securities such as stock or bond, When you invest in a mutual fund, you are buying units or portions of mutual fund and thus on investing, becomes a shareholder or unit holder of the fund. Mutual funds are considered as one of the best available investment as compare to other as they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs diversification by maximizing returns. Hameedullah Rasuli | Dr. Himabindhu "A Comparative Study on Mutual Funds" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-6 , October 2021, URL: https://www.ijtsrd.com/papers/ijtsrd47634.pdf Paper URL : https://www.ijtsrd.com/economics/finance/47634/a-comparative-study-on-mutual-funds/hameedullah-rasuli
Not only are many factors becoming really expensive due to their popularity, the realized historical returns were only half as good as they looked on paper. Since smart beta is all the rage RAFI is doing important work.
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A Study on Empirical Testing of Capital Asset Pricing Model is compared with many blue chip companies with the help of detailed questionnaire to understand the problem statement. Visit http://www.projectskart.com/p/contact-us.html for more information.
A mutual fund is just the connecting bridge and financial intermediary that allows a group of investors to pool their money together with a predetermined investment objective. The mutual fund manager, who is responsible for investing the gathered money into specific securities such as stock or bond, When you invest in a mutual fund, you are buying units or portions of mutual fund and thus on investing, becomes a shareholder or unit holder of the fund. Mutual funds are considered as one of the best available investment as compare to other as they are very cost efficient and also easy to invest in, thus by pooling money together in a mutual fund, investors can purchase stocks or bonds with much lower trading costs diversification by maximizing returns. Hameedullah Rasuli | Dr. Himabindhu "A Comparative Study on Mutual Funds" Published in International Journal of Trend in Scientific Research and Development (ijtsrd), ISSN: 2456-6470, Volume-5 | Issue-6 , October 2021, URL: https://www.ijtsrd.com/papers/ijtsrd47634.pdf Paper URL : https://www.ijtsrd.com/economics/finance/47634/a-comparative-study-on-mutual-funds/hameedullah-rasuli
Not only are many factors becoming really expensive due to their popularity, the realized historical returns were only half as good as they looked on paper. Since smart beta is all the rage RAFI is doing important work.
SBI Dynamic Asset Allocation Fund: An Open-ended Dynamic Asset Allocation Sch...SBI Mutual Fund
SBI Dynamic Asset Allocation Fund is an open-ended dynamic asset allocation scheme which aims to provide investors an opportunity to invest in a portfolio of a mix of equity and equity-related securities and fixed-income instruments which will be managed dynamically so as to provide investors with long-term capital appreciation.To know more about this mutual fund check SBI Mutual Fund page
https://www.sbimf.com/Products/HybridSchemes.aspx
A Study on Empirical Testing of Capital Asset Pricing ModelProjects Kart
A Study on Empirical Testing of Capital Asset Pricing Model is compared with many blue chip companies with the help of detailed questionnaire to understand the problem statement. Visit http://www.projectskart.com/p/contact-us.html for more information.
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Succession “Losers”: What Happens to Executives Passed Over for the CEO Job?
By David F. Larcker, Stephen A. Miles, and Brian Tayan
Stanford Closer Look Series
Overview:
Shareholders pay considerable attention to the choice of executive selected as the new CEO whenever a change in leadership takes place. However, without an inside look at the leading candidates to assume the CEO role, it is difficult for shareholders to tell whether the board has made the correct choice. In this Closer Look, we examine CEO succession events among the largest 100 companies over a ten-year period to determine what happens to the executives who were not selected (i.e., the “succession losers”) and how they perform relative to those who were selected (the “succession winners”).
We ask:
• Are the executives selected for the CEO role really better than those passed over?
• What are the implications for understanding the labor market for executive talent?
• Are differences in performance due to operating conditions or quality of available talent?
• Are boards better at identifying CEO talent than other research generally suggests?
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Writekraft Research and Publications LLP was initially formed, informally, in 2006 by a group of scholars to help fellow students. Gradually, with several dissertations, thesis and assignments receiving acclaim and a good grade, Writekraft was officially founded in 2011 . Since its establishment, Writekraft Research & Publications LLP is Guiding and Mentoring PhD Scholars.
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Writekraft Research and Publications LLP was initially formed, informally, in 2006 by a group of scholars to help fellow students. Gradually, with several dissertations, thesis and assignments receiving acclaim and a good grade, Writekraft was officially founded in 2011 . Since its establishment, Writekraft Research & Publications LLP is Guiding and Mentoring PhD Scholars.
Our Mission
“To provide breakthrough research works to our clients through Perseverant efforts towards creativity and innovation”.
Vision
Writekraft endeavours to be the leading global research and publications company that will fulfil all research needs of our clients. We will achieve this vision through:
Analyzing every customer’s aims, objectives and purpose of research
Using advanced and latest tools and technique of research and analysis
Coordinating and including their own ideas and knowledge
Providing the desired inferences and results of the research
In the past decade, we have successfully assisted students from various universities in India and globally. We at Writekraft Research & Publications LLP head office in Kanpur, India are most trusted and professional Research, Writing, Guidance and Publication Service Provider for PhD. Our services meet all your PhD Admissions, Thesis Preparation and Research Paper Publication needs with highest regards for the quality you prefer.
Our Achievements
NATIONAL AWARD FOR BEST RESEARCH PROJECT (By Hon. President APJ Abdul Kalam)
GOLD MEDAL FOR RESEARCH ON DISABILITY (By Disabled’s Club of India)
NOMINATED FOR BEST MSME AWARDS 2017
5 STAR RATING ON GOOGLE
We have PhD experts from reputed institutions/ organizations like Indian Institute of Technology (IIT), Indian Institute of Management (IIM) and many more apex education institutions in India. Our works are tailored and drafted as per your requirements and are totally unique.
From past years our core advisory members, research team assisted research scholars from various universities from all corners of world.
Stock Prices valuation of IT Companies in India: An Empirical Study Dr.Punit Kumar Dwivedi
In this paper, we would like to answer the questions such as
Is it worthwhile investing in such software companies?
Will capital appreciation of software companies continue in the future?
It is important to analyze whether investors will be benefitted by investing in this software industry or whether software companies’ outperformance over other industries is just the temporary phase. Finally, we would like to suggest our recommendations over software industries whether investors should buy/sell/hold the stock of these companies based on our analysis.
1. A STUDY OF CUNSTRUCTION OF OPTIMUM PORTFOLIO AT
VISHAL INVESTMENT, BANGALORE
INTRODUCTION
Portfolio is a combination of securities such as stocks, bonds and money market instruments. The
process of blending together the broad assets classes so as to obtain optimum return with
minimum risk is called portfolio Construction. Diversification of investment helps to spread risk
over many assets. A diversification of securities gives the assurance of obtaining the anticipated
return on the portfolio. In a diversified portfolio, some securities may not perform as expected
but others may exceed the expectation and making the actual return of the portfolio reasonably
close to the anticipated one.
LITERATURE REVIEW
Rachel Campbell et.al (2001), says about optimal portfolio selection is that a portfolio
selections a model which allocates financial assets by maximizing expected return subject to the
constraint that the expected maximum loss should meet the Value-at-Risk limits set by the risk
manager.
Connor (2011), in his study compared the financial performance of portfolio of 90 high
sustainability companies (who can’t adopt ESG value without sacrificing shareholder wealth) for
an 18 year period till 2010 end. He observed that an investment of $1 in 1993 in the former
portfolio would grow to $22.60 by end of 2010, whereas the same would grow to only $15.4 in
latter case. This finding suggests that companies can adopt ESG value without sacrificing
shareholder wealth.
S. Narayan Rao – evaluate performance of Indian mutual fund in a bear market through relative
performance index, risk – return analysis, Treynor’s ratio, Sharpe’s ratio & measure, Jensen’s
measure.
2. Statman (2000), Kreander et al. (2005), Asset management working group (2006), and
Connor (2011) showed superior performance by ethical portfolios while Renneboog et al
(2007a) and Norup and Gottlieb (2011) showed that ethical funds/portfolios underperformance in
comparison to the conventional fund/benchmarks. Again, Bauer et al (2009) and (2007) fond no
significant difference in their performance as compared to bench marks.
Zakri Y. Bello (2005) -matched a sample of socially responsible stock mutual fund matched to
randomly select conventional fund of similar net assets to investigate difference in characteristic
of asset held, degree of portfolio diversification on investment performance.
NEED FOR THE STUDY
As I have observe after entering the organization that investors who are investing through this
company they don’t have efficient knowledge of investment strategies, also investors are risk
averse, so for providing them better one to invest and managing money effectively it is very
necessary to study of portfolio management.
OBJECTIVES
1. To construct an optimal portfolio in different market scenario.
2. Increasing the performance by constructing optimum portfolio.
3. To construct an optimal portfolio and analyze the risk and return, which notifies the company
to meet the future needs of capital.
4. To guide investors to find out the company that gives the maximum return with minimum risk.
3. HYPOTHESIS
H0 – The return on portfolio can’t increase by constructing optimal portfolio.
H1 – The return on portfolio can increase by constructing optimal portfolio.
SCOPE OF THE STUDY
Selections of companies are restricted to nifty index and Nifty Junior Index only. The companies
are chosen and analyzed based on their performance in the past three years. No other factor other
than the share price movements, index movement, rate of return on government securities and
beta values for the securities for the past three years are taken for analysis.
METHODOLOGY
In this study secondary data source is used. This is a research study on the construction of
portfolio of stocks. In this study secondary data source is used. This project also consider the
movement of share price, expected returns, standard deviation and beta values. The stock price
movement and beta values for the past 3 years are collected for analysis. Descriptive/quantitative
methodology will be used for analyzing the data.
DATA COLLECTION
PRIMARY DATA:
From Company’s finance manager.
SECONDARY DATA:
Data collected from various books and sites, Company’s journals, magazines and NSE
website: www.nseindia.com, www.marketwatch.com, www.investopedia.com etc.
4. PLAN OF ANALYSIS
Sharpe’s Optimal Portfolio
Beta Coefficient
Cut-off point
Return
CHAPTER SCHEME
1. Introduction
2. Profile of organization
3. Research Design
4. Data Analysis and Interpretation
5. Summary of findings, conclusion and suggestions
I. Bibliography
II. Appendices
BIBLIOGRAPHY
Statman (2000), Kreander et al.(s2005), asset management working group (2005) and
Connor (2001)
Taylor,J.W. & Buizza, R.(2006). Density forecasting of weather derivatives pricing,
International Journal of Forecasting 22(1), 29-42,
Kroner, K. F. & Ng, U.K. (1998). Modelling asymmetric movement of asset prices,
review of financial studies.
Business ethics.com
www.nseindia.com
5. “A STUDY OF CUNSTRUCTION OF OPTIMUM PORTFOLIO AT
VISHAL INVESTMENT, BANGALORE”
Dissertation submitted in partial fulfilment of requirement for the award of the Degree of
MASTER OF BUSINESS ADMINISTRATION
Of
BANGALORE UNIVERSITY
By
PARUL GUPTA
12KXCMA034
UNDER THE GUIDANCE OF
Internal guide: External guide.
Prof. Shreelatha Mr. Satya
Assistant Professor Branch Manager
Surana College Vishal Investment
SURANA COLLEGE
CENTRE FOR POST GRADUATE STUDIES
#17 KENGERI SATELLITE TOWN, BANGALORE – 560060
Bangalore University
2013-2014