Preview

Comparison Icici Hdfc

Satisfactory Essays
Open Document
Open Document
424 Words
Grammar
Grammar
Plagiarism
Plagiarism
Writing
Writing
Score
Score
Comparison Icici Hdfc
Comparatives Study Between Mutual Funds Offer by HDFC and ICICI Companies
Name: Rajesh Godara (2008 -2010)
Title: Comparatives Study Between Mutual Funds Offer by HDFC and ICICI Companies Objectives: * To analyze the concept and parameters of Mutual Fund * To project Mutual Fund as the ‘productive avenue’ for investing activities. * To show the wide range of investment options available in Mutual Funds by explaining its various schemes. * Tell about the ratios Sharpe’s ratio, Treynor’s ratio, Co-efficient, Returns and show which scheme is best for the investor based on his risk profile. * To help an investor make a right choice of investment, while considering the inherent risk factors. * To understand the recent trends in Mutual Funds world * To help the investors to get right kind of schemes of Mutual Funds. Limitations: 1. The study is limited only to the analysis of different schemes and its suitability to different investors according to their risk-taking ability. 2. The study is based on secondary data available from monthly fact sheets, websites and other books, as primary data was not accessible. 3. The study is limited by the detailed study of various schemes of Five Asset Management Company. 1. The study is restricted to secondary data only 2. The time is the main constraint so limited period of time is spent on this study. 3. The support from the management side may be limited due to their pre occupied meetings and work. 4. Not possible to get whole information because of their business secret and lack of awareness among people. 5. Mutual fund industries are so developed as compared to stock market. Conclusion:
After interpreting the above data the following conclusions have been made
HDFC Mutual Fund: * It is a diversified equity fund. * It is a open-ended equity scheme * In HDFC the returns are low ompare to the ICICI Prudential mutual fund * It is a value

You May Also Find These Documents Helpful

  • Better Essays

    Investment Fundamentals

    • 1823 Words
    • 8 Pages

    This paper will calculate the returns on five investments to illustrate how they work. It will also discuss the different types of investments a person can make, along with the differences between the various types of bonds. Furthermore it will state what bond ratings indicate, and the two major agencies that are in charge of assigning these ratings…

    • 1823 Words
    • 8 Pages
    Better Essays
  • Powerful Essays

    6. Explain how the company is fulfilling those needs. If the company is not fulfilling those…

    • 2089 Words
    • 9 Pages
    Powerful Essays
  • Powerful Essays

    Vanguard Case Analysis

    • 2454 Words
    • 10 Pages

    Investing in the total stock market allows an investor to capture the return of the stock market while at the same time diversifying an investment portfolio. The easiest way to build a total stock market portfolio is with a mutual fund or an exchange traded fund. This particular portfolio is diversified with Vanguard ETF’s that were carefully chosen to seek the highest return with moderately aggressive to aggressive risk strategy. The investment strategy associated with this portfolio is short-term with an aggressive attitude of “more risk more reward”.…

    • 2454 Words
    • 10 Pages
    Powerful Essays
  • Better Essays

    Investor Profile

    • 1500 Words
    • 6 Pages

    When it comes to investing, it is crucial to determine one’s risk tolerance, expectation for capital appreciation, income requirements, preferred portfolio volatility, time horizon, and of course, the expected overall potential return. These characteristics are generally summed together to form the investor profile of a particular investor. It will allow an individual to make clear of their goals and objectives, determine their comfort level with risks and uncertainties, as well as other valuable information necessary to make wise investment decisions in the future.…

    • 1500 Words
    • 6 Pages
    Better Essays
  • Best Essays

    Reilly, F. K. and Brown K. C. (2002) Investment Analysis and Portfolio Management South-Western Educational Publishing, ISBN: 0324171730 Publishing Date: 2002, 7th edition…

    • 2308 Words
    • 10 Pages
    Best Essays
  • Good Essays

    Econometric Analysis of Capm

    • 6596 Words
    • 27 Pages

    There is an anticipate relationship between the expected return and risk for the portfolio; a risk factor, observed based on finance and economic theory (Peirson et al, 2007). This relationship can explain the demand on investing in the financial market; under the economic principle of profit maximization; if the return on investment is greater then interest rate, then people would favor investment (Peirson et al, 2007).…

    • 6596 Words
    • 27 Pages
    Good Essays
  • Better Essays

    Investments banking process and capital markets are elements in understanding how to invest and be successful in the investments. In the investment backing process, investor might enlist the help of an investment banker which can help the investor with buying, selling, and trading of securities, managing assets and give financial advice. Portfolio construction is another area that should be examined to make sure that diversification, asset allocation and investment performance in being achieved for increase return. A complete understanding of capital markets is vital to the investor which can give a greater understanding on how and where investments are being processed.…

    • 1229 Words
    • 5 Pages
    Better Essays
  • Powerful Essays

    This is a thorough information gathering exercise and answers to your questions should allow you to paint a very clear picture of the investment managers’ solutions. Before sending out your…

    • 1062 Words
    • 5 Pages
    Powerful Essays
  • Good Essays

    MF Industry

    • 8167 Words
    • 46 Pages

    Indian mutual fund industry Distribution continuum: Key to success kpmg.com/in Foreword Though India’s savings rate has been between 30-35 per cent since last few years, investment in mutual funds have been minimal as compared to other avenues for investment1. Emphatically speaking, mutual fund business follows a business to business model (B2B) rather than a business to consumer (B2C) model and hence, distribution is a critical success factor for any mutual fund. Despite the efforts, the mutual fund products continues to remain a ‘push’ product rather than a ‘pull’ product. Indian mutual fund industry has evolved over the years.…

    • 8167 Words
    • 46 Pages
    Good Essays
  • Powerful Essays

    Solution Manual

    • 80139 Words
    • 321 Pages

    For the Investor. . . . . . . . . . . . . . . . . . . . . .…

    • 80139 Words
    • 321 Pages
    Powerful Essays
  • Powerful Essays

    Portfolio

    • 2243 Words
    • 9 Pages

    This report exams the performance of fund 49 from different perspectives. Then, I composed a portfolio for client Jim using fund 49 and other four asset classes. The report contains five parts, first part identifies the style of fund 49 and pick out its corresponding benchmark. Second part conducts performance evaluation by different ratios. Third part compares fund 49 and fund 50 from different aspects. Forth part exams whether Jim’s objectives under some assumptions can be achieved or not and also provides possible alternative scenarios to him.…

    • 2243 Words
    • 9 Pages
    Powerful Essays
  • Satisfactory Essays

    Research Proposal

    • 584 Words
    • 3 Pages

    1. Review of existing literature. The main aim during this phase would be to go into more details of game theory and financial tools like options. In addition to identify the hurdles and drawbacks in use of options and game theory to assess investments.…

    • 584 Words
    • 3 Pages
    Satisfactory Essays
  • Satisfactory Essays

    Statement of the problem: This project deals with the “various schemes in mutual fund for investors at kotak Mahindra bank”. the reasons like mutual fund investments are subject to market risk, there is no assurance or guarantee that the objective of the scheme can be achieved and also the Net Asset Value (NAV) of the units can go up or down depending on factors affecting the capital and money market, many of the investors tend not to invest in the mutual fund investment. The study includes investors, financial institutions, investors who are interested in Kotak Mahindra Asset Management Company’s mutual fund and also the individuals who are interested in the investment on the mutual fund.…

    • 658 Words
    • 3 Pages
    Satisfactory Essays
  • Powerful Essays

    INTRODUCTION ..................................................................................................................... 2 Part I. Investors‟ needs ............................................................................................................... 3 1. Needs of different investors ................................................................................................ 3 2. Portfolios of investments designed for different individuals.............................................. 8 3. Functions of financial advisers (FA) and how to select ................................................... 13 4. Investors‟ rights and the protection available in UK ........................................................ 15 4a. Rights ........................................................................................................................... 15 4b. Protection .................................................................................................................... 15 Part II. Stock exchange ratios and meanings ........................................................................... 17 1. Earnings per share (EPS) .................................................................................................. 17 2. Price/Earnings ratio .......................................................................................................... 18 3. Dividend Yield ................................................................................................................. 19 4. Dividend cover…

    • 7198 Words
    • 29 Pages
    Powerful Essays
  • Powerful Essays

    Investors need to choose appropriate financial instruments according to their own investment objectives and risk performance. By analyzing the factors of risk, expected return and risk premium can judge decision-maker's risk attitude.…

    • 2512 Words
    • 11 Pages
    Powerful Essays