Management Of Portfolio Of Mutual Funds:Developing a model for allocation of funds in portfolios of mutual Funds by Indian Investors based on the risk-need analysis

Bhandari, Punya (2010) Management Of Portfolio Of Mutual Funds:Developing a model for allocation of funds in portfolios of mutual Funds by Indian Investors based on the risk-need analysis. [Dissertation (University of Nottingham only)] (Unpublished)

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Abstract

This dissertation focuses on developing a model to for asset allocation in a portfolio of mutual funds for an average Indian Investor. When an investor sets out to invest or buy mutual fund units, the investor may find that there are a number of mutual funds available. Which mutual fund to invest and how much to invest is a big question mark in front of the investor.

In volatile and uncertain markets, mutual funds are any investor's best friend. But with a plethora of schemes available in the market catering to a variety of investment profiles, finding the right mutual fund can be a daunting task (Anand Laddha, fund manager, HDFC mutual funds)



An investment advisor may help you regarding which funds to invest in, how many units to buy, how to plan out the investments. However, an investment advisor may be biased and looking at his own commissions that he gets from his company or the mutual fund. He may quite ignore the investors’ appetite towards risk and investment requirements completely.

The study elucidates on the review of the literature on mutual funds, investment needs of individuals and portfolio management. Investors are classified according to their risk appetite. The risk and return of various mutual funds are also examined. The mutual funds are then mapped to the investors in such a way that the risk appetite of investors matches that of the mutual funds. Both qualitative and quantitative methods are employed to test the predetermined hypothesis. Ratio analysis, surveys, interviews and an internship were conducted by the author to conclude the results.

This study is an attempt to develop a standardized portfolio(s) in which any given individual investor can place himself and that mutual fund schemes can be recommended for him. The researcher attempts to create this standardized portfolio.

Item Type: Dissertation (University of Nottingham only)
Depositing User: EP, Services
Date Deposited: 06 Jul 2010 08:50
Last Modified: 27 Sep 2016 19:24
URI: http://eprints.nottingham.ac.uk/id/eprint/23526

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