Performance of Mutual Funds Case study of SBI & HDFC Bank Mrs.Gazal Aggarwal** Mrs Meenu Kaur* Introduction The last three decades of 20th Century witnessed the emergence of a number of issues that spared debates and discussion among economist. Financial sector is the major area of macro economy that has received renewed focus in recent years; the banking sector has been the cynosure of academia. The traditional face of banking is also undergoing a change from that of a mere intermediator
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Finance 452: Investment Management Case: Yale University Investments Office Megan Hurley‚ Robert Liu‚ Aaron Nachman‚ David Naert‚ Erik Westerlund Case Intro: In August 2006 with David Swensen as head of the Yale Investments Office‚ the Yale endowment has grown to 18 billion dollars. This was achieved with the help of focusing on less efficient markets such as private equity‚ real assets‚ and absolute return investments. However‚
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INTERNATIONAL FINANCE Tutorial 6 Questions Question 1 Eastbridge‚ a U.S. based company purchased 100 000 shares of Cambridge‚ a British company a year ago. Eastbridge has decided to sell all the shares in one month time to finance the company other operation. Eastbridge expects the share price of Cambridge to be £7.00 in one month time. To hedge against exchange rate exposure‚ Eastbridge sold £ forward contract at the forward rate of US$1.63 based on the expected share price of £7.00. a)
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INVESTOR’S ATTITUDE TOWARDS UTI MUTUAL FUNDS (With Special Reference to UTI MUTUAL FUNDS Ltd.‚ COONOOR) A MAJOR PROJECT REPORT INVESTOR’S ATTITUDE TOWARDS UTI MUTUAL FUNDS (With Special Reference to UTI MUTUAL FUNDS Ltd.‚ COONOOR) SYNOPSIS MUTUAL FUNDS ARE SEEMINGLY THE EASIEST AND THE LEAST STRESSFUL WAY TO INVEST IN THE STOCK MARKET. QUIET A LARGE AMOUNT OF MONEY HAS BEEN INVESTED IN MUTUAL FUNDS DURING THE PAST FEW YEARS. ANY INVESTOR
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INTRODUCTION 1.1 Purpose of the study The purpose of the study is to know about investment avenues available in India‚ where do the people like to invest their savings‚ what are the various factors that they consider before investing in any financial instrument‚ to give a suggestion to the company where its funds lack in the market and how it should be rectified‚ to evaluate the consumer’s attitude towards saving and decision making regarding investments. Savings form a very important part
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A Project Report on “MUTUAL FUNDS – MARKET TRENDS & SCOPE IN FUTURE” (Submitted in partial fulfillment of the requirement of Master of Business Administration‚ Distance Education Guru Jambheshwar University of Science & Technology‚ Hisar) Research Supervisor: Submitted by: Name : Naveen Kulashri Name of student : Ruchin Sharma Designation: Cost Accountant Enrollment No. : 08061155153 Organization Name: Specialization : Finance M/s Caparo Maruti Limited‚ Bawal [pic]
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1. During the past five years‚ you owned two stocks that had the following annual rates of return. Year Stock T Stock B 1 0.19 0.08 2 0.08 0.03 3 -0.12 -0.09 4 -0.03 0.02 5 0.15 0.04 a) Compute the arithmetic mean annual rate of return for each stock. Which stock is most desirable by this measure? (5 marks) b) Compute the standard deviation of the annual rate of return for each stock. By this measure‚ which is the preferable stock? (7 marks) c) Compute
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of the mutual funds 2 3. Performance analysis of the funds RHB 3 CIMB 7 PUBLIC 16 4. Conclusion and recommendation 18 5. References 19 Summary The report of performance analysis consists of analysis of three mutual funds in Malaysia. These are RHB‚ CIMB‚ and PUBLIC Mutual. In order to analyse their performance‚ the return in terms of percentage (%) of 4 different funds were analysed. The four different funds are equity fund‚ balance
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Mutual Fund Flows and Performance in Rational Markets Jonathan B. Berk University of California‚ Berkeley and National Bureau of Economic Research Richard C. Green Carnegie Mellon University We derive a parsimonious rational model of active portfolio management that reproduces many regularities widely regarded as anomalous. Fund flows rationally respond to past performance in the model even though performance is not persistent and investments with active managers do not outperform passive
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Problem National Mutual Funds (NMF)‚ founded in the 1940s‚ is one of the most important mutual fund companies in the brokerage industry in the United States. The company has extended from a mutual fund company to a financial center offering mutual funds‚ brokerage products including stocks and bonds‚ insurance products‚ and a variety of planning tools to help customers save for major life needs. However‚ since the market downturn‚ which is hurting many brokerage and mutual fund houses‚ NMF’s profits
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