Constituents Legal & Regulatory Framework The Offer Document Fund Distribution and Sales Practices Accounting‚ Valuation and Taxation Investor Services Investment Management Measuring & Evaluating Mutual Fund Performance Helping Investors with Financial Planning Recommending Financial Planning Strategies to Investors Selecting the right Investment Products for Investors Helping Investors understand risks in Fund Investing Recommending Model Portfolios and
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COMPARITIVE ANALYSIS ON PERFORMANCE OF MUTUAL FUND SCHEMES AND INVESTORS ATTITUDE TOWARDS MUTUAL FUNDS (WITH SPECIAL REFERENCE TO HDFC AND SBI) MAJOR PROJECT TABLE OF CONTENTS PARTICULARS Page No. Acknowledgement Chapter-1 INTRODUCTION INTRODUCTION 2-3 NEED OF THE STUDY OBJECTIVES OF THE STUDY 4 RESEARCH METHODOLOGY 5 LIMITATIONS OF THE STUDY 6 Chapter-2 LITERATURE REVIEW NATIONAL 8-10 INTERNATIONAL 11-13 Chapter-3 ALL ABOUT MUTUAL
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same direction. o. The two variables are low risk. p. The two variables are high risk. 5. A positive relationship between expected return and expected risk is consistent with q. Investors being risk seekers. r. Investors being risk avoiders. s. Investors being risk averse. t. All of the above. 6. What information must you input to a computer program in order to derive theportfolios that make up the efficient frontier u. Expected returns
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securities. CAPM was first published by William Sharpe in 1964. CAPM extended “Harry Markowitz’s portfolio theory” to include the notions of specific and systematic risk. CAPM is a very useful tool that has enabled financial analysts or the independent investors to evaluate the risk of a specific investment while at the same time setting a specific rate of return with respect to the amount of the risk of a portfolio or an individual investment. The CAPM method takes into consideration the factor of time
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Efficient Market Hypothesis v’s Behavioural Finance An efficient market is one in which share prices quickly and fully reflect all available information‚ where investors are rational‚ and there are no frictions. Investors determine stock prices on the basis of expected cash flows to be received from a stock and the risk involved. Rational investors should use all the information they have available or can reasonably obtain‚ including both known information and beliefs about the future. In an efficient
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Framework of Mutual Funds in India The concept of mutual funds evolved in India in July 1964‚ when at the initiative of the government of India and the Reserve Bank of India‚ Unit Trust of India was set up to mobilise the savings of the middle class investors and to invest those funds in the capital market for the much needed industrial growth. As only 1/3 of household savings were at the disposal of the corporate sector‚ UTI was established to channelize large shares of household savings to productive
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Authority (FSA) oversee the capital markets in their designated jurisdictions to ensure that investors are protected against fraud‚ among other duties. Capital markets may be classified as primary markets and secondary markets. In primary markets‚ new stock or bond issues are sold to investors via a mechanism known as underwriting. In the secondary markets‚ existing securities are sold and bought among investors or traders‚ usually on a securities exchange‚ over-the-counter‚ or elsewhere. What is stock
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FI 410 Final Exam Study Guide Chapter 2 and 3: Investment risk- pertains to the probability of earning a return less than that expected. Standard deviation measures the stand-alone risk of an investment The larger the std deviation‚ the higher the probability that returns will be far below the expected return Two-Stock Portfolios: Can be combined to form a risklss portfolio if correlation (p)= -1.0 Risk is not reduced at all if the two stocks have correlation (p)= +1.0 In general‚ stocks have an
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A fraudulent investment operation in which the perpetrator promises the investor a high return on their investment‚ not from any actual profit earned from the organization but instead from recycled money already paid by other investors‚ is called a Ponzi scheme. In many Ponzi schemes‚ the swindlers focus on attracting new money to make promised payments to earlier-stage investors and to use for personal expenses‚ instead of engaging in any legitimate investment activity. There are countless examples
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earning. Number of shares outstanding in the market is also declared by companies in their financial reports. So collect these two values and calculate EPS. Any investor who has been into share market investing must have come across Price to Earning (P/E) ratio in the past. Earning Yield is just an inverse of the famous P/E ratio. As an investor one would like to see a higher earning yield in order to decide whether to buy this share or not. In the above example you will see that Company A has a earning
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