Welcome to the world of Portfolio Management
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- Gabriel Roderick Bond
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1 Welcome to the world of Portfolio Management
2 Portfolio Management
3 Portfolio means. Combination of many kinds of financial securities OR Any collection of financial assets.
4 Introduction People who want to invest, generally invest in a group of securities i.e. stocks / shares. Rather than only 1 type of securities. Expected returns are higher Investors believe that investing their money in many securities will give them high returns, at the same time risk will be less.
5 Investment alternatives National saving deposits Bank deposit Real estates Public deposits LIC scheme Money market securities PPF Investment avenues Gold & silver Shares And debenture s Mutual funds GOI Saving bonds
6 High risk investments: Stocks (shares), ULIPS, Mutual Funds etc. Low Risks Investment: Banks FDs. Recurring deposits, gold, property, govt. bonds. PPF, NSC etc,.
7 Objectives of Portfolio management Security of Principal investment Consistency of returns Capital growth Marketability Liquidity Diversification of portfolio Favourable tax status
8 I will Invest because.. 1. I want maximum utilization of money 2. I will get good returns on it. 3. I would invest for a longer period of time. 4. I will maximize my saving & minimize my spending 5. I will be Benefitted in future.
9 Concept of Investment From the point of view of economy Economic Investment e.g.all infrastructure development Financial Investment For capital formation
10 Investment objectives Short term priority objectives E.g. buying a house. Long term priority objectives Investment In pension funds
11 . Investment decision depends on..
12 Portfolio Management includes the following 1. Selection of Securities 2. Constant Shifting of Portfolio 3. Choice of Selecting 4. Types of securities 5. Understanding nature & priorities of investor. 6. Maximum Return with Minimum Risk
13 Types of portfolio management Types of portfolio management Discretionary Decisions are made by portfolio manager Non Discretionary Decisions are made by the client i.e. investor himself Advisory Personalised investment guidance
14 Purpose of Portfolio Management & Types of Risks 1. Reducing risk rather than increasing return. 2. Balancing risk against performance Risk and return Risks on portfolio Interest rate risk Purchasing power risk Business risk Return on portfolio Financia l risk Systematic and unsystematic risk
15 Tools necessary to help make better portfolio management decisions: 1. Good investment decisions 2. Managing multiple investments 3. Entering global markets 4. Fundamental Analysis and Technical Analysis 5. Investment research 6. Tax effective decisions
16 MUTUAL FUNDS Meaning A mutual fund is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets.
17 Examples of Mutual Fund: Portfolio management of UTI mutual fund: (Opportunities Fund ) Portfolio management of HDFC mutual fund: (Top 200 Fund ) Portfolio management of ICICI mutual fund: ( Blue-chip Equity Fund)
18 Portfolio management of UTI mutual fund: (Opportunities Fund ) Sr. No Sectors of Investment Finance & Banking Software & IT Oil & Gas Automobiles Engineering and Capital goods Chemicals Congomelarates Telecom Cement Tabbacco Consumers Non Durables Minera l& Mining Pharmaceuticals Food & Beverages Miscellaneous Media & Entertainment Utilities Cash ( Current Assets) Total Investments
19 Portfolio management of HDFC Mutual fund: (Top 200fund) Sr no Sector of investment Finance and banking IT and software Tobacco Oil and gas Automobile Telecom Pharmaceuticals Cement Media and entertainment Utilities Engineering & capital goods Metals & mining Consumers & non-durables Miscellaneous Others Cash(CA) Total Percentage (%) %
20 Portfolio management of ICICI mutual fund (Blue chip Equity fund) Sr no Sector of investment Financing and banking Software and IT Automobile Oil & gas Communications Utilities Consumer non-durables Pharmaceuticals Tobacco Engineering & capital goods Metals and mining Conglomerates Short term debt & others Total Percentage %
21 Comparative study between different mutual funds: UTI, HDFC & ICICI Sr.no Sector of investment Financing and banking Software & IT Automobile Oil & gas Engineering and capital goods Communication Tobacco Cement and construction Consumers non-durable Conglomerates Media & entertainment Minerals & mining Pharmaceuticals Utilities Chemicals Food & beverages Miscellaneous Others CA(current assets) Total UTI % HDFC % ICICI %
22 Care to be taken while investing in Stock Market From the study of different portfolios following conclusion is drawn with respect to portfolio management. 1. Detailed study of company s capital. 2. Detailed study of past data of company 3. Payment of dividend 4. Growth rate 5. Revenue and profit 6. Goodwill of company
23 Dos & Don'ts Dos Invest in different sectors not a particular sector. (SWOT) of company Select your investment mix DONTs invest entire money in one company. Don t manage multiple portfolios.
24 Happy Investing Start from Today
25
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