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SIGNIFICANCE OF RESEARCH

IN PORTFOLIO MANAGEMENT

Presented By:
Maheshwar Shukla
Srinivasa B
Nadeem Pasha
Varun V
Aravinda Bhat

MBA WP Section “A”


Portfolio and Portfolio Management

Portfolio :
grouping of financial assets such as stocks, bonds,
commodities, currencies and cash equivalents

Portfolio Management:
the art and science of making decisions about
investment mix and policy, matching investments to
objectives, asset allocation for individuals and
institutions, and balancing risk against performance

The Key Elements of Portfolio Management

Asset
Allocatio
n

 Diversificati
on

Rebalancin
g
Process of Portfolio Management


Research Methodology

 Research methodology can be treated as the heart of
the project without a proper and well organized
research plan it is impossible to complete the project
and draw conclusions and get result
OBJECTIVES

 Compare performance of different stock in a year
 Compare the return from the portfolio using
different avenues
 To develop a new investment way
 To understand the concept of portfolio management
in current senario
Kotak Guaranteed Growth Fund


V/S
Kotak Dynamic Balanced Fund
Significance/ Need/ Importance
 To understand the client’s investments
 To get know the “Risk”

RISK

How much risk How much risk


client can bear client needs to take
To know the return
 Overall portfolio returns
 Individual investment avenue returns
 Returns against the risk
 Returns compared to market return

 Diversification


For example, if you hold 1 company in your portfolio and
this fails, then you lose 100% of your investment. If you
hold 50 companies equally, and 1 fails, you only lose 2%.
 Asset allocation 
 Rebalancing your portfolio
 Market timing
 Market turbulence


 To avoid mistakes in investment, or taking wrong
investment decision.

During high market volatility:
 Whether to stay invested
 Whether to square off