Portfolio Management Services in Mutual Funds


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Portfolio Management Services in Mutual Funds (Final Project Report)

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Page Length : 75

Executive Summary  

Investing money where the risk is less has always been risky to decide. The first factor, which an investor would like to see before investing, is risk factor. Diversification of risk gave birth to the phenomenon called Mutual Fund.

The Mutual Fund Industry is in the growing stage in India, which is evident from the flood of mutual funds offered by the Banks, Financial Institutes & Private Financial Companies.

As a part of my study curriculum it is necessary to conduct a grand project. It provides me an opportunity to understand the particular topic in depth and which leads to that topic.

My Project topic is Portfolio Management services in Mutual Funds which give special emphasis on creation of Portfolio’s, Portfolio revision and Comparison of Mutual Funds with various Performance measures.

In Portfolio Management it is very important to manage investor’s portfolio efficiently. By efficient we mean which reduces the risk of investor and increases return on the other hand.

This project is all about how to manage an Investor’s portfolio in mutual fund. How to diversify the investments into different schemes of funds

My First Phases covers mutual fund industry, current economic condition of the economy, brief introduction to portfolio Management services, investor’s behavior and types, their objective, risk appetite.

My Second Phase covers creation of Portfolio’s as per different type of Investor, Portfolio revision and Comparison of Mutual Funds with various Performance measures.


1 Introduction to Acensure Financial Solutions Pvt. Ltd 1
1.1 Organization chart 2
1.2 Products & Services 3
2 Need for the study 5
3 Objectives of the study 6
4 Research methodology 7
4.1 Research Design 7
4.2 Data collection method 7
4.3 Sample design 7
4.4 Null Hypothesis 7
5 5.1 Introduction to Mutual Funds 8
5.2 History of Mutual Funds 9
5.3 Organization of mutual funds 11
5.4 Types of Mutual funds 11
5.5 Fund Management 13
6 Introduction to Portfolio Management Services 14
6.1 Phases of Portfolio Management 14
6.2 Types of Portfolio Management 16
6.3 Managing Portfolio 17
6.4 Investor Types 18
6.5 SEBI Guidelines for PMS 20
7 Data Analysis 21
7.1 Interpretation 24
8 Portfolio creation 25
8.1 Aggressive Portfolio 25
8.2 Conservative Portfolio 26
8.3 Balanced Portfolio 27
9 Portfolio revision 28
9.1 Constant Rupee Plan 29
9.2 Constant Ratio Plan 35
9.3 Variable Plan 40
9.4 Calculation of returns 46
10 Mutual fund comparison & Rankings 47
11 Limitations & Future Scope 56
12 Findings & Suggestions 57
13 My Learning 58
14 Conclusion 59
15 References 60
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Additional information

Product Name

Portfolio Management Services in Mutual Funds

Product Size

0.99 MB

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Need For

College, Semester, University

Product Type

Created By

Indian Institute of Computer Application (IITCA)

Uploaded By

Roop Chandra




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