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    PORTFOLIO

    Uploaded by

    ashish11900705
    diversified portfolio powerpoint

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    PORTFOLIO

    Uploaded by

    ashish11900705
    13 views7 pages
    diversified portfolio powerpoint

    Original Title

    PORTFOLIO PPT

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    © © All Rights Reserved

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    PDF, TXT or read online from Scribd

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    diversified portfolio powerpoint

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    13 views7 pages

    PORTFOLIO

    Uploaded by

    ashish11900705
    diversified portfolio powerpoint

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 7

    Investment

    PORTFOLIO
    Ashish Kumar (23MMB021)
    Arjun Dhawan (23MMB029)
    Prashant Kumar (23MMB033)
    ASSUMPTION
    Age : 25 Yr old
    Amount : 10,00,000 Rupees
    Time Duration : 5 year

    RISK
    Safe Investment: 20%
    Medium Risk: 65%
    High Risk: 15%
    PORTFOLIO Suryoday SFB FD
    5%
    Axis Gold ETF
    10% Nippon India large cap fund
    30%

    National Savings Certificate


    15%

    TATA Motors
    7.5%

    ICICI Bank Equity Quant Mid Cap Fund


    7.5% 25%
    REASONS FOR PICKS?
    Nippon India Large Cap Quant Mid Cap Fund ICICI Bank Equity TATA Motors
    Fund Amt: ₹2,50,000 Amt: ₹75,000 Amt: ₹75,000
    Amt: ₹3,00,000 25% of ₹10,00,000 7.5% of ₹10,00,000 7.5% of ₹10,00,000
    30% of ₹10,00,000 Annualized Return: 5-Year return: 5-Year return:
    Annualized Return: 38.87% 186.71% 737.36%
    22.55%
    Offers higher High risk High High risk High
    Focus on stable, growth potential. return. return.
    large-cap companies. Moderate risk Mirror the Mirror the
    Provide a good through mid-cap performance of performance of
    balance of growth companies. Bank-Nifty. Nifty-50.
    and stability.
    REASONS FOR PICKS?
    National Savings Certificate Axis Gold ETF Suryoday SF Bank FD
    Amt: ₹1,50,000 Amt: ₹1,00,000 Amt: ₹50,000
    15% of ₹10,00,000 10% of ₹10,00,000 5% ₹10,00,000
    Interest rate: 7.7% P.a. 5-year return: 83.01% 5-year return: 8.25%

    Backed by physical gold. FD with a SFB offers


    Guaranteed return with Highly liquid, traded on slightly higher interest
    tax benefits under stock exchanges. rates compared to
    Section 80C. Hedge against inflation traditional banks.
    Stability and risk and economic downturns. Stability and risk
    reduction. reduction.
    5-Year locking Period.
    OUTLOOK
    Percent of RETURN RETURN
    AMOUNT VOLATILITY
    ₹10,00,000 PERCENT AMOUNT

    Nippon India large cap


    30% ₹ 3,00,000 0.99% 22.55% ₹ 5,29,254
    fund

    Quant Mid Cap Fund 25% ₹ 2,50,000 1.04% 38.87% ₹ 10,41,166

    ICICI Bank Equity 7.5% ₹ 75,000 2.06% 186.71% ₹ 1,40,386

    TATA Motors 7.5% ₹ 75,000 2.71% 737.36% ₹ 5,79,972

    National Savings
    15 ₹ 1,50,000 0 7.70% ₹ 67,355
    Certificate

    Axis Gold ETF 10 ₹ 1,00,000 1.01% 83.01% ₹ 82,446

    Suryoday SFB FD 5 ₹ 50,000 0 8.25% ₹ 25,213

    TOTAL ₹ 10,00,000 ₹ 24,65,792


    THANKS
    FOR NO QUESTION
    YOUR PLEASE
    TIME

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