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SUBMITTED TO:
PROF JAGDISH REDDY

SUBMITTED BY:
GRACEFULLMARY
FINANCE(2)
REGD NO-T 6045

RESEARCH METHODOLOGY
OBJECTIVES
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Scope of the Study
The study of the Portfolio Management Services is helpful in the following areas.
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Methodology
SOURCES OF DATA
Primary data2c,
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Sharekhan Portfolio Management Services.
There are two types of PMS in Sharekhan Limited
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It uses in-depth independent fundamental research.

c PROTECH (Technical)

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DATA INTERPRETATION AND ANALYSIS

HDFC
c

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+7)+c

&+7)+'8c

899:c

;3:c

87<c

<3=c

899=c

37:c

7>7<c

;8?93c

899>c

)39c

)>;7:c

:?:3=8c

899?c

797=c

:>8<c

<:3::?c

8979c

8><c

)39:c

83:c

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7:=;c

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Average return
=167.3/5
=33.46
Standard deviation=1/n&+7)+'8c
=1/5(11981.51)
=2396.30
=48.9
Infosys
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+c

+8)+c

&+8)+'8c

899:c

<=8c

739<c

88:897:c
c
c
c
c
33<7;7:c
c
c

899=c

33=c

8;3<c

899>c

):9;c

)?8<:c

>3<>>38c
c

899?c

79;>c

=7:<c

37;88?c
c

8979c

7<<c

)7==:c

;73<7=:c
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0 .c

7:9>c
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7<==:>?c
c

Average return=160.8/5
=32.16
Standard deviation=1/n&+7)+'8c
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cccc@753&7<==:>?'c

ccccc@8?33;=>c

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Year

return

R3-R

(R3-R)2

899:c

373c

8=3<c

=3><37:c

899=c

<?9c

839<c

:8=997:c

899>c

)3:8c

)>97:c

:<83:8:c

899?c

3=?c

;;?<c

7737?8<c

8979c

7=:c

):;:c

<9<<?:c

 c

77?>c

?99;<38c

Total return=119.8
Average return=119.8/5
=23.96
Standard deviation=1/5(9003.45
=1800.69
=42.43

TCS
Year

Return

R4-R

(R4-R)2

899:c

83c

)73:c

8<;;:c

899=c

:;8c

;::<c

7;<8<?c

899>c

):7c

)>=3:c

=:::=3<c

899?c

>??c

:;;<c

<977?3:c

8979c

73=c

)79>:c

77=?;?:c

7;8>c

7;7<73=c

Year

Return

R5-R

(R5-R)2

899:c

8=3c

)778c

783<<c

899=c

:;;c

;<:>c

7898=98c

899>c

)<=?c

)=:38c

3>33;7c

899?c

>:>c

3>7>c

;;><?78c

8979c

7;<c

)7388c

8;7:<><c

7<;7c

79:=3>;c

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Average return
@7;8>53c
@8:3:c
Standard deviation
@A753&7;7<73='c
@A8:8>;7<c
@378:c
c
Bank of Baroda

 c
Average return
@7<;753c
@8>:8c
Standard deviation

@A753&79:=3>;'c
@A87;37::cc@<:87c
c
RIL petroleum products
Year

Return

R6-R

(R6-R)2

899:c

;?>c

3?c

;<>7c

899=c

=<=c

<9>c

7::<:<c

899>c

)3<:c

)>>3c

=>;883c

899?c

?;3c

3?:c

;3387:c

8979c

7:7c

)7=>c

;7:><c

7:?3c

7;<99=c

Year

Return

R7-R

(R7-R)2

899:c

7?>c

79>>c

77>;=<<c

899=c

;:;c

8=;>c

=<?::<<c

899>c

)37;c

):988c

;:8:<<c

899?c

899c

779>c

788=::<c

8979c

7?>c

79>>c

77>;=<<c

 c

<<:c

<=;3:8>c

 c
c
Average return
@7:?353c
@;;?c
Standard deviation
@A753&7;<99='c
@A8:>97<c
@37=c
ICICI

Average return
@<<:53c

@>?8c
Standard deviation
@A753&<=;3:8>'c
@A?<=783:@;9=c
Tata Motors ltd DVR
Year

Return

R8-R

(R8-R)2

899:c

8>c

)3=:c

;;7==:c

899=c

>9?c

<=7<c

88887>c

899>c

)3<>c

)>>3:c

=><8>=<c

899?c

?>?c

:37<c

<8<;88c

8979c

73>c

)7=?:c

;883:7:c

7:>>c

7<::<97c

Year

Return

R9-R

(R9-R)2

899:c

797c

7=8c

8?3>c

899=c

7:;c

=?8c

:8=8c

899>c

)>:c

)7:?>c

8>>;8c

899?c

7>:c

7988c

79<<>c

8979c

33c

)8>>c

>8?c

<7?c

<::=<>c

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c
Average return
@7:>>53c
@;;=:c
Standard deviation
@A753&7<::<97'c
@A8?;8>98c@3<8c
Coal India ltd

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Average return
@<7?53c
@>;>c
Standard deviation
@A753&<::=<>'c
@A?;;<c
@?::c
Titan Industries ltd
Year

Return

R10-R

(R10-R)2

899:c

;:8c

797<c

798>7?:c

899=c

<==c

87:<c

<:>8>c

899>c

):9=c

)>:=:c

=38=8>c

899?c

799;c

=<8<c

33773=c

8979c

:>c

)7?8:c

;=9?<c

7;9;c

7;?>9?c

 c
Average return
@7;9;53c
@8:9:c
Standard deviation
@A753&7;?>9?'c
@A8=?:7>:
=52.8

ITC ltd
Year

Return

R8-R

(R8-R)2

899:c

7?c

)8=8c

=;?c

899=c

38;c

;93>c

?;37;c

899>c

)<87c

):;>8c

<9=8??c

899?c

:;>c

<89>c

7==9=8c

8979c

73:c

):78c

;=<3c

79>:c

:>8;=c

 c
Average return
@79>:53c
@87=8c
Standard deviation
@A753&:>8;='c
@A7;:<=<c
@;:?c
O

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The Above Graph shows the average of the various companies in equity portfolio
and among themTata Motors gives the highest average.And this company had
been in the good pace.

Covariance and correlation coefficient

=1/N(R-R)(R-R)
Correlation coefficient
=cov(ab)/c

HDFC and Infosys
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Year

R1-R

R2-R

(R1-R)(R2-R)

2006

2.14

15.04

32.185

2007

18.14

23.54

427.015

2008

-83.16

-92.46

7716.712

2009

68.24

71.64

4888.714

2010

-5.06

-17.76

89.86

Total

13154.49

Covariance(COV ab)
=1/5(13154.49
=2630.89
Correlation coeffiecient
=2630.89/48.9*54.36
=2630.89/2658.204
=0.9

Covariance HDFC with SBI

Year

R1-R

R3-R

(R1-R)(R2-R)

2006

2.14

27.54

58.93

2007

18.14

25.04

454.22

2008

-83.16

-80.16

6690.154

2009

68.24

33.94

2316.06

2010

-5.06

-6.36

32.18

Total

9551.56

Covariance (COV ab)

=1/5(9551.56)
=1910.312
Correlation coefficient
=1910.312/48.9*42.43
=0.92

Covariance HDFC with TCS

Year

R1-R

R4-R

(R1-R)(R4-R)

2006

2.14

-1.56

-3.33

2007

18.14

36.64

664.64

2008

-83.16

-87.56

7307.75

2009

68.24

63.34

4322.32

2010

-5.06

-10.86

54.95

Total

12346.34

Covariance (COVab) =1/5(12346.34)

=2469.26
Correlation coefficient
=2469.26/48.9*51.26
=0.98

Covariance of HDFC with bank of baroda

Year

R1-R

R5-R

(R1-R)(R5-R)

2006

2.14

-1.12

-2.39

2007

18.14

34.68

629.09

2008

-83.16

-76.52

6386.35

2009

68.24

58.18

3970.20

2010

-5.06

-15.22

77.01

Total

11060.27

Covariance (COVab)
=1/5(11060.27)
=2212.055
Correlation coefficient
=2212.05/48.8*46.21
=0.97

Covariance HDFC with RIL

Year

R1-R

R6-R

(R1-R)(R6-R)

2006

2.14

5.9

12.62

2007

18.14

40.8

740.112

2008

-83.16

-88.5

7386.21

2009

68.24

59.6

4067.10

2010

-5.06

-17.8

Total

90.06
12296.12

Covariance (COVab)
=1/5(12296.12)
=2459.22
Correlation coefficient
=2459.22/48.9*51.7
=0.972

Covariance HDFC with ICICI

Year

R1-R

R7-R

(R1-R)(R7-R)

2006

2.14

10.88

23.28

2007

18.14

27.38

496.67

2008

-83.16

-60.22

5025.96

2009

68.24

11.08

756.09

2010

-5.06

10.88

55.05

Total

6246.96

Covariance(COV ab)
=1/5(6246.96)
=1249.39
Correlation coefficient
=1249.39/48.9*30.7
=0.83
Covariance HDFC with Tata motors ltd DVR

Year

R1-R

R8-R

(R1-R)(R8-R)

2006

2.14

-5.76

12.34

2007

18.14

47.14

855.1196

2008

-83.16

-88.56

7391.218

2009

68.24

65.14

4445.154

2010

-5.06

-17.96

90.87

Total

12770.04

Covariance(COVab)
=1/5(12770.04)
=2554.08
Correlation coefficient
=2554.08/48.9*54.2
=0.96

Covariance HDFC with coal India ltd

Year

R1-R

R9-R

(R1-R)(R9-R)

2006

2.14

1.72

3.68

2007

18.14

7.92

143.66

2008

-83.16

-16.98

1417.15

2009

68.24

10.22

697.41

2010

-5.06

-2.88

14.57

Total
Covariance(COV ab)
=1/5(2276.48)

2276.48

=455.29
Correlation coefficient
=455.29/48.9*9.66
=0.96
Covariance HDFC with Titan Industries

Year

R1-R

R10-R

(R1-R)(R10-R)

2006

2.14

10.14

21.69

2007

18.14

21.64

392.54

2008

-83.16

-86.76

7240.99

2009

68.24

74.24

5066.13

2010

-5.06

-19.26

97.54

Total

12818.83

Covariance(COV ab)
=1/5(12818.83)
=2563.76
Correlation coefficient
=2563.76/48.9*52.8
=0.99
Covariance HDFC with ITC

Year

R1-R

R11-R

(R1-R)(R11-R)

2006

2.14

-2.72

-6.24

2007

18.14

30.58

554.72

2008

-83.16

-63.82

5326.41

2009

68.24

42.08

2171.53

2010

-5.06

-6.12

30.96

Total

8777.39

Covariance(COVab) =1/5(8777.39) =1755.47

Correlation coefficient
=1755.47/48.9*36.9 =0.97

ANNEXURE



NAME.
AGE
OCCUPATION... PHONE
NO..................................
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