A
SYNOPSIS REPORT
ON
PROTFOLIA MANAGEMENT
AT
HDFC BANK
Submitted
By
NIRASHA
H.T.NO: ***
PROJECT SUBMITTED IN PARTIAL FULFILLMENT FOR THE AWARD OF DEGREE
OF
MASTER OF BUSINESS ADMINISTRATION
Department of Business Administration
AURORA’S PG COLLEGE
PEERZADIGUDA
(Affiliated to Osmania University)
2023-2024
Aurora’s PG College , PEERZADIGUDA
Department of Management
SYNOPSIS
Title of the Project : PROTFOLIA MANAGEMENT
Student Name : NIRASHA
Hall Ticket Number : ***
Signature of the Student :
Signature of the Guide :
INDEX
. No. CONTENTS Page No
1 TITLE OF THE PROJECT
2 STATEMENT OF THE PROBLEM
3 INTRODUCTION
4 AIMS AND OBJECTIVES
1) NATURE OF THE STUDY
2) SCOPE OF THE STUDY
3) DATA COLLECTION METHODS
4) TOOLS FOR ANALYSIS
5) CHAPTERISATION
Chapter - I
INTRODUCTION:
Investing in securities such as shares, debentures and bonds is profitable as well as exciting.
It is indeed rewarding, but involves a great deal of risk and calls for scientific knowledge as
well as artistic skill. In such investments, both rational as well as emotional responses are
involved. Investing in financial securities is now considered to be one of the best avenues for
investing one’s savings while it is acknowledged to be one of the most risky avenues of
investment.
It is rare to find investors investing their entire savings in a single security. Instead, they tend
to invest in a group of securities. Such a group of securities is called a portfolio. Creation of
a portfolio helps to reduce risk without sacrificing returns. Portfolio management deals with
the analysis of individual securities as well as with the theories and practice of optimally
combining securities into portfolios. An investor who understands the fundamental principles
and analytical aspects of portfolio management has a better chance of success.
NEED FOR THE STUDY
It is The study of analysis of portfolio management. The analysis of portfolio management
provides the information to investor how to invest the savings in various securities and the
way how to get maximum returns from the securities and how to decrease the risk which lies
in securities.
The technical approach to investment is essentially a reflection of the idea that prices move in
trends, which are determined by the changing attitudes of investors toward a variety of
economic, monetary, political, and psychological forces. The art of analysis of portfolio
management is to identify trend changes at an early stage and to maintain an investment
posture until the weight of the evidence indicates that the trend has reversed.
OBJECTIVES OF THE STUDY
1. To understand the portfolio selection process
2. To study the frontier technique in the portfolio selection
3. To study the process of generation of investible securities in portfolio
4. To understand the process of calculating risk of selected securities in portfolio
SCOPE OF THE PROJECT
The project provides the information regarding the portfolio management that is how
to analyze the portfolio, how to construct the portfolio and the factors which influence while
constructing a portfolio. Analysis of portfolio management will helps to the investor in
getting good returns and decreases the risk. The project analysis considers the mission of the
company and wealth maximization concept of the investor.
LIMITATIONS:
The data is collected from the primary and secondary sources and there is subjected to slight
variation than what the study includes in reality.
Hence accuracy and correctness can be measured only to the extent of what the sample group
has furnished.
This study has been conducted purely to understand portfolio management for investor:
Construction of portfolio is restricted to two companies based on markwitz model.
Very few and randomly selected scripts/companies are analyzed.
Data collection was strictly confined to secondary source. No primary data is
associated with the project.
Detailed study of the topic was not possible due to limited size of the project
There was constraint with regard to the time allocation for the research study i.e. for a
period of two months.
METHODOLOGY OF THE STUDY
The data collection of the study consists of two kinds of data
1. Primary sources of data:
Which is first hand in nature, can be collected through.
. Meeting with concerned peoples.
. Personal observation.
2. Methods of collection of the data.
.secondary data: Which is already exists
.
. Financial management text books .
. Printed materials.
. Journals & magazines.
. News papers.
. Text books.
. World wide webs.
