Portfolio Analysis to determine

Active and Passive Funds

- Amey Patale
- Shreyash Mantri
- Shivakant Shukla
 Agenda
Familiarizing with Terms
Analysis
Conclusion based on the analysis
 Index
Indicator or a Measure of something
In Finance statistical measure of change in a securities market
 Mutual Funds
A Mutual Fund basically pools money from multiple investors and invests
them in baskets of investments. These baskets form what is called a
portfolio.
 Actively Managed Funds
The fund manager invests in stocks that give highest returns or have a
potential for good returns in long-term or short- term.
Frequent Churning of Stocks
No of Stocks in the fund portfolio is at investors discretion.
The proportion of investment in each stock is at investors discretion.
Examples -
 Passively Managed Funds
The fund manager invests in all stocks present in an Index (NIFTY or
SENSEX), in the same proportion.
Churning of stock only when a stock enters or exits the index.
No of Stocks in the fund portfolio = No of Stocks in the underlying Index
Examples -
Analysis
Conclusion