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  • Cassiel Overnite Casestudy

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    Raja Sekhar Vulli
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    This portfolio strategy presentation recommends a core-satellite approach for a moderate risk-taking client, with the objective of diversification, maximizing returns within the client's risk appetite, and performance over 3 years. The core allocation includes equity funds, debt funds, and satellite allocation includes sector funds, gold ETF, and Nifty BeES to diversify the portfolio and enhance returns. The proposed investment is split between debt funds, equity funds, gold, and sector funds.

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    This portfolio strategy presentation recommends a core-satellite approach for a moderate risk-taking client, with the objective of diversification, maximizing returns within the client's risk appetite, and performance over 3 years. The core allocation includes equity funds, debt funds, and satellite allocation includes sector funds, gold ETF, and Nifty BeES to diversify the portfolio and enhance returns. The proposed investment is split between debt funds, equity funds, gold, and sector funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    7 views11 pages

    Cassiel Overnite Casestudy

    Uploaded by

    Raja Sekhar Vulli
    This portfolio strategy presentation recommends a core-satellite approach for a moderate risk-taking client, with the objective of diversification, maximizing returns within the client's risk appetite, and performance over 3 years. The core allocation includes equity funds, debt funds, and satellite allocation includes sector funds, gold ETF, and Nifty BeES to diversify the portfolio and enhance returns. The proposed investment is split between debt funds, equity funds, gold, and sector funds.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPTX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pptx, pdf, or txt
    of 11

    Click to edit Master subtitle style

    Core & Satellite Portfolio Strategy for Moderate Risk Taking Client
    Presented by CHRISTINA WENCESLAUS RAJASEKHAR VULLI

    5/3/12

    OBJECTIVE
    To invest in a diversified portfolio

    To maximize the returns Meet the clients risk appetite

    Performance over long term (3 years)


    5/3/12

    Core allocation and satellite allocation

    Core allocation - equity funds -Debt funds Satellite allocation -Sectoral mutual funds -Gold ETF - Nifty BeES

    5/3/12

    Investment Allocation

    5/3/12

    Core Investment Allocation

    5/3/12

    Core Investment: Debt Funds

    5/3/12

    Investment Split up: Debt fund


    Debt Fund-Retuns

    5/3/12

    Core Investment: Equity Funds


    S.no.NAME OF THE FUND 1 2 3 4 5 6
    Reliance Pharma-Growth ICICI prudential Discovery Fund-IP-Growth ICICI prudential Discovery Fund-Growth IDFC Primier Equity Fund-Plan A-Growth Birla Sun Life MNC Fund-Growth Religare Mid-CAP Fund-Growth

    5/3/12

    Satellite Mix: Gold and Nifty BeES

    5/3/12

    Satellite funds

    Sectoral funds
    s.no name 1 2 Franklin Infotech fund Reliance Media Entertainment Fund

    5/3/12

    Click to edit Master subtitle style

    THANK YOU

    5/3/12

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