A STUDY ON EQUITIES AND PORTFOLIO MANAGEMENT

At

SHAREKHAN
By SALIKANTI NAGARAJU (226012672199) Project Report submitted in partial fulfillment of requirement For the Award of the Degree of Master of Business Administration

DEPARTMENT OF BUSINESS MANAGEMENT

OSMANIA UNIVERSITY, HYDERABAD-500007

2012-2014

A STUDY ON EQUITIES AND PORTFOLIO MANAGEMENT

At

SHAREKHAN
By SALIKANTI NAGARAJU (226012672199) Project Report submitted in partial fulfillment of requirement For the Award of the Degree of Master of Business Administration

DEPARTMENT OF BUSINESS MANAGEMENT TKR INSTITUTE OF MANAGEMENT AND SCIENCE

(AFFLIATED TO OSMANIA UNIVERSITY)

2012-2014

DECLARATION

I hereby declare that this project report entitledA STUDY ON EQUITIES AND PORTFOLIO

MANAGEMENTsubmitted by me to the Department of Business Management, TKR Institute of

Management and Science affiliated to Osmania University, Hyderabad, in the partial fulfillment of requirements for the award of the degree of MASTER OF BUSINESS ADMINISTRATION

I also declare that this project report is not submitted to any other university or institute either in full or partial for the award of any other degree or diploma.

NAME & ADDRESSSIGNATURE OF THE CANDIDATE

SALIKANTI NAGARAJU Kasarabada,Suryapet, Nalgonda, 508213.

CERTIFICATE
This is to certify that Mr. SALIKANTI NAGARAJU student of MBA bearing Roll no. 226012672199 from TKR Institute of Management & Science, Osmania University has

successfully completed his project work on EQUITIES AND PORTFOLIO MANAGEMENT as partial fulfillment of his Masters degree in Business Administration for a period of 45 days (0605-2013 to 21-06-2013) During this tenure, we found him sincere and hard working. We wish him success for all his future Endeavours.

CERTIFICATION
This is to certify that the project report title EQUITIES AND PORTFOLIO MANAGEMENT submitted in partial fulfillment for the award of MBA Programme of Department of Business Management, O.U. Hyderabad, was carried out by SALIKANTI NAGARAJU under my guidance. This has not been submitted to any other University or Institution for the award of any degree/diploma/certificate.

Name and address of the Guide MR.SENTHIL KUMAR HEAD OF THE DEPARTMENT TKRIMS HYDERABAD

Signature of Guide

ABSTRACT
This paper investigates the need of having a balanced portfolio and also studies the relation between risk and returns and observes the degree of fluctuations. The desire to yield higher returns in equities has been the practice among investors. The performance of individual stock over a period of time is necessary to understand the underlying factors such as risk in order to construct an efficient balanced portfolio periodical revision and evaluation is needed. The present study was performed on three major banking firms whos past performance over a period of five years is considered to observe the volatility and returns generated for this purpose secondary data related to banks performance was collected from (NSE) NATIONAL STOCK EXCHANGE. The information collected was analyzed using appropriate technique-risk and return analysis, form the analysis, it was found that the ICICI showed an increase in risk and the return compared to previous year, in case of the HDFC bank ,the risk increased greatly and so the returns.

ACKNOWLEDGEMENT
It has been a highly enriching experience to do my project at SHAREKHAN FINANCIALSERVICE LIMITED. It has been possible to achieve the perfect blend of valuable experience from the work place and the indispensable knowledge gathered from theoretical studies. Moreover, the much needed work ethics and culture have been inculcated carefully over the period.

I extend my thanks to Dr. J.VARA PRASAD REDDY, DIRECTOR,TKR INSTITUTE OF MANAGEMENT AND SCIENCE for his whole hearted and kind co-operation without whom the project could not been completed. I would express my gratitude to Mr. SENTHIL KUMAR, HOD, TKR INSTITUTE OF MANAGEMENT AND SCIENCE for his constant motivation and valuable help throughout the project. I wish to express thanks to my project guide Mr. SENTHL KUMAR, HOD, TKR INSTITUTE OF MANAGEMENT AND SCIENCE for his abundant support, valuable suggestions and guidance during the course of my project work. Finally, I thank my parents and my friends for their continuous support in accomplishment of this project

TABLE OF CONTENTS
CONTENTS PAGE NO List of Tablesi-ii CHAPTER-1 INTRODUCTION

1-3

CHAPTER-2 LITERATURE REVIEW CHAPTER-3 COMPANY PROFILE CHAPTER-4 DATA ANALYSIS AND INTERPRETATION
CHAPTER-5 FINDINGS, SUGGESTIONS AND CONCLUSION

4-26

27-41

42-78

79-80 CHAPTER-6 BIBLIOGRAPHY 80-81

List of Tables:

Table no.
1

Particulars
STOCK PRICES OF ICICI BANK LTD (2010)

Page no.
42

DETEMINATION OF RISK AND RETURNS (2010)

2 43

STOCK PRICES OF ICICI BANK LTD (2011)

3 44

DETEMINATION OF RISK AND RETURNS (2011)

4 45

STOCK PRICES OF ICICI BANK LTD (2012)

5 46

DETEMINATION OF RISK AND RETURNS (2012)

6 47

STOCK PRICES OF ICICI BANK LTD (2013)

48

DETEMINATION OF RISK AND RETURNS (2013)

8 49

HDFC BANK STOCK PRICES AS ON 2010

9 10 59

DETEMINATION OF RISK AND RETURNS (2010) HDFC BANK STOCK PRICES AS ON 2011

60

11

61

DETEMINATION OF RISK AND RETURNS (2011)

12 62

HDFC BANK STOCK PRICES AS ON 2012

13 63

DETEMINATION OF RISK AND RETURNS (2012)

14 64

HDFC BANK STOCK PRICES AS ON 2013

15 65

DETEMINATION OF RISK AND RETURNS (2013)

16 66

ANDHRA BANK EQUITY SHARE PRICES AS ON 2012

17 18 67

DETERMINATION OF RISK AND RETURNS OF ANDHARA ANDHRA BANK EQUITY SHARE PRICES AS ON 2013

68

19 20 21 22 23

69

DETERMINATION OF RISK AND RETURNS OF ANDHARA BANK AS ON 2013 SBI - GOLD EXCHANGE TRADED SCHEME GROWTH AS ON 2013 AXIS GOLD FUND AS ON 2013 PORTFOLIO 1: Assuming portfolio 1 consists of 2 equity and 1 mutual fund PORTFOLIO 2: Assuming portfolio 2 consists of 2 equity and 1 mutual fund PORTFOLIO 3:

70 71 72 73

24

75

25

Assuming portfolio 3 consists of 3equities OVERALL PORTFOLIO RETURN AND RISK

77

26

78