Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX)
This internship report is submitted in partial fulfillment of the requirements for the degree of Bachelor of Business Administration, 2019.
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BRAC University
2019
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| Acesso em linha: | http://hdl.handle.net/10361/12299 |
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10361-122992019-09-30T05:54:20Z Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) Biva, Basharat Billah, N. M. Baki Brac Business School, Brac University Mutual fund Market return (DSEX) Mutual funds’ eturn (IDLC AML) Marketing--Management. This internship report is submitted in partial fulfillment of the requirements for the degree of Bachelor of Business Administration, 2019. Cataloged from PDF version of internship report. Includes bibliographical references (pages 41). IDLC Asset Management Limited was established on November 2015, with the objective to be the most-preferred destination for investment knowledge, investment products and investment return in Bangladesh for both individuals and institutions. IDLC AML is a wholly owned subsidiary of IDLC Finance Limited which offers asset management services in forms of Mutual Funds and Alternative Investment vehicles focused on Private Equity and Venture Capital space. The report is focused on measuring financial performance of the two open-end mutual funds of IDLC Asset Management Limited based on the basis of weekly NAVs since these portfolios have been launched till now. Weekly Average Return, Annual Average Return, Standard Deviation, Beta, Treynor Ratio, Sharpe Ratio, Jensen’s Measure (Alpha), and Modigliani risk-adjusted performance (M2) have been calculated to measure the risk adjustment performance of the Mutual Funds, and also to compare them with the Market Index Return. It is found that both of the mutual funds of IDLC AML have been well diversified to reduce its risk. The growth oriented fund has performed better than balanced oriented fund in terms of total risk. Both the funds have been offering diversification and professional guide to the investors and making them help to save for a better future. Chapter-3 is the main and prime chapter of this report which shows the categories of mutual funds launched by IDLC AML, how they work and benefit the investors, their advantages, including the way how it would be possible to invest in a monthly basis known as SIP. It also shows the financial results, figures and tables which is found from the calculation using the raw data collected from the company sources. Chapter-4 covers the findings and recommendations of the report, which is another important part of the report. Finally, a conclusion has been provided for the improvement of the Mutual Funds of IDLC Asset Management Limited. Basharat Biva B. Business Administration 2019-07-03T07:17:12Z 2019-07-03T07:17:12Z 2019 2019-04-30 Internship report ID 14204081 http://hdl.handle.net/10361/12299 en Brac University Internship reports are protected by copyright. They may be viewed from this source for any purpose, but reproduction or distribution in any format is prohibited without written permission. 42 pages application/pdf BRAC University |
| institution |
Brac University |
| collection |
Institutional Repository |
| language |
English |
| topic |
Mutual fund Market return (DSEX) Mutual funds’ eturn (IDLC AML) Marketing--Management. |
| spellingShingle |
Mutual fund Market return (DSEX) Mutual funds’ eturn (IDLC AML) Marketing--Management. Biva, Basharat Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| description |
This internship report is submitted in partial fulfillment of the requirements for the degree of Bachelor of Business Administration, 2019. |
| author2 |
Billah, N. M. Baki |
| author_facet |
Billah, N. M. Baki Biva, Basharat |
| format |
Internship report |
| author |
Biva, Basharat |
| author_sort |
Biva, Basharat |
| title |
Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| title_short |
Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| title_full |
Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| title_fullStr |
Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| title_full_unstemmed |
Mutual funds performance: an analysis of mutual funds’ return (IDLC AML) compared to the Market Return (DSEX) |
| title_sort |
mutual funds performance: an analysis of mutual funds’ return (idlc aml) compared to the market return (dsex) |
| publisher |
BRAC University |
| publishDate |
2019 |
| url |
http://hdl.handle.net/10361/12299 |
| work_keys_str_mv |
AT bivabasharat mutualfundsperformanceananalysisofmutualfundsreturnidlcamlcomparedtothemarketreturndsex |
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1814306917727600640 |