Portfolio Management Written Assignment

Course name: BBA325 Portfolio Management		Professor: Robin Reid
Student name: Vladislav Chernyshev		Program: BBA
Date of submission: 23th August, 2021.		Year: 3

Mid-Term Assignment.

Academic Year 2020-2021

Semester:

DECLARATION BY STUDENT

I hereby undersign that the work submitted is my own effort. I certify that all material in this Dissertation, which is not my own work, has been identified and acknowledged. No materials are included for which a degree has been previously conferred upon me.

Signed (Student): _____________________________

Introduction

The following paper aims to demonstrate the knowledge obtained so far, in particular, the understanding of financial statements, as well as an understanding of risk and return concepts inherent in theory of investment. For this purpose, two funds were selected, one high-performing, that is Kotak Equity Hybrid Direct Growth and a low-performing fund, Quadriga Investors Igneo.

Performance overview

o Political

o Macro-Economic

o Sector

o Internal Factors and policies

Financial analysis

Supporting evidence

Recommendations

Appendix