CONTENTS

SERIAL NO. 1 2 3 4 5 6 7 8 9

DESCRIPTION INTRODUCTION RESEARCH DESIGN INDUSTRY PROFILE COMPANY PROFILE ANALYSIS & INTERPRETATION FINDINGS SUGGESTIONS CONCLUSION BIBLIOGRAPHY

PAGE NO. 1-13 14-18 19-30 31-43 44-80 81-82 83-84 85-86 87

LIST OF TABLES

TABLE NO

PARTICULARS

PAGE NO

1.1

The table below shows the existing portfolio of the defensive 63 managed fund.

1.2

The table below shows the average return, standard deviation, 64 and investment fraction of the various equities of the current portfolio.

1.3

The new investment fraction using the sharpe ratio for the equity 65 instrument is given below

1.4

The new portfolio of the defensive managed fund would be as follows

65

1.5

The table below shows the new average return, standard deviation, and investment fraction of the various instruments of the new portfolio.

67

1.6

The table below shows the existing portfolio of the balanced 69 managed fund.

1.7

The table below shows the average return, standard deviation, and investment fraction of the various equities of the current portfolio.

70

1.8

The new investment fraction using the sharp ratio for the equity instrument is given below.

71

1.9

The new portfolio of the balanced managed fund would be as follows

72

2.0

The table below shows the new average return, standard deviation, and investment fraction of the various instruments of the new portfolio.

73

2.1

The table below shows the existing portfolio of the balanced 75 managed fund.

2.2

The table below shows the average return, standard deviation, 77 and investment fraction of the various equities of the current portfolio

2.3

The new investment fraction using the sharpe ratio for the equity instrument is given below.

77

2.4

The new portfolio of the growth fund would be as follows

78

2.5

The table below shows the new average return, standard deviation, and investment fraction of the various instruments of the new portfolio.

79

LIST OF GRAPHS

GRAPH NO.

PARTICULARS

PAGE NO.

The graph below shows the efficient frontier of the defensive managed fund.

68

The graph below shows the efficient frontier of the balanced managed fund.

74

The graph below shows the efficient frontier of the growth fund.

80

The asset allocation for the defensive managed fund of HDFC LIFE as on 30 April 2011 is as follows.
th

62

The asset allocation for the balanced managed fund of HDFC LIFE as on 30 April 2011 is as follows.
th

68

The asset allocation for the growth fund of HDFC LIFE.

75