A Comparative Analysis of Impact of Assets Allocation on Portfolio

Author(s) : Sandeep Bhattacharjee
ISSN : 0974 - 497
Year : August 2017 | Volume : 11 | Issue : 3/4

Abstract: The current research paper focuses on the impact of allocation of the stocks and bonds on the performance of the portfolio. The mutual funds were taken for a three year window beginning from (17/3/2014 to 17/3/2107) i.e. medium term investments. A combination of equity & debt has been tested equity funds and debt funds pooled separately. Each Portfolio containing 23 stocks each had been pooled together i.e Equity basket, Debt basket and Balanced basket. The overall performance of each basket has been tested using t- test analysis with its corresponding t-table value. The result obtained can be used by midterm investors for effective investments with better returns with such period.


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