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How much of the portfolio is invested in equity an inequity fund investment?
Wiki User
∙ 8y ago
In equity funds more than 80% of the funds are invested in equities. Hence, the risk factor is higher. This is a good form of wealth management and offers unit holders with medium to long-term capital growth.
Wiki User
∙ 8y ago
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What is equity exposures?
Equity exposures refer to measurements used for investment portfolios. These explain the investment amounts in a portfolio used for different items like stocks and equity compared to a fixed income.
What aspect of the balance sheet includes the amounts invested and profits the company made?
Of the three major sections - assets, liabilities, and equity - investment and profit both appear in the equity section.
What aspect of the balance sheet includes the amounts invested and the profits the company made?
Of the three major sections - assets, liabilities, and equity - investment and profit both appear in the equity section.
Are Contra Funds in India Really Contra in terms of Investment View?
Unfortunately No. If you compare the stocks portfolio of any of these Contra Funds and any of the top Equity Diversified funds you will see that they are similar. Atleast 60% of the stocks that Contra Funds have invested are present in the portfolio if a regular equity diversified fund. Even the Sectors in which these Contra Funds have invested is more or less the same as regular equity diversified funds.Sector NameContra Fund - Sector WeightageRegular Fund - Sector WeightageFinancial Services19%21%Energy & Power14%15%Consumer Goods10%9%The weightage in other sectors are comparable too.Actually speaking, if we pick up the top stocks like ICICI Bank, HDFC Bank, Reliance Industries, Infosys etc, both the Contra Funds and Equity Diversified Funds have invested in them. Almost all of these funds have exposure to such stocks even though, they claim to be following a contrarian investment approach.
It is impossible to construct a portfolio of risky assets whose return is equal to the risk-free rate?
Practically Yes. A portfolio that is aggressive (risky) is entirely different from the one that is risk free (conservative) An aggressive portfolio is designed with the motive of earning high returns on our investment. This is suitable only for high risk investors for whom capital preservation is not a priority. They are ready to take the risk to ensure that their money is growing at a rate that far outpaces inflation. An aggressive portfolio is one that has exposure to equity related components to the level of at least 70% or more. The remaining portion is invested in safe instruments like bank deposits, bonds etc. A conservative portfolio is one in which our main aim is capital protection. The gains may be small but the capital we invested would not erode in value. That is the reason why 75% or even more of the portfolio is invested in safe instruments. Only the remaining is invested in moderate risk to high risk instruments. So, matching the returns on the two types of portfolios is extremely difficult and practically impossible.
What is a another name for money or machines invested in a business?
Equity or Owner's Equity.
How do you find out the profit of the portfolio?
The overall profit earned by a portfolio can be termed as the sum of all the profits earned by the different instruments that form your portfolio. Let us say I invested Rs. 1 lakh and my portfolio is 60% equity, 20% gold and 20% bank deposits. Assuming the average returns for the products last year to be 20%, 12% and 8% respectively my total profit is as follows: Equity: Rs. 12000 Gold: Rs. 2400 Bank Deposit: Rs. 1600 Net Profit: Rs. 16000/- This is the net profit of my portfolio.
What happen when workers perceive an inequity according to equity theory?
Try to reestablish an equitable feeling in a number of ways.
Equity investment reviews can be found where online?
The internet is a good source to find equity investment reviews. In order to find these sources, one can browse various equity investment review sites.
What has the author Ian R C Hirst written?
Ian R. C. Hirst has written: 'Restrictions on outward portfolio investment and domestic equity markets' 'Efficiency in trading and the revelation of preferences'
How is private equity in Kuwait as an option for a keen investor Please advice.?
Private Equity in Kuwait is a large market to look forward to and you need an experienced advisor to channelise the right investment and expect returns. Meet the team at NBK Capital, the investment management subsidiary of National Bank of Kuwait for knowing the best route suited for your portfolio of holdings.
The amount of money invested in a corporation by the owners is called?
equity
