Investment Strategy


You are required to develop your Investment Strategy for investing in Mutual Funds.
  1. Select a set of mutual funds ( should include a gilt fund, bond fund and a growth funds )
  2. Start with Rs. 5 Lacs
  3. Think of an Investment strategy -
    1. Asset Allocation Policy,
    2. Timing : When should you buy or sell funds
    3. Fund Selection
  4. Collect weekly data about differeint mutual funds from www.mutualfundsindia.com for at least 4 years (1996-2000). (Hard work !)
  5. Simulate your alternate investment strategy during this period.
  6. Try your chosen investment strategy during 2001.
  7. Report what you have learnt.