International Journal For Multidisciplinary Research

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A Study on BSE Small – Cap and Gold Asset Allocation in Constructing Portfolio

Author(s) CHAITRA K S, VANISHA D PATEL, CHETHAN G J
Country India
Abstract “A study on BSE Small – Cap and Gold asset allocation in constructing Portfolio” has been undertaken to get knowledge about different investment avenues available for individuals and how asset allocation will impact on the portfolio construction.
In this study, I took BSE – SMALL CAP, GOLD as different indices for investment and calculated returns for each year from 2004 to 2022 for all asset class. All asset class performance is not identical. If one asset will perform better in a specific year, the same asset will not be performing in the next consecutive years. And also, I took 2 strategies as example for investment i.e. If Rs. 100 Invested in each asset class in 2003 and continue as it is till the year ending 2022 and If Rs. 100 Invested in all asset class in 2003 and balancing the returns at the end of every year. The second strategy generates more income than first one and this study helps to know the importance of asset allocation in portfolio construction.
Keywords Asset Allocation, BSE – SMALL CAP, GOLD, Portfolio Construction
Field Business Administration
Published In Volume 5, Issue 5, September-October 2023
Published On 2023-10-08
Cite This A Study on BSE Small – Cap and Gold Asset Allocation in Constructing Portfolio - CHAITRA K S, VANISHA D PATEL, CHETHAN G J - IJFMR Volume 5, Issue 5, September-October 2023. DOI 10.36948/ijfmr.2023.v05i05.7245
DOI https://doi.org/10.36948/ijfmr.2023.v05i05.7245
Short DOI https://doi.org/gst3sb

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