Senior Citizen Investment Portfolio – A Case Study

Introduction

The Senior Citizen Investment  mba hr project report aims at evaluating the performance of Indian equity mutual funds and further to do attribution analysis of managerial performance on the parameters of diversification, timing and selectivity for the period 2008-10.

While one witnesses an increase in the number of the aged and insufficient accumulations for old age, the traditional, informal methods for income security, such as the joint family system in India, are increasingly unable to cope with the enhanced life span and medical costs during old age. There is growing stress in the family system and there is an immediate need for introduction of formal, contributory pension arrangements which can supplement informal systems.