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TEAM 1
Gouri Sankar Sahoo
Anshuman Ashit
Abhishek Gaurav
Janardan Sekhar
belief of the management of Zeus was based on the minimization of the risk
and the long term investment which will ultimately give its investors higher
returns. They use strategic asset allocation process to invest in different
areas. Apart from that, the company also invests in the large caps because of
the lower risk of the overall portfolio. In addition to this, the management of
the company also invests in the medium and large caps due to the low risk
profile of the individual investors as compared to the smaller caps in which
the risk is very high. The customer base of Zeus was also high due to good
strategic investments made by the company. The strategy of the company is
based on the fact that the company has to pay special attention to satisfy
the needs of the client. One of the issues in this matter is how much tax
different individuals pay based on their respective tax brackets. The
company is performing well and it should continue the same strategy for its
future as well.
Performance of ZEUSs Equity, Bond & Balanced Funds
The performance of the equity fund was below S&P 500 and the Lipper
growth index during the first sub period. This was because of a week cash
policy. However, at the end of the sub period 1 new investment policies and
stricter process to screen the stocks were developed which improved the
performance of the stocks and improved the controlling and the monitoring
process of the core holdings of the company. Due to these changes the
equity funds of Zeus achieved higher returns in the second period as
compared to the first period. The Zeus equity fund had a higher annualized
return of 16.88% than the Lipper growth index with the return of 16.83%.
This annualized return for Zeus was also better than the return of S& P 500.
On the basis of the Sharpe ratio and Treynors measure, Zeus ratios
outperformed the ratios of Lipper growth index. Altogether, the Zeus equity
funds outperformed the Lipper growth index on the risk adjusted basis and
also on absolute terms.