Anant Dixit
MBA Finance | Interned @HURL | Certified in Excel, PowerPoint, Canva, Risk Management, Corporate Finance | | Risk Job Simulation | Forensic Accounting and Fraud Examination
- Role
- Trainee Mutual Funds Mutual Fund Analysis, Investment Analysis, Risk-return Analysis at Bajaj Finserv
- Location
- Lucknow, UP, IN
- LinkedIn followers
- 500 followers
About Anant Dixit
Anant Dixit | Aspiring Financial Analyst (Investment Analysis & Portfolio Management)…
Experience
Trainee Mutual Funds Mutual Fund Analysis, Investment Analysis, Risk-return Analysis
Mar 2026 — Present
Analyzed mutual fund portfolios across equity and hybrid categories, evaluating risk-return metrics, benchmark performance, and asset allocation strategies to support investment decision-makingAssisted in portfolio evaluation and financial analysis, applying concepts of risk management, valuation, and fund performance tracking through Excel-based models and reportsDeveloped insights on fund positioning and market trends, contributing to better understanding of investor behaviour and portfolio diversification strategiesSupported distribution initiatives by aligning financial products with client requirements, improving understanding of wealth management and investment advisory frameworksLeveraged tools like MS Excel (pivot tables, dashboards) to track performance, compare funds, and present actionable insights to stakeholders.Evaluated multiple mutual fund schemes using Sharpe ratio, beta, and benchmark comparison, identifying consistent outperformers in line with portfolio objectivesBuilt structured Excel trackers to monitor fund performance, sector allocation, and volatility trends, improving analysis efficiencyContributed to investment research and portfolio insights, strengthening decision-making in mutual fund distribution.
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.