Bachelor of Management Studies (B.M.S.) SEM V 2018 19 Nov 2018-19 FINANCE INVESTMENT ANALYSIS AND PORTFOLIO MGT Question Paper - Mumbai University | munotes

Questions asked in this paper

• (2) Figures to the right indicate marks allotted to each question

1. Q1 (A) Match the following columns. (Any 8) (O08 Marks) Study of Charts & pattern Profitability ratio Dow Theory Measure of Risk 1.(B) Give True or False: (Any 7) (07 Marks)
2. Q1 Investments are made with primary objective of deriving returns
3. Q2 Capital gain refers to increase in value of investments over a period of time
4. Q3 Non - Marketable financial assets can be sold in capital market
5. Q4 Public Provident Fund is a savings cum tax saving instrument in India
6. Q5 Treasury Bills are one of the riskiest Money market instruments issued by Central Government
7. Q6 Commercial Paper is a short term unsecured promissory note issued by Corporate and Financial
8. Q7 Equity shareholders does not carry right of dividend
9. Q8 Secondary Market is a market where existing securities are purchased and sold
10. Q9 Merger and Acquisitions are major functions of Investment Bankers
11. Q10 NSDL is the largest central security depository based in Mumbai 2.(A) Explain the Non- marketable Financial Assets. (O08 Marks)
12. Q2 (B) Explain in brief the objectives of Investment. 7 marks
13. Q2 As Portfolio Management Consultant, you are approached by Mr. Wagh, aged 35 with investible funds of Rs. 10 lakhs. He wants to know from you the following:
    • (1) What are the investment avenues available to him which will give a suitable return with maximum
    • (11) What are the various types of risks? 15
14. Q3 (A) Calculation of Beta of each of the following two companies with the help of given information
15. Q3 (B) The rate of return of stock Mocktail and Cocktail under different status of economy are given below : Return of stock 35 55 70 Return of stock 70 55 35
    • a) Calculate the expected return and standard deviation of return on both the stock
    • b) If you could invest in either stock Mocktail or stock Cocktail, but not in both. Which stock would you prefer? (07 Marks)
16. Q3 Following is information about shares of Modi Ltd. and Gandhi Ltd. Under in various economic conditions. At present both the shares are traded at Rs. 100 Expected Price of the
    • (i) Which company has more risk to invest?
    • (ii) Mr. Kapil wants to invest Rs. 10,000
    • (iii) Will your decision change if probabilities are 0.1, 0.1 respectively. 4.(A) Give a brief on Technical Analysis. (O08 Marks) 15
    • (B) what are charts? Explain the types of charts. 7
17. Q4 Following information is available relating to Lokesh Limited and Mayur Limited
    • (i) Earnings per share (ii) P/E Ratio Dividend Payout Ratio (iv) Return on Equity Shares Current As an analyst inform the investor which is good in investing. (15 Marks) The Expected return and Beta factors of 3 securities are as follows: If the risk free rate is 7 % and market returns are 12 %. Calculate returns for each security under CAPM The details of three portfolios are given below Return on Deviation Compare these portfolio on performance using Sharpe and Treynor measures Risk Free return is 8 %. (07 Marks)
18. Q5 Give short notes on: (Any Three) 15 marks
19. Q1 CAPM Model
20. Q3 Hybrid Schemes
21. Q4 Secondary market

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