Bachelor of Management Studies (B.M.S.) SEM V 2023 2024 Dec 2024 S ELECTIVE FIANCE INVESTMENT ANALYSIS & PORTFOLIO MANAGEMENT Question Paper - Mumbai University | munotes

Questions asked in this paper

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

1. Q1 (A) Match the columns and rewrite the sentence. (Any 8) 8 marks
   • vii. DebtFunds 1.(B) Give True or False: (Any 7) (07 Marks)
   • i. maximum deduction which can be claimed under section 80C is Rs
   • ii. India is the highest consumer of gold in the world ui. The maximum maturity of Treasury bill is 3 years
   • iv. Stock Market Index is the method of showing the overall performance of all the companies listed in Stock market with a single number
   • v. NIFTY is the stock market Index of India’s Bombay Stock Exchange
   • vi. SMLis a linear relationship between expected return and systematic risk vil. The Dow Theory consist of 3 types of market movement Oscillator is a technical analysis tool
   • ix. The RSI was developed by J. Welles Wilder
   • x. Charting helps to analyse and interpret the price trends of an underlying
2. Q2 (A) What are the factors influencing for the selection of Investment Alternatives Explain in brief. (08 Marks)
   • (B) Explain the types of Investors. 2.(C) The security return on stock of Multi Ltd. and Metal Ltd. under different status of economy are given below: Calculate the expected return and standard deviation of return on both the stocks and advise to invest in one of them. (08 Marks) 2.(D) The security return of Koo Ltd. and market returns are given below: Return on security of Koo 10 13 15 14 15 18 20 Calculate Beta on security of Koo Ltd. (07 Marks) 3.(A) Distinguish between Fundamental Analysis and Technical Analysis. (08 Marks) 3.(B) Give a brief note on Systematic Risk and Unsystematic Risk. (07 Marks) 3.The Balance Sheet of Livspace Pvt. Ltd. as on 31“ March 2023 was as under: 6,000 Equity Shares of 6,00,000 | Fixed Assets 8,70,000 7
3. Q1 Liquid Ratio 4.(A) Define Portfolio Management. Explain the steps in the process of Portfolio
   • (B) Explain Elliott Wave Theory in Brief. 4.(C) The information for three portfolios is given below: Compare these portfolios on performance using Sharpe and Treynor Measures. Risk free rate of return is 8%. (08 Marks) 4.(D) The following information the securities are as follows: If the risk-free rate is 7%. Calculate returns for each security under CAPM. Identify the securities are undervalued or overvalued or at par and advise to Invest 7
4. Q5 Dr. Vinod Raina, aged 62 years a Practicing Senior Doctor. He is having Rs
   • (a) Advise him for Investment avenues available to him which will give maximum
   • (b) Explain the advantages and disadvantages by investing in the specific 5.Give Short Notes on: (Any Three) (15 Marks)
   • i. Small Cap and Large cap
   • v. The Random Walk Theory

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