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Project 1
(For both BBA & MBA Students)
Choose anyone out of the two.
1. Calculate the Return on Own Portfolio or Anyone’s Known Portfolio Return from 2008-09 till 2019-20 Year on Year with Proper details of calculations.
OR
You may also choose to solve the under mentioned Question in case you do not wish to calculate on your Own Portfolio. However, it is recommended to calculate the return on your own Portfolio or Your known Portfolio since it shall help you show off to your Prospects going forward!!
(A) Mr. X has one following properties details:
1) Residential property:
Acquired a plot of land from Urban Development Authority for Rs. 12 Lakhs ( 500 sq meters).
The following construction was done on the property:
Ground floor area – 3500 sq feets @ Rs. 2,000/sq feet
1st floor – 2,500 sq feet @ Rs . 1,500/sq feet
2nd floor – 1,500 sq feet @ Rs. 1,200/ sq feet
Construction was completed by 8th Aug 2011 and property was used for own occupancy
Post construction the valuation of built house is as follows:
31-03-2012 – Rs. 20,000/sq meters
31-03-2013 – Rs. 30,000/sq meters
31-03-2014 – Rs. 27,000/sq meters
31-03-2015 – Rs. 27,000/sq meters
31-03-2016 – Rs. 30,000/sq meters
31-03-2017 – Rs. 30,000/ sq meters
2) Let out property:
The property was acquired on 1st July 2011, the following are the details:
Plot Size – 1,800 sq feet
Basic selling price – Rs. 3,000/sq feet
Brokerage – 1%
Additional construction cost – Rs. 500/ sq feet
The property was rented from 1st Nov 2011:
Rental – Rs. 5,000/month
Maintenance Cost – Rs. 1,500/month
31-03-2012
Basic selling price – Rs. 3,500/sq feet
Rental – Rs. 7,000 per month from 1st June 2012
Maintenance – Rs. 2,500 per month from 1st June 2012
31-03-2013
Tenant left on 1st July 2013 and it was vacant for 3 months. After 3 months on 1st Sep, it was let out for Rs. 6.000 per month as rental value and Rs. 3,000/month was Maintenance Cost. However, the broker kept the one-month equivalent rent in advance with him.
31-03-2014
Basic Selling price – Rs. 4,000/ sq feet
On 1st July 2015 property was sold for Rs. 3,800/sq feet
(B) Mr. X has the following investment in Mutual Funds, the details of which are as follows:
Large Cap Equity Fund: Birla Sunlife Frontline Equity Fund
Investment value – Rs. 8 Lakhs
NAV data is as follows:
1-04-2012 – 90.5
31-03-2013 – 95.17
1-04-2013 – 95.17
31-03-2014 – 117.38
1-04-2014 – 117.38
31-03-2015 – 154.65
01-04-2015 – 154.65
31-03-2016 – 145.39
1-04-2016 – 154.65
31-03-2017 – 182.58
As on date – 208.44
Tax Savings: Franklin India Taxshield Fund
Investment value – Rs. 3 lakhs
NAV data is as follows:
1-04-2012 – 208.52
31-03-2013 – 230.05
1-04-2013 – 230.05
31-03-2014 – 280.07
1-04-2014 – 280.07
31-03-2015 – 410.07
01-04-2015 – 410.07
31-03-2016 – 411.17
1-04-2016 – 411.17
31-03-2017 – 460.17
As on date – 520.50
Gov Sec Fund: Franklin India Gov Sec Com Gr
Investment value – Rs. 7 lakhs
NAV data is as follows:
1-04-2012 – 35.25
31-03-2013 – 38.53
1-04-2013 – 38.53
31-03-2014 – 38.66
1-04-2014 – 38.66
31-03-2015 – 42.55
01-04-2015 – 42.55
31-03-2016 – 49.72
1-04-2016 – 49.72
31-03-2017 – 53.45
As on date – 57.15
(C) Mr. X has the following investment in Equity Market:
Tata Motors – Rs. 8 lakhs
PNB Bank – Rs. 7 lakhs
Vedanta – Rs. 10 lakhs
ICICI Bank- Rs. 4 lakhs
Maruti – Rs. 2 lakhs
Assume except for Tata Motors, all other shares were purchased on 31st March 2012. The details of prices at different points of time are as follows for the above-mentioned stocks:
Tata Motors :
Purchased on 15th July 2007 – Rs. 150/ share
Sold on 15th July 2012 – Rs. 210/ share
Value as on:
31-03-2008 – Rs. 119.33
1-04-2008 – Rs. 120.38
31-03-2009 – Rs. 35
1-04-2009 – Rs. 35.62
31-03-2010 – Rs. 149.90
1-04-2010 – Rs. 153.88
31-03-2011 – Rs. 193
1-04-2011 – Rs. 197
31-03-2012 – Rs. 272
PNB Bank
31-03-2012 – Rs. 185
1-04-2012 – Rs. 185.8
31-03-2013 – Rs. 143.48
1-04-2013 – Rs. 144.98
31-03-2014 – Rs. 148.78
1-04-2014 – Rs. 147
31-03-2015 – Rs. 144.4
1-04-2015 – Rs. 152
31-03-2016 – Rs. 84.7
1-04-2016 – Rs. 87.65
31-03-2017 – Rs. 149
1-04-2017 – Rs. 142
29-09-2017 – Rs. 129
ICICI Bank
31-03-2012 – Rs. 161.85
1-04-2012 – Rs. 161.85
31-03-2013 – Rs. 190.03
1-04-2013 – Rs. 191.13
31-03-2014 – Rs. 226.37
1-04-2014 – Rs. 222.54
31-03-2015 – Rs. 286.82
1-04-2015 – Rs. 293.77
31-03-2016 – Rs. 215.14
1-04-2016 – Rs. 216.64
31-03-2017 – Rs. 251.68
1-04-2017 – Rs. 251.68
29-09-2017 – Rs. 276.6
Vedanta
31-03-2012 – Rs. 194.7
1-04-2012 – Rs. 194.7
31-03-2013 – Rs. 155.4
1-04-2013 – Rs. 152.35
31-03-2014 – Rs. 188.55
1-04-2014 – Rs. 192.4
31-03-2015 – Rs. 189.5
1-04-2015 – Rs. 190.15
31-03-2016 – Rs. 89.95
1-04-2016 – Rs. 90.05
31-03-2017 – Rs. 274.95
1-04-2017 – Rs. 274.95
29-09-2017 – Rs. 314
Maruti:
31-03-2012 – Rs. 1388
1-04-2012 – Rs. 1388
31-03-2013 – Rs. 1281
1-04-2013 – Rs. 1283
31-03-2014 – Rs. 1971
1-04-2014 – Rs. 1930
31-03-2015 – Rs. 3697
1-04-2015 – Rs. 3644
31-03-2016 – Rs. 3716
1-04-2016 – Rs. 3723
31-03-2017 – Rs. 6015
1-04-2017 – Rs. 6072
29-09-2017 – Rs. 7978
Project 2
(For both BBA & MBA Students)
Project file having screenshots of each week of Posting done on Facebook, LinkedIn and other Social Media Platforms.
