Solpur University Question Paper
M.B.A. (Part – II) (Semester – IV) Examination, 2014
INVESTMENT MANAGEMENT (New)
Group B : Financial Management (Paper – IV)
Day and Date : Friday, 20-6-2014 Max. Marks : 70
Time : 11.00 a.m. to 2.00 p.m.
Instructions : Q. No. 1 is compulsory.
Attempt any two questions from Q. No. 2 to Q. No. 4.
Attempt any two questions from Q. No. 5 to Q. No. 7.
Figures to right indicate marks.
1. Mr. Shivraj aged about 40 years is a sales manager with an engineering company.
His take home pay is around Rs. 30,000 per month. His family consists of his
wife and two children aged 13 years and 8 years. He believes in the philosophy
of “living for today and that tomorrow will take care of itself”.
Therefore, he does not have any investment plan and not much savings either.
His astrologer has told him that he will live long and therefore he has still not
taken LIFE or MEDICLAIM insurance policy.
His wife manages the house and takes tuitions for school children and earns
about Rs. 5,000 a month. However, she managed to purchase about 25 grams of
gold so far out her savings.
You are his investment advisor. You are required to give reasons and explain to
Mr. and Mrs. Shivraj that buying an insurance policy should be their first priority.
Also recommend the suitable type and term (years) of policy for them. In addition
also suggest other investment avenues to them. 14
2. Write short notes on (any two) : 14
a) Systematic risk
b) Active and passive strategy
c) Down theory.
P.T.O.
SLR-XY – 88
3. Write short notes (any two) : 14
a) CRISIL
b) Characteristics of investment
c) Markowitz model.
4. Write short notes (any two) : 14
a) CARE
b) Random walk theory
c) Post office schemes.
5. There are two alternatives available for investment. Mr. Jay is planning for
investing in one of these securities. With the help of given information select
the best alternative on the basis of expected rate of return and standard deviation. 14
Outcome Company A Company B
Expected return Probability Expected return Probability
1 6 0.3 8 0.2
2 10 0.5 14 0.5
3 12 0.2 18 0.3
6. What is portfolio management ? Comment on the formulation of portfolio strategy,
selection of asset mix and performance evaluation. 14
7. Explain the concept of fundamental and technical analysis. Briefly discuss about
commonly used charts in technical analysis. 14
_
M.B.A. (Part – II) (Semester – IV) Examination, 2014
INVESTMENT MANAGEMENT (New)
Group B : Financial Management (Paper – IV)
Day and Date : Friday, 20-6-2014 Max. Marks : 70
Time : 11.00 a.m. to 2.00 p.m.
Instructions : Q. No. 1 is compulsory.
Attempt any two questions from Q. No. 2 to Q. No. 4.
Attempt any two questions from Q. No. 5 to Q. No. 7.
Figures to right indicate marks.
1. Mr. Shivraj aged about 40 years is a sales manager with an engineering company.
His take home pay is around Rs. 30,000 per month. His family consists of his
wife and two children aged 13 years and 8 years. He believes in the philosophy
of “living for today and that tomorrow will take care of itself”.
Therefore, he does not have any investment plan and not much savings either.
His astrologer has told him that he will live long and therefore he has still not
taken LIFE or MEDICLAIM insurance policy.
His wife manages the house and takes tuitions for school children and earns
about Rs. 5,000 a month. However, she managed to purchase about 25 grams of
gold so far out her savings.
You are his investment advisor. You are required to give reasons and explain to
Mr. and Mrs. Shivraj that buying an insurance policy should be their first priority.
Also recommend the suitable type and term (years) of policy for them. In addition
also suggest other investment avenues to them. 14
2. Write short notes on (any two) : 14
a) Systematic risk
b) Active and passive strategy
c) Down theory.
P.T.O.
SLR-XY – 88
3. Write short notes (any two) : 14
a) CRISIL
b) Characteristics of investment
c) Markowitz model.
4. Write short notes (any two) : 14
a) CARE
b) Random walk theory
c) Post office schemes.
5. There are two alternatives available for investment. Mr. Jay is planning for
investing in one of these securities. With the help of given information select
the best alternative on the basis of expected rate of return and standard deviation. 14
Outcome Company A Company B
Expected return Probability Expected return Probability
1 6 0.3 8 0.2
2 10 0.5 14 0.5
3 12 0.2 18 0.3
6. What is portfolio management ? Comment on the formulation of portfolio strategy,
selection of asset mix and performance evaluation. 14
7. Explain the concept of fundamental and technical analysis. Briefly discuss about
commonly used charts in technical analysis. 14
_
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