Projects and Assignments for Semester – 3

Projects

1. Project File having screenshots of each week of posting done on Facebook, LinkedIn and other Social Media Platforms.

2. Find out yearly return of your own Portfolio since 2008 (as per the assignment done in class).

ASSIGNMENTS

1. Digital Marketing

Everyday posting to be done on Facebook, LinkedIn and other Social Media Platforms and screenshots to be shared in Whatsapp group.

2. Fundamentals of Portfolio Management

Case Study-

(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:

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

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, 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 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

3. Derivatives

List of Nifty Stocks, Their Spot Prices, Future Prices