Projects and Assignments for Semester – 3

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 feet @ Rs. 2000/sq feet

1st floor – 2500 sq feet @ RS . 1500/sq feet

2nd floor – 1500 sq feet @ RS. 1200/ 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. 20000/sq meter

31-03-2013 – RS. 30000/sq meter

31-03-2014 – RS. 27000/sq meter

31-03-2015 – RS. 27000/sq meter

31-03-2016 – RS. 30000/sq meter

31-03-2017 – RS. 30000/ sq meter

 

2) Let out property:

 

Property was acquired on 1st July 2011, the following are the details:

 

Plot Size – 1800 sq feet

Basic selling price – RS. 3000/sq feet

Brokerage – 1%

Additional construction cost – Rs. 500/ sq feet

 

Property was rented from 1st Nov 2011:

 

Rental – RS. 5000/month

Maintenance cost – RS. 1500/month

 

31-03-2012

 

Basic selling price – RS. 3500/sq feet

Rental – RS. 7000 per month from 1st June 2012

maintenance – RS. 2500 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. 6000 per month as rental value and Rs. 3000/month was maintenance cost

 

However, broker kept the one month equivalent rent in advance with him.

 

31-03-2014

 

Basic Selling price – rs. 4000/ sq feet

 

On 1st July  2015 property was sold for RS. 3800/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 Taxshielf 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 15july  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 – 272

 

 

PNB BANK

 

31-03-2012 – RS. 185

1-04-2012 – RS. 185.8

31-03-2013 – 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

 

Projects –

1. Project file of Screenshots of Each week of Post done on Facebook, LinkedIn and other Social Media Platforms.

2. Project on similar lines of Case Study, every Participant has to find out yearly return on his own Portfolio since 2008.