MASTER OF BUSINESS ADMINISTRATION (MBA)
DFIN301 – SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT
Assignment Set – 1
1. Explain the characteristics of investment. What are the common mistakes made by investors in investment management?
Ans: Characteristics of Investment
While choosing an investment, an investor should know the features to look for. The prominent features are:
Rate of return
When we invest, we defer current consumption in order to accumulate our wealth. Return on investment is the change in the wealth either resulting from an investment, due to cash inflow (annual income in the form of dividends / interest) or caused by a change in the price of the asset (capital appreciation / depreciationIts Half solved only
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2. Discuss the following:
a) Primary market and Secondary market
Ans: In primary market, a borrower offers new securities in exchange for cash from the investor (buyer). Sales of bonds, treasury bills or stocks take place in primary markets. The issuers of these securities – corporates, the government – receive cash from people who buy these
b) Money market and Capital market
Ans: Money market instruments are:
Treasury bills: These are short-term obligations issued by the government. At present, the Government of India (GOI) issues 4 types of T-Bills i.e., 14-day, 91-day, 182-day and 364-day. They are issued for a minimum amount of $25,000 and in multiples of $25,000. T-Bills are issued at a discount
3. The distribution of returns for share P and the market portfolio M is given below:
| Probability | Return (%) | |
| P | M | |
| 0.3 | 10% | 15% |
| 0.2 | 20% | 25% |
| 0.2 | -10% | -5% |
| 0.3 | 30% | 20% |
You are required to calculate the expected return and risk of security P and the market portfolio.
Assignment Set – 2
4. Compare the fundamental and technical analysis techniques.
Ans: Differences between fundamental and technical analysis:
1. Charts vs. financial statements:
A technical analyst approaches a security via the charts, while a fundamental analyst studies the financial statements. Technical analysis is the study of price action and trend, while fundamental analysis focuses the company’s performance in the backdrop of industry and economy conditions.
By
5. An Investor has invested 60 % of his money in security A and 40% in security B. calculate the expected return and expected risk of his portfolio if the details of security A and B is given below:
| Probability | Return(%) | |
| A | B | |
| 0.2 | 15% | 15% |
| 0.3 | 20% | 25% |
| 0.2 | -10% | 5% |
| 0.3 | 30% | 20% |
If correlation coefficient between A and B is a) r = 1, b) r = -1
Answer:
6. Discuss the following:
a) Capital Asset Pricing Model (CAPM).
Ans: Capital asset pricing means defining an appropriate risk-adjusted rate of return for a given asset. Capital Asset Pricing Model (CAPM) is a model that helps in this exercise.
William Sharpe, Treynor and Lintner contributed to the development of this model. An important consequence of t
MASTER OF BUSINESS ADMINISTRATION (MBA)
DFIN302 – MERGERS & ACQUISITIONS
Assignment Set – 1
1. What do you understand by the concept of mergers & acquisitions? How will you justify the reasons and motives behind merger?
Ans: Merger is defined as a combination where two or more than two companies combine into one company. In this process one company survives and others lose their corporate existence.
The survivor acquires assets as well as liabilities of the merged company or companies. In another form of merger, one company purchases another company for cash and integrates the purchased company with Its Half solved only
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2. Define Synergy. Explain different types of synergy.
Ans: Synergy refers to a situation where the combined value of a merger is more than the sum of the values of merging firms. It is the phenomenon where
2 + 2 = 5.
If the value of
3. Discuss in brief Master Limited Partnership. Explain the characteristics and various types of MLPs.
Ans: Master limited partnerships (MLPs) are limited partnerships dealing with publicly-traded shares. The limited partnership interests are divided into units which are traded as shares of common stock. Units are shares of ownership. The operations of MLPs are generally in natural resources (petroleum and natural gas extraction and transportation), financial services and real estate
Assignment Set – 2
4. Summarize the content which should be included in Public Announcement of Offer.
Ans: The content of the Public Announcement of Offer should include:
1. The number of fully paid-up and partly paid-up shares, paid-up share capital of the target company;
2. The percentage of shares
5. Discuss basis of valuation in detail with suitable example.
Ans: There are several basis of valuation:
- Asset value: In valuation based on asset value, the business is taken as a going concern. Market value of all the assets is assessed by valuers, including freehold and leasehold land, buildings, plant & equipment, furniture & fixtures, other tangible fixed assets, inventories, book debts and other current assets,
6. Write a short note on the following:
a. Factors affecting success or failure of merger.
Ans: Factors in Post-merger Integration
Some important factors that can decide the success or failure of a merger or acquisition are:
Due diligence: Thorough due diligence involves comprehensive analysis of the financial position, management capabilities, physical assets and intangible assets of the target company. However, it can result in
MASTER OF BUSINESS ADMINISTRATION (MBA)
DFIN303 – TAXATION MANAGEMENT
Set – 1
1. Discuss the various exemptions under section 10 of the Income Tax Act 1961.
Ans: Income Tax Rules, 1962: The Rules take care of the procedural details. Each Rule is linked to a section of the Act, and elaborates the working particulars of the topic. For example, Section 10 (13) states that house rent allowance is tax-free, but “to the extent prescribed”. The extent to which the allowance is tax-free is set down in Rule 2A, which clarifies the three calculations to be done and stipulates that the least of these three amounts can be deducted from the allowance actually received.
Taxability of the Its Half solved only
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2. Explain the concept of double taxation. Also, discuss the provisions made for double taxation relief.
Ans: When a person who is not a resident of a country earns income in that country he is still liable to tax there, but he has to declare this income in the country of his residence as well and pay tax on the income again. This is known by the term ‘double taxation’.
To help taxpayers from being taxed for the same income twice, many countries have DTAA’s between themselves, whereby the tax paid in the alien country can be deducted from the tax payable in the
3. Discuss the process of computation of short-term and long-term capital gains/losses along with the terminologies used in the format.
Ans: Computation of capital gains
| Computation of Short-term Capital Gains | Computation of Long-term Capital Gains |
| From full value of consideration, deduct: 1) Expenditure incurred in connection with the transfer 2) Cost of acquisition 3) Cost of any improvement of asset | From full value of consideration, deduct: 1) Expenditure incurred in connection with the transfer 2) Indexed cost of acquisition of asset 3) Indexed cost of any improvement of asset |
Set – 2
4. Write short notes on the following:
a) Banking Transactions Act
Ans: In order to curb the black money circulation in the market, this Act was passed in 2005. If an individual or a HUF withdraws cash from the in excess of ` 50,000 he pays the tax.
For any person other than an individual or HUF, the limit is ` 100,000. This has been withdrawn w.e.f. 1st April, 2009
5. Write Exceptions on GST under the following items:
a) GST exemption on goods
Ans: The Lok Sabha on May 6, 2015 passed the much awaited Constitutional (122nd Amendment) Bill, 2014 on Goods and Services Tax (GST). The GST Bill, however, is yet to be passed in the Rajya Sabha.
Following are the salient features of the GST Constitutional Amendment Bill: Insertion of new Article 246A conferring simultaneous power to the Union and the State legislatures to legislate on GST.
6. Distinguish between tax planning, tax avoidance, and tax evasion
Ans: Differences between Tax Planning, Tax avoidance and Tax Evasion
| Tax Evasion | Tax Planning | Tax avoidance |
MASTER OF BUSINESS ADMINISTRATION (MBA)
DFIN304 – INTERNAL AUDIT AND CONTROL
Assignment Set – 1
1. Discuss COSO ERM framework along with its various components.
Ans: ERM requires that strategic objectives align with operations, reporting, and compliance objectives. ERM also expands on the Internal Control- Integrated Framework’s risk assessment component by dividing it into four components: objective setting, event identification, risk assessment and risk response.
COSO’s ERM-Its Half solved only
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2. a) Elaborate the steps involved in Statistical sampling process.
Ans:
- Defining the target population.
- Specifying the sampling frame.
- Specifying the sampling unit.
- Selection of the sampling method.
- Determination of sample size.
- Specifying the sampling plan.
- Selecting the
3. What are the types of Internal Control? Narrate the limitations of internal control system.
Ans: The two basic types of internal controls in EDP environment are General Controls and Application Control.
- General controls relate to all computerized accounting applications processed by an EDP system.
- Application controls relate to specific recording, processing and reporting functions performed by EDP for specific computer applications.
- An
Assignment Set – 2
4. Explain finance and accounts audit procedure.
Ans: Finance, of financing, is the process of raising funds or capital for any kind of expenditure. It is the process of channeling various funds in the form of credit, loans, or invested capital to those economic entities that most need them or can put them to the most productive use.
As a student of Finance, you know that every economic unit maintains books of accounts to record the financial transactions and prepares financial statements based on the accounting records.
5. What is internal control data analytics? Explain the four phased approach to Internal control data analytics.
Ans: Internal control is a process, affected by an entity’s board of directors, management and other personnel, designed to provide reasonable assurance: That information is reliable, accurate and timely. Of compliance
6. What are the qualities and elements of a good Audit report? What are the various points to consider while drafting a report?
Ans: The Internal Auditor’s report contains conclusions and recommendations on the activities audited, to be accepted and acted upon by the management.The management may also use the report to evaluate the performance of the internal auditor. The contents of an internal audit report are influenced by the way the internal auditing function has been envisaged in the organisation, the level of the internal