Investment Analysis and Portfolio Management Question Paper 2022 [Assam University BBA 6th Sem Hons CBCS Pattern]

Investment Analysis and Portfolio Management Question Paper 2022 

[Assam University BBA 6th Sem Hons CBCS Pattern]

Course No.: BBADSE-601T

Full Marks: 70

Pass Marks: 28

Time: 3 hours

The figures in the margin indicate full marks for the questions

Candidates have to answer either from Option – A or Option – B

OPTION – A

Course No.: BBADSE-601T (A)

(Investment Analysis and Portfolio Management)

SECTION – A

Answer any twenty of the following questions:             1 x 20=20

1. What is risk?

2. What is return?

3. What is present value?

4. What is unsystematic risk?

5. What is price risk?

6. What is valuation of share?

7. What is listed share?

8. What is unlisted share?

9. What are fair value of shares?

10. What is book value?

11. Define the term ‘portfolio’.

12. What is portfolio analysis?

13. What is hedging?

14. What is optimum portfolio?

15. What is efficient frontier?

16. Who developed capital asset pricing model?

17. Mention one assumption of CAPM.

18. What is beta coefficient?

19. Define capital market line.

20. Define security market line.

21. What is mutual fund?

22. What is net asset value?

23. Mention one classification of mutual fund schemes by structure.

24. Mention one advantages of investing through mutual fund.

25. In which year UTI mutual fund was set-up?

SECTION – B

Answer any five of the following questions:                        2 x 5=10

26. Mention two applications of standard deviation in terms of risk analysis.

27. Define the concept of default risk.

28. What is earning capitalization approach?

29. What is earning price ratio?

30. What is modern portfolio theory?

31. Mention two criticisms of modern portfolio theory.

32. What is return on market portfolio asset?

33. Define overvalued and undervalued assets.

34. Mention two objectives of mutual fund.

35. What are the tax benefits of mutual fund?

SECTION – C

Answer any five of the following questions:                8 x 5=40

36. Discuss the application of standard deviation, coefficient of variation, beta and alpha in relation to risk analysis.

37. Write a detailed note on systematic and unsystematic risks.

38. Explain briefly technical analysis, its assumption and difference between technical analysis and fundamental analysis.

39. Explain briefly dividend discount models and its shortcomings.

40. Explain briefly Markowitz portfolio model.

41. Explain briefly ‘modern portfolio theory’.

42. What is capital asset pricing model? Mention its assumption.

43. Discuss about efficient frontier with a combination of risky and risk-free assets.

44. Discuss the role of NAV in the performance of fund.

45. Explain briefly the classification of mutual fund schemes by objective.

OPTION – B

Course No.: BBADSE-601T (B)

(Retail Management)

SECTION – A

Answer any twenty of the following questions:                1 x 20=20

1. Mention one characteristic of retail.

2. What is meant by organized retailing?

3. What was the first form of retail activities in India?

4. “Kirana Stores are also known as “Mom-and-Pop stores.” Is the statement true?

5. Mention one reason for the growth of retailing in India.

6. Mention one criteria of classification of retail activities.

7. What is meant by assortment of products?

8. “Assortments and volume of merchandise are inversely proportional”. Is the statement true?

9. What is meant by retail mix?

10. Give an example of non-store based retailing.

11. What is meant by store layout?

12. Mention a factor to be considered in designing a store layout.

13. Mention a factor influencing a retail store image.

14. What are the elements of retailing image mix?

15. “Retail space management is a crucial element in retail planning.” Is the statement true?

16. What is meant by retail marketing?

17. Distinguish between advertising and sales promotion.

18. Define ‘store positioning’.

19. What are the elements in retail marketing mix?

20. Write the full form of CRM.

21. What is retail merchandising?

22. What is meant by Markups in retail merchandising?

23. What is meant by Markdowns in retail merchandising?

24. Define ‘Visual Merchandising’.

25. Is retail merchandising same as visual merchandising?

SECTION – B

Answer any five of the following questions:              2 x 5=10

26. Distinguish between organized retail and unorganized retail.

27. “Retailing necessarily includes sales activities. But all sales activities do not include retailing.” Justify the statement in brief.

28. Distinguish between store-based retailing and non-store based retailing.

29. Explain briefly the concept of category killer.

30. Discuss in brief the concept of store design.

31. Distinguish between store design and store layout.

32. Mention two importance of retail marketing.

33. How ‘effective store positioning’ improves the retail store image.

34. Mention any two factors affecting the process of retail merchandising.

35. Distinguish between markups and markdowns in retail merchandising.

SECTION – C

Answer any five of the following questions:                8 x 5=40

36. Write a note on the phases through which Indian retail activities have evolved.

37. Discuss the functions performed by a retailer.

38. Write a detailed note on the different retail formats classified on the basis of ownership.

39. Discuss the various non-traditional selling techniques adopted by a retailer.

40. Discuss the factors to be considered for deciding on retail store location.

41. Write a detailed note on the importance of floor space management.

42. Discuss the concept and importance of CRM.

43. Elaborate the role of advertising in retailing.

44. Elaborate the buying functions performed by a retailer in the context of retail merchandising.

45. Write a detailed note on shrinkage in Retail Merchandise Management.

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