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Portfolio Analysis & Selection Part 2 Holding period return Prof Shezad Lalani (M.com,GDCA, ACMA, PGDFM,SET, CS inter) 1 ~ Mr. Kushal purchased 100 share of Anand Ltd. for Rs. 3,500 per share on 1st April 2014. He sold a'i the shares onA¥th March 2017 for Rs. 5,000 per share. During this tenure, he received normal dividend of Rs. 350 per shere per year. Calculate the holding Period return. . Ms. Snehal purchased 1000 shares of ABC Ltd. @ Rs. 100 each on 1st January 2009. She paid a brokerag,> of Rs. 500. During the year 2010 she received bonus shares vo: ABC Ltd. in the ratio of 3:5. She also received dividends from the company as follows: October 2009 = Rs. 500 October 2010 = Rs. 750 She sold all holdings on Ist January 2011 @ Rs. 135 each. She had to pay a brokerage of Rs. 875. Calculate the holding period returns. 3 In January 2011, Mr. Mehta purchased the following 5 scripts, the detail of the scripts were as follows: Name of the Company No. of Shares | Purchase | Dividend | Market | Bonus Share Purchased Mr. Mehta paid brokerage of Rs. 5,320 on purchase of shares. Mr. Mehta sold ail his securities in January 2012 by paying a brokerage of Rs. 6,790. Calculate the holding period return on the ‘vestment of Mr. Mehta.

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