Introduction to Mutual Funds — DU Bachelor of Business Administration (Financial Investment Analysis) Previous Year Question Papers

Q1. Provide a comprehensive comparison of Equity Funds, Debt Funds, and Hybrid Funds, analysing their risk-return characteristics, investment objectives, and suitability for different categories of investors. Q2. An investor aged 28 has multiple financial goals, buying a house in 8 years, higher education in 12 years, and retirement at 60, with a moderate to high risk appetite. Design a Mutual Fund investment strategy using SIPs and suitable fund allocation. Explain how investment choices should align with different time horizons. Also discuss how portfolio rebalancing should be done as income and market conditions change. Q3. (a) Following information is available regarding four mutual funds: Mutual Fund | Return (%) Risk % Evaluate performance of these mutual funds using Sharpe Ratio and Treynor's ratio if Risk 9 free return is 5%. Comment on the evaluation after ranking the funds. (b) Discuss the relationship between investment objectives and goal-based financial planning 9 Marks using Mutual Funds. Q4. (a) The following information is available in respect of a mutual fund. Find out the NAV 9 Marks per unit. Cash and Bank balance Rs. 11,00,000 Bonds and Debentures Rs. 14,00,000 Quoted govt. securities Rs. 20,10,000 No. of units outstanding 4,00,000 (b) Ms. Y purchased 226.302 units of 'FT India Prima Plus on 9th April 2025 and redeemed all the units on 7th Aug 2025 when the NAV was Rs 71.1146. The entry load was 4.5% and the exit load was 2%. If she gained Rs. 966.22, find the NAV on 9th April 2025. 9 Marks Q5. (a) Examine the role of on line platforms and FinTech innovations in transforming Mutual 9 Marks Fund distribution. (b) Explain the role of AMFI in promoting ethical practices and standardization in the Mutual 9 Marks Fund industry. Q6. Write short notes on any three-a. Advantages of SIP b. Features of mutual fund c. Load and No-load funds d. Open-ended and close-ended funds