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Portfolio Appreciation
AFM
answered on 20-Apr-26 11:03
Sir, Can we assume that Portfolio appreciation includes the income generated in the month of April, May and June?
latest answer
No Portfolio appreciation is pure CG Income is dividend
SANJITHA
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110
Short long
AFM
answered on 20-Apr-26 10:45
This is like the call option or put option. FR here is strike price. Call means if MR >SP, Gain (Exercise option) Call means long Put option if SR>MR, Gain (Exercise put option) put means sell So can we think like this also ? [Video Time Stamp: 09:33]
latest answer
Ok sir ji
Vinod Kumawat
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Doubt
AFM
answered on 19-Apr-26 21:13
Here if means are not equal we have to check sigma(x-X)^2/S.D. and consider whichever is lower. [Video Time Stamp: 12:36]
latest answer
You have to always check for both return and risk and then co efficient of variation has to be found out if it is not clear by simply comparing risks and returns
pavan kumar
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102
Please add one additional question for practice with more conceptual clr..
AFM
answered on 19-Apr-26 21:14
NDF Concept with detailed example -please add one question
latest answer
Ok
Vinod Kumawat
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75
Doubt
AFM
answered on 19-Apr-26 14:34
Why are we assuming VAR as 699,000? [Video Time Stamp: 05:12]
latest answer
In Q 3 Rs. 2 cr is value of portfolio ( they said amount invested) based on which we found out VAR In Q 4 We are given VAR ( they clearly said max loss cannot be great than balance in bank account) and we have to find out value of portfolio depending on the days of investment
pavan kumar
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78
CURX for swap and interest for fast calculation
AFM
answered on 19-Apr-26 11:39
swap - 1 check first transaction should not directly relating to customer on day other than original maturity date 2- we will check on date other than original maturity date 3- transaction should be 1 buy 1 sell 4 - transaction should be 1 on spot and 1 on forward interest - 1 check first transaction should not directly relating to customer on day other than original maturity date 2- we will check on date other than original maturity date 3- transaction should be 1 buy 1 sell 4 - transaction should be both on spot day (cash flow) [Video Time Stamp: 06:40]
latest answer
yes
Vinod Kumawat
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96
Dividend %
AFM
answered on 19-Apr-26 07:56
Sir, Is it like MF pays dividend at the specified rate on the face value of closing no. of units. Whether any consideration required as the % is for per annum or only for the given period? [Video Time Stamp: 04:58]
latest answer
Usually for a period
SANJITHA
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106
NAV Appreciation
AFM
answered on 19-Apr-26 08:05
Sir, here NAV appreciated by 18.75%, as it is only on the value of NAV, it is not the return % right ? [Video Time Stamp: 02:24]
latest answer
Yes I explained that around 3.11 minutes time
SANJITHA
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88
Clarification
AFM
answered on 18-Apr-26 12:47
We are using the value of Z only to make mean as 0.When the mean is 0, It will be normal distribution with values of Z. [Video Time Stamp: 06:07]
latest answer
Thank you sir for your excellent reply. I regained what I have done in Foundation stats
pavan kumar
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107
Margin Bank & add less of margin
AFM
answered on 18-Apr-26 11:20
for margin banks point of view - we will check what is for inter bank . for margin add less - we will see what is customer doing.? we sell than less , we buy from others than add , this is logic of story [Video Time Stamp: 00:03]
latest answer
Yes
Vinod Kumawat
CA Final
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129