chapter 10---FINANCIAL ARITHMETICS FOR EQUITY & BONDS.ppt

7/23/2019 chapter 10---FINANCIAL ARITHMETICS FOR EQUITY & BONDS.ppt

1/18

FINANCIAL ARITHMETICS FOR EQUITY

& BONDS

1Prof.BALKRISHNA SALUNKHE


2/18

Invesors !"#e "n $nves!en $n "n% "sseE'($% ) De* + *"se, on fo--o$n/ f"0ors

Cre,$2 or3$ness of 3e 4"r%

T$!e 4er$o, of -en,$n/ or $nves!en

R$s# of 3e "0$v$% of $nves!en

E54e0e, re(rn over " $!e 4er$o,

S"fe% & !"r#e"*$-$% of $nves!en



3/18

Y$e-, on e'($%

7 ,$v$,en, 8 0"4$"- /"$n+ ) P(r03"se 4r$0e

T$!e v"-(e of !one%

Is *"se, on f"0ors -$#e

Cos of "*s$nen0e fro! 0(rren

0ons(!4$on

In9"$on

O44or(n$% 0os

:Prof.BALKRISHNA SALUNKHE


4/18

F((re ;"-(e of " 0"s3 9o

F; 7 P; 18r+n

18 r)!+? !n


5/18

Ann($% $s " sre"! of 0ons"n 0"s3 9o4"%!en or re0e$4+ o00(rr$n/ " re/(-"r

$nerv"-s of $!e.

F((re ;"-(e of "n Ann($%

7 A >18r+n

21? )r


6/18

Ann($% of Rs.1 e"03 %e"r for

%e"rs. T3" !e"ns %o( $-- $nves1 e"03 %e"r for %e"rs.Inves!en $s *e$n/ !",e " 3e en,

of e"03 %e"r. Ass(!e $neres r"e of1 4.".


7/18

Year 1 2 3 4 5

1 1 1 1 1

11

161

1::1

1@@

1

Prof.BALKRISHNA SALUNKHE


8/18

De4os$ $n PPF Rs.:# 4.". for : %e"rs.Ass(!e $neres r"e of G. 1.G+:B21?).G 7 @=G=6@

Prof.BALKRISHNA SALUNKHE


9/18

Presen ;"-(e of " 0"s3 9o

P; 7 F; ) 18r+n


10/18

Yo( e54e0 o re0e$ve Rs.1 4.".

for ne5 : %e"rs. T3e re0e$4 $-- *e

" 3e en, of 3e %e"r. If 3e ,$s0o(n

r"e $s 1= 3" $s 3e Presen

v"-(e of 3$s sre"! of *enes



11/18

Presen ;"-(e of "n Ann($%

P;A n 7 A)18r+ 8 A)18r+68JJ8 A)18r+n

P;A n7 A >12 1)18r+n? )r


12/18

S(44ose ( e54e0 o re0e$ve Rs.1 "nn("--%

for : Ye"rs= e"03 re0e$4 $s o00(rr$n/ " 3e en,

of %e"r.


13/18


14/18

Conver$*-e n"n0$n/

De-"%s $ss(e of s3"res & $!!e,$"e

,$-($on of 0onro- & e"rn$n/s

Co!4"n% /es eno(/3 $!e forserv$0$n/ 3e en3"n0e, 0"4$"-

[email protected] SALUNKHE


15/18


16/18

E52r$/3 4r$0e 4r$0e of s3"res 3en ( r

no en$-e, for r$/3 s3"res.

E5"!4-e

R$/3s R"$o 6:= R$/3 Pr$0e " Rs.:C(rren !"r#e 4r$0e Rs.@ 0(! r$/3

4r$0e+



17/18

If ( *(% : s3"res $n !"r#e " @= ( ren$-e, for 6 r$/3 s3"res " :.

To"- 0os of s3"res

7 : 5 @ 8 6 5 : 7 1

Cos 4er s3"re 7 Rs.: 4er s3"re1)+

E5 r$/3 4r$0e o(-, *e Rs.:

D$eren0e of Rs.@ o(-, *e v"-(e of r$/3.



18/18

R(-e of 6

A00or,$n/ o 3$s r(-e 3e ,o(*-$n/ 4er$o, $s

o*"$ne, *% ,$v$,$n/ 6 *% 3e $neres r"e.For e./. $f $neres r"e $s = 3e ,o(*-$n/

4er$o, o(-, *e 6 ) + $.e. G %e"rs.

R(-e of G

T3$s $s !ore 4re0$se !e"s(re of ,o(*-$n/4er$o,

7 .: 8 G)r"e of $neres+

E./. $neres r"e $s Do(*-$n/ 4er$o, o(-, *e

7.: 8 G)+ 7 .G %e"rs.


chapter 10---FINANCIAL ARITHMETICS FOR EQUITY & BONDS.ppt

Documents

Transcript of chapter 10---FINANCIAL ARITHMETICS FOR EQUITY & BONDS.ppt