Case Study 1

Study the following table and answer the questions based on it.

Expenditures of a Company (in Lakh Rupees) per Annum Over the given Years.
Year Item of Expenditure
Salary Fuel and Transport Bonus Interest on Loans Taxes
1998 288 98 3.00 23.4 83
1999 342 112 2.52 32.5 108
2000 324 101 3.84 41.6 74
2001 336 133 3.68 36.4 88
2002 420 142 3.96 49.4 98
1. On how many occasions during the fund-life will Clawback Provision be triggered?

Question 1 of 10

Case Study 1

Study the following table and answer the questions based on it.

Expenditures of a Company (in Lakh Rupees) per Annum Over the given Years.
Year Item of Expenditure
Salary Fuel and Transport Bonus Interest on Loans Taxes
1998 288 98 3.00 23.4 83
1999 342 112 2.52 32.5 108
2000 324 101 3.84 41.6 74
2001 336 133 3.68 36.4 88
2002 420 142 3.96 49.4 98
2. Calculate the Incentive Fees clawed-back when exiting Investment N.

Question 2 of 10

Case Study 1

Study the following table and answer the questions based on it.

Expenditures of a Company (in Lakh Rupees) per Annum Over the given Years.
Year Item of Expenditure
Salary Fuel and Transport Bonus Interest on Loans Taxes
1998 288 98 3.00 23.4 83
1999 342 112 2.52 32.5 108
2000 324 101 3.84 41.6 74
2001 336 133 3.68 36.4 88
2002 420 142 3.96 49.4 98
3. Calculate the total distributions made to the investors in the quarter ending March 31, 2024?

Question 3 of 10

Case Study 1

Study the following table and answer the questions based on it.

Expenditures of a Company (in Lakh Rupees) per Annum Over the given Years.
Year Item of Expenditure
Salary Fuel and Transport Bonus Interest on Loans Taxes
1998 288 98 3.00 23.4 83
1999 342 112 2.52 32.5 108
2000 324 101 3.84 41.6 74
2001 336 133 3.68 36.4 88
2002 420 142 3.96 49.4 98
4. Calculate the total incentive fees received by the investment manager till 31 December, 2023?

Question 4 of 10

Case Study 1

Study the following table and answer the questions based on it.

Expenditures of a Company (in Lakh Rupees) per Annum Over the given Years.
Year Item of Expenditure
Salary Fuel and Transport Bonus Interest on Loans Taxes
1998 288 98 3.00 23.4 83
1999 342 112 2.52 32.5 108
2000 324 101 3.84 41.6 74
2001 336 133 3.68 36.4 88
2002 420 142 3.96 49.4 98
5. Calculate the total incentive fees received by the investment manager in the quarter ending March 31, 2024.

Question 5 of 10

Theory

6. What is the primary function of a stock exchange?

Question 6 of 10

Theory

7. Which of the following types of investment accounts allows investors to invest in the stock market with a fraction of the money needed to buy individual stocks?

Question 7 of 10

Theory

8. What is the main function of the stock market?

Question 8 of 10

Theory

9. Which of the following types of investment accounts allows investors to invest in retirement savings with tax benefits and employer matching contributions?

Question 9 of 10

Theory

10. What is a 'bull market'?

Question 10 of 10