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Section C (4 Mark)
Read the senario and answer to the question.
In order to provide for Medical Education Expenses of Navneet he will be transferring whole of Equity share portfolio to Debt MF. And for Yogita's PG degree he is ready to use his Equity MF portfolio. Balance to be met by SIP in equity MF. Starting from today. You are required to guide Keshav whether he will be able to meet Navneet's Education Expand what is the surplus or deficit in Debt MF (today value). And what should be the SIP amount for Yogita's Education goal?
Suggested Answer: B
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12 comments · newest first
CH
Chuck
2 months ago
I’m leaning towards B. The SIP amount feels reasonable for Yogita's goal.
JE
Jerry
2 months ago
I feel like option C is more realistic. A huge surplus seems likely.
ME
Meaghan
2 months ago
This question is tricky! I think option A makes sense.
VE
Venita
3 months ago
I agree, the SIP amount for Yogita should be around 18816.
SH
Shayne
3 months ago
Definitely needs to calculate that SIP amount carefully!
JA
Jackie
3 months ago
Really? A surplus that high seems too good to be true.
AS
Ashton
3 months ago
I think he can manage with a surplus of 113685!
CH
Chantay
3 months ago
Looks like a deficit of 23629 is likely.
BR
Broderick
4 months ago
I’m pretty sure the answer involves checking the total expenses against the portfolio values. I feel like option C could be the right choice, but I need to double-check my calculations.
SA
Samira
4 months ago
I recall that SIP calculations can be tricky. I think we might need to use the future value formula to find the right SIP amount for Yogita.
TR
Trinidad
4 months ago
I think we need to look at the current values of the portfolios and the expected returns. I’m leaning towards option A, but I’m not completely confident.
HA
Harley
4 months ago
I remember we practiced a similar question about transferring portfolios, but I’m not sure how to calculate the surplus or deficit accurately.