Risk and Return Illustration 8


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In January 2011, Mr. Dhimant Kapadia purchased the following 5 scrips:

Co.’s Name

No. of Shares

Purchase Price

H Ltd.

C Ltd.

S Ltd.

F Ltd.

M Ltd.

100

100

100

100

100

250

180

80

240

260

He paid brokerage of  1,500

During the year 2011, Mr. Dhimant Kapadia received the following:

Co’s Name

Dividend

Bonus Shares

H Ltd.

C Ltd.

S Ltd.

F Ltd.

M Ltd.

300

290

450

500

600

1:2

 

In January 2012, Mr. Dhimant Kapadia sold all his holdings at the following prices:

Co’s Name

Market Price

H Ltd.

275

C Ltd.

240

S Ltd.

108

F Ltd.

200

M Ltd.

400

He paid brokerage of  1,865.

Calculate the holding period return.


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