Syllabus for Investment and Portfolio Management

Session No. Topic

1 Introduction
2 Return
3 Return
4 Risk
5 Portfolio risk
6 Fundamental Analysis : Economic Analysis
7 Fundamental Analysis : Industry Analysis
8 Fundamental Analysis : Company Analysis
9 Fundamental Analysis : Company Analysis
10 Bond Valuation and Analysis
11 Equity Valuation and Analysis
12 Equity Valuation and Analysis
13 Options
14 Futures
15 Technical Analysis
16 Technical Analysis
17 Efficient Market Theory
18 Portfolio Analysis
19 Portfolio Selection
20 Portfolio Selection
21 Capital Market Theory and CAPM
22 Capital Market Theory and CAPM
23 Portfolio Performance Evaluation
24 Portfolio Revision
25-30 Problem Solving and Practice

Text Book : Investment Analysis and Portfolio Management; Author – Prasanna Chandra;
Pub.: TMH or
Security Analysis and Portfolio Management; Authors – Fischer and Jordan;
Pub.: PHI
Reference: Security Analysis and Portfolio Management by Kevin
Supplementary Readings: Websites of various FIs, Stock Exchanges and SE Participants,
Business Magazines, Financial Dailies etc.

Evaluation : Continuous assessment system is followed for student’s performance evaluation.

Minimum two surprise quizzes, assignments, class participation and mid-term
exam are part of evaluation.
Faculty : Sanjeev Bajaj
Contact : Between 12:00 to 13:00 or Email : bbsr.sanjeev@gmail.com
Schedule : Tuesdays 2:25 to 3:15 and Wednesdays 4:35 to 5:25.