Your roadmap · आपका रोडमैप
- 1
Admission & first meetingप्रवेश और पहली मुलाकातEnquire at your nearest NDSS centre, meet the teacher, fix the batch time and get your study material.
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Part 1 of the syllabusपाठ्यक्रम भाग 1Unit-wise coaching with notes and doubt classes.
Unit 1: Investment EnvironmentUnit 2: Risk & ReturnUnit 3: Security Analysis
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Part 2 of the syllabusपाठ्यक्रम भाग 2Unit-wise coaching with notes and doubt classes.
Unit 4: Valuation of SecuritiesUnit 5: Portfolio Theory & Evaluation
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Unit tests & assignmentsयूनिट टेस्टRegular tests in the university / board pattern.
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Semester 3 exam (university / board)विश्वविद्यालय / बोर्ड परीक्षाPrevious papers and full revision before the exam.
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Online tests & resultऑनलाइन टेस्ट और रिज़ल्टTake the tests online; your marks and result show in your student login and at the centre.
सिलेबस · पाठ्यक्रम
1 subject · 5 chapters · 23 topics
01Unit 1: Investment Environment
5 टॉपिक+
- Investment, speculation and gambling
- Investment avenues: shares, bonds, mutual funds, real estate, gold
- Investment process
- Primary and secondary markets
- Stock exchanges, trading and settlement; role of SEBI
02Unit 2: Risk & Return
4 टॉपिक+
- Return: holding period and expected return
- Types of risk: systematic and unsystematic
- Measurement of risk: variance and standard deviation
- Beta and its interpretation
03Unit 3: Security Analysis
4 टॉपिक+
- Fundamental analysis: economy, industry and company (EIC)
- Technical analysis: Dow theory, charts, support and resistance
- Indicators: moving averages, RSI
- Efficient market hypothesis: weak, semi-strong, strong forms
04Unit 4: Valuation of Securities
4 टॉपिक+
- Bond valuation, current yield and yield to maturity
- Bond price and interest rate relationship; duration
- Equity valuation: dividend discount model, Gordon growth model
- P/E ratio approach
05Unit 5: Portfolio Theory & Evaluation
6 टॉपिक+
- Markowitz portfolio theory and diversification
- Efficient frontier
- Capital asset pricing model and security market line
- Sharpe single index model and arbitrage pricing theory
- Portfolio performance: Sharpe, Treynor and Jensen measures
- Portfolio revision
About this course
आप यह कर पाएँगे
- Explain the investment process, investment avenues and the working of securities markets
- Measure risk and return of single securities and portfolios, including beta
- Carry out fundamental (economy-industry-company) and basic technical analysis
- Value bonds and equity shares using yield and dividend discount models
- Apply Markowitz portfolio theory, CAPM and the single index model
- Evaluate portfolio performance using Sharpe, Treynor and Jensen measures
यह किसके लिए है
- MBA students of Semester 3 (AKTU) - Finance specialisation
- Students aiming at equity research, wealth management and broking careers
आपको क्या चाहिए
- Financial Management (Semester 2) completed
- Basic statistics: mean, standard deviation, correlation
Online tests & result
Practice and unit tests online; marks and result show in your student login and at the centre.
Student login →
सवाल
Which syllabus is followed?
The AKTU (Dr. A.P.J. Abdul Kalam Technical University, Lucknow) MBA syllabus of Investment Analysis & Portfolio Management (Semester 3). If your own university's syllabus differs, the centre follows your university syllabus and units.
Are numericals important in this subject?
Yes. Expected return, risk, beta, bond and share valuation, CAPM and performance measures are practised step by step with calculator.
How will I be tested?
Unit-wise MCQ tests and a final paper at semester level, plus practice on short and long answer questions from previous university papers.
