B.Com307 Investment Management GGSIPU B.Com 5th Sem NEP 2024-25 Notes

Unit 1 [Book]
Concept of Investment	VIEW
Return, Types of Returns	VIEW
Realized vs. Expected Return	VIEW
Risk in Investment: Systematic and Unsystematic Risk	VIEW
Risk Measures: Standard Deviation, Beta, Alpha	VIEW
Bond Valuation: Present value of Bond	VIEW
Concept of YTM	VIEW
Introduction to Fundamental Analysis:	VIEW
EIC (Economy-Industry-Company) Approach	VIEW
Economic indicators and their Impact on Indian Markets	VIEW
Basic industry Analysis	VIEW
Company Analysis:
SWOT	VIEW
Life Cycle	VIEW

Unit 2 [Book]
Equity Valuation Models	VIEW
Dividend Discount Models	VIEW
P/E ratio and Relative Valuation	VIEW
Technical Analysis: Meaning, Key Assumptions, Comparison with Fundamental Analysis	VIEW
Basic Tools: Trends, Support/Resistance, Moving Averages	VIEW
Patterns: Head and Shoulders, Double Top/Bottom	VIEW

Unit 3 [Book]
Portfolio Risk and Return	VIEW
Portfolio Diversification and its Benefits	VIEW
Risk-Return Preferences	VIEW
Investor Objectives, Time Horizon, Liquidity	VIEW
Efficient Frontier	VIEW
Optimum Portfolio	VIEW
Asset Allocation Strategies	VIEW
Asset Allocation Life Cycle Approach	VIEW
Asset Allocation Pyramid	VIEW
Portfolio Management Styles: Passive and Active	VIEW

Unit 4 [Book]
CAPM: Meaning and Assumptions	VIEW
Expected return vs. Required Return, Identifying Undervalued / Overvalued Securities using CAPM	VIEW
Introduction to APT in Contrast with CAPM	VIEW
Mutual Funds: Types ( by Structure and Objective), Advantages/disadvantages of investing in Mutual Funds	VIEW
Performance Evaluation: Sharpe, Treynor, Jensen’s Alpha	VIEW