Bachelor of Management Studies (B.M.S.) Investment Analysis and Portfolio Management Syllabus - Mumbai University 2026
This is the TY BMS syllabus under NEP 2020, in force from the academic year 2026-27, examined under form 2225161. The University still sets the earlier Choice Based papers alongside it — forms 2M00155 and 2M00156, whose documents are below — so check which scheme your exam form names before you revise.
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Syllabus for Investment Analysis and Portfolio Management
Module I: Introduction to Investment Environment and Risk - Return Relationship
- Introduction to Investment Environment - Introduction, Investment Process, Criteria for Investment, Types of Investors, Investment V/s Speculation V/s Gambling, Investment Avenues, Factors Influencing Selection of Investment Alternatives
Module II: Risk - Return Relationship
- Meaning, Types of Risk- Systematic and Unsystematic risk, Measurement of Beta, Standard Deviation, Variance, Reduction of Risk through Diversification. Practical Problems on Calculation of Standard Deviation, Variance and Beta.
Module III: Portfolio Management and Security Analysis
- Portfolio Management: - Meaning and Concept, Portfolio Management Process, Objectives, Basic Principles, Factors affecting Investment Decisions in Portfolio Management, Portfolio Strategy Mix.
- Security Analysis: - Fundamental Analysis, Economic Analysis, Industry Analysis, Company Analysis, Technical Analysis - Basic Principles of Technical Analysis., Uses of Charts: Line Chart, Bar Chart, Candlestick Chart, Mathematical Indicators: Moving Averages, Oscillators
Module IV: Risk - Return Relationship
- Theories: • Dow Jones Theory, Elliott Wave Theory, Efficient Market Theory
- Capital Asset Pricing Model: • Assumptions of CAPM, CAPM Equation, Capital Market Line, Security Market Line
- Portfolio Performance Measurement: • Meaning of Portfolio Evaluation, Sharpe’s Ratio (Basic Problems), Treynor’s Ratio (Basic Problems), Jensen’s Differential Returns (Basic Problems)
Reference Books
- 1 Kevin. S, Security Analysis and Portfolio Management
- 2 Donald Fischer & Ronald Jordon, Security Analysis & Portfolio Management
- 3 Prasanna Chandra, Security Analysis & Portfolio Management
- 4 Sudhindhra Bhatt, Security Analysis and Portfolio Management.
- 5 Investment Analysis and Portfolio Management – Prasanna Chandra, McGraw-Hill
- 6 Investment Analysis & Portfolio Management – Frank Reilly & Keith Brown, Cengage
- 7 Security Analysis & Portfolio Management – V.K. Bhalla, Himalaya Publishing House
Reproduced from the University of Mumbai syllabus for Bachelor of Management Studies (B.M.S.) under NEP 2020, in force from the academic year 2026-27. Wording is as printed in that syllabus. Module numbering is as printed there too.
The complete syllabus
This subject is cut from the University circular for its year. Open a document here if you want the whole thing rather than a single subject.