Bachelor of Commerce (B.Com.) Investment Analysis and Portfolio Management Syllabus - Mumbai University
This is the TY BCOM syllabus under NEP 2020, in force from the academic year 2026-27. The University still sets the earlier Choice Based syllabus below alongside it for ATKT candidates, so check which scheme your exam form names before you revise.
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Syllabus for Investment Analysis and Portfolio Management
Module I: Investment Analysis (15)
- Unit I: Basics of Risk and Return
- Risk & Return: Meaning of Risk & Return, Types of Risk,
- Risk & Return of a Single Asset, Risk & Return of Portfolio – Portfolio Selection
- Unit II: Fixed Income Securities:
- Introduction-Time Value of Money; Simple and Compound Interest Rates; Real and Nominal Interest Rates;
- Bond Pricing Fundamentals; Bond Yields; Interest Rates; Macaulay Duration and Modified Duration)
Module II: Portfolio Management (15)
- Unit I: Portfolio Analysis:
- The Returns & Risk from Investing, Markowitz Portfolio Theory, Mean Variance Approach
- Portfolio Selection – Efficient Portfolio & Single Index Model – CAPM – APT
- Unit II: Portfolio Performance:
- Challenges in measuring returns; risk adjusted return measures,
- Manipulation proof performance measure, alternative investment
Reference Books
- M. Y. Khan, P.K. Jain, Financial Management – Text & Problems, TMH, 6/e, 2012
- Prasanna Chandra, Financial Management Theory & Practice, TMH, 8/e, 2012
- PunithavathiPandian, Security Analysis & Portfolio Management, TMH, 4/e, 2012
- IM Pandey, Cases in Financial Management, TMH, 2/e, 2012
- Shashi K Gupta, R.K. Sharma, Financial Management, Kalyani Publishers, 5/e, 2012
- Fischer, D.E. & Jordan, R.J. Security Analysis & Portfolio Management, (6th edition) Pearson Education. Chapters 1,3,4,5,6,9,10.
Reproduced from the University of Mumbai syllabus for Bachelor of Commerce (B.Com.) 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.