The present book on 'Fundamentals of Investments' is written to provide the reader with a comprehensive understanding of the investment environment and investment decision process. It explains the various concepts, tools, and techniques related to investment in financial assets with lively examples and suitable illustrations. This book features a comprehensive discussion of the following concepts: • Risk and Returns • Sources and Measurements • Valuation of Securities • Approaches to Security Valuation • Portfolio Analysis • Selection and Management, including performance evaluation This book is a comprehensive, up-to-date, illustrated textbook on Investment Management. This book covers the entire syllabus prescribed for students pursuing Undergraduate Courses in Commerce & Management & specifically for the students of B.Com. (Hons.)/B.Com. under CBCS Programme at Delhi University and Other Central Universities throughout India. The Present Publication is the 6th Edition, authored by Prof. (Dr.) Vanita Tripathi, with the following noteworthy features: • [Simple, Lucid, Well-knit] presentation of concepts, procedures & techniques of security analysis & portfolio management. Wherever required, the explanation is supplemented by suitable illustrations and examples • [Learning Outcomes] Every chapter begins with a list of learning outcomes which the reader will achieve after the successful completion of the chapter. It sets the broad framework for the chapter • [Summary] Each chapter provides summary points to recapitulate the concepts and tools explained in the chapter. It helps the reader to glance over the entire discussion presented in that chapter • [Solved Problems] Each chapter provides a sufficient number of solved problems for better understanding and application of the concepts explained in the main text • [Test Yourself] Every chapter provides a variety of assignments to test the reader's knowledge. It comprises True/False statements, theory questions and numerical problems • [Project Work] The topic of Investments is lively, and the reader may want to apply various concepts and techniques in real life. For this, "project work" is provided at the end of every chapter. Project work helps the students and other readers of this book to apply various concepts of investments in real life • [Previous Year's Question Papers] o B.Com. (Hons.) 2015 Paper: Fundamentals of Investment o B.Com. (TYUP) 2016 Paper: Security Analysis & Portfolio Management o B.Com. (Hons.) 2017 Paper: Fundamentals of Investment o B.Com. (H)/III/NS 2017 Paper XX: Fundamentals of Investment (C-305) o B.Com. (Hons.) 2018 Sem. VI: Fundamentals of Investment o B.Com. 2018 Sem. VI: Fundamentals of Investment o B.Com. (Hons.) 2019 Sem. VI: Fundamentals of Investment o B.Com. 2019 Sem VI: Fundamentals of Investment o B.Com. (Hons.) 2020 Sem. VI: Fundamentals of Investment [OPEN BOOK EXAM] o B.Com. (Hons.) 2022 Sem VI: Fundamentals of Investment o B.Com. (Prog.) CBCS 2022 Sem VI: Fundamentals of Investment The contents of this book are as follows: • Chapters 1 & 2 discuss the investment environment. The discussion presented in Chapters 1 and 2 revolves around the types of investment alternatives, risk-return trade-offs and structure and trading in the Indian Securities Market. Special attention has been given to the role of SEBI and the prohibition of Insider Trading. Latest developments like Algorithmic Trading and Direct Market Access are also discussed, along with the reforms initiated in the past three decades. The updated information in Chapter 2 is provided • Chapter 3, Security Analysis, provides at one place the concepts and measurement of various types of returns and risks in financial investment. The reader will have an enriching experience and will have a better understanding of risk and returns concepts which are largely misunderstood • Chapter 4 comprehensively explains fixed-income securities, various types of fixed-income securities, the valuation of bonds and convertible debentures, and various types of bond yields. Advanced concepts such as Bond Duration and Immunisation have also been discussed • Chapters 5 to 8 provide various approaches to equity analysis, such as – Fundamental analysis, Technical analysis and Efficient Market Hypothesis, with suitable examples. An attempt has been made to provide the necessary skills and tools for Fundamental Analysis and Technical Analysis. The reader can apply these models and tools, and techniques in real-life decisions. Equity valuation models have also been explained with suitable illustrations • Chapters 9 & 10 deal with portfolio management & portfolio analysis, portfolio construction and portfolio selection. The capital market theory is also elaborated. Further, these provide a detailed explanation of CAPM (Capital Asset Pricing Model), the most popular model of asset pricing in finance, as well as an explanation of the need and measure of portfolio performance evaluation such as Sharpe index, Treynor's Index and Jensen's alpha • Chapters 11 & 12 explain Financial Derivatives and Investor Protection in India
This book is designed to provide readers with: • A comprehensive understanding of the investment environment. • Insight into the investment decision process. • Knowledge of the trading mechanism in stock markets. It explains various concepts, tools, and techniques related to investment in financial assets with lively examples and suitable illustrations, focusing primarily on equity shares. This book covers the entire syllabus prescribed for students pursuing: • Undergraduate Students of the University of Delhi (Regular) • Non-Collegiate Women's Education Board • School of Open Learning of the University of Delhi • Various Central Universities throughout India The Present Publication is the 8th Edition, authored by Prof. (Dr) Vanita Tripathi & Neeti Panwar, with the following noteworthy features: • [Features of the 8th Edition] are as follows: o Updated Information – Latest data tables, facts, and information regarding stock markets o Technical Analysis – Introduction to the roles and importance of primary and secondary market segments o Indian Securities Market – Coverage of clearing corporations in India o New Stock Exchange – Introduction to the newest national stock exchange, MSEI (Metropolitan Stock Exchange of India) o Derivatives Market – Addition of the EIC (Economy, Industry, Company) framework for fundamental analysis of stocks, with detailed illustrations and diagrams of call and put option payoffs o Trading in Securities – Inclusion of filter rules, Credit Balance Theory, MACD (Moving Average Convergence Divergence), advance-decline ratio, and advanced interactive charts for technical analysis • [Simple | Systematic | Comprehensive Explanation] Clear and detailed explanation of investment concepts, procedures, and techniques • [Learning Outcomes] Each chapter begins with a list of learning outcomes that set the framework for the chapter • [Illustrations and Examples] Concepts and techniques are explained with lucid examples and illustrations • [Solved Problems] Each chapter includes solved problems for better understanding and application • [Summary Points] Recap key concepts at the end of each chapter • [Test Yourself] Assignments in each chapter to test knowledge, including True/False statements, theory questions, and numerical problems • [Project Work] Opportunities to apply investment concepts in real life • [Previous Year's Question Papers] Includes previous year's question papers for student reference The contents of this book are as follows: • Basics of Investment o Modes of Investment – Understand direct and indirect investing o Approaches to Investing – Understand active and passive investment strategies o Investment Decision Process – Learn the steps involved in making sound investment choices o Responsible Investing – Understand the principles of ethical and sustainable investment practices • Risk & Return o Risk-Return Trade-off – Analyze the relationship between risk and potential returns o Measurement of Return – Techniques to calculate and interpret investment returns o Types of Risk – Differentiate between systematic and unsystematic risks o Impact of Inflation and Taxes – Assess how these factors influence investment outcomes • Fundamental Analysis o Approaches to Security Analysis – Introduction to Fundamental Analysis Techniques o EIC Framework – Examine the economy, industry, and company analysis o Stock Valuation Models – Learn various models for valuing equity shares • Technical Analysis o Basic Tenets – Understand the propositions of technical analysis o Trading Rules and Indicators – Familiarize yourself with key technical indicators and chart patterns o Limitations and Pitfalls – Recognize the limitations and common mistakes in technical analysis • Indian Securities Market o Structure and Participants – Overview of the primary and secondary markets o Regulation and Developments – Insight into SEBI's role and recent advancements in the Indian stock market • Stock Exchanges o Role and Function – Understand the significance of stock exchanges and trading mechanisms o Securities Indices – Learn about different stock indices and their importance • Derivatives Market o Introduction and Classification – Basics of derivatives, including forwards, futures, and options o Market Participants – Understand the roles of various traders in the derivatives market • Trading in Securities o Online Trading – A guide to online trading mechanisms, order types, and execution processes o Trading Strategies – Learn how to place, modify, and cancel orders effectively • Introduction to Mutual Funds o Evolution and Types – History and classification of mutual funds in India. o Advantages and Limitations – Pros and cons of investing in mutual funds o Latest Developments – Stay updated with the recent trends in the mutual funds industry • Investing in Mutual Funds o NAV and Loads – Understand Net Asset Value and various types of loads o Choosing Mutual Funds – Factors to consider when selecting mutual funds o Industry Overview – Comprehensive list of mutual funds in India and their websites
The present book on 'Fundamentals of Investments' is written to provide the reader with a comprehensive understanding of the investment environment and investment decision process. It explains the various concepts, tools, and techniques related to investment in financial assets with lively examples and suitable illustrations. This book features a comprehensive discussion of the following concepts: • Risk and Returns • Sources and Measurements • Valuation of Securities • Approaches to Security Valuation • Portfolio Analysis • Selection and Management, including performance evaluation This book is a comprehensive, up-to-date, illustrated textbook on Investment Management. This book covers the entire syllabus prescribed for students pursuing Undergraduate Courses in Commerce & Management & specifically for the students of B.Com. (Hons.)/B.Com. under CBCS Programme at Delhi University and Other Central Universities throughout India. The Present Publication is the 6th Edition, authored by Prof. (Dr.) Vanita Tripathi, with the following noteworthy features: • [Simple, Lucid, Well-knit] presentation of concepts, procedures & techniques of security analysis & portfolio management. Wherever required, the explanation is supplemented by suitable illustrations and examples • [Learning Outcomes] Every chapter begins with a list of learning outcomes which the reader will achieve after the successful completion of the chapter. It sets the broad framework for the chapter • [Summary] Each chapter provides summary points to recapitulate the concepts and tools explained in the chapter. It helps the reader to glance over the entire discussion presented in that chapter • [Solved Problems] Each chapter provides a sufficient number of solved problems for better understanding and application of the concepts explained in the main text • [Test Yourself] Every chapter provides a variety of assignments to test the reader's knowledge. It comprises True/False statements, theory questions and numerical problems • [Project Work] The topic of Investments is lively, and the reader may want to apply various concepts and techniques in real life. For this, "project work" is provided at the end of every chapter. Project work helps the students and other readers of this book to apply various concepts of investments in real life • [Previous Year's Question Papers] o B.Com. (Hons.) 2015 Paper: Fundamentals of Investment o B.Com. (TYUP) 2016 Paper: Security Analysis & Portfolio Management o B.Com. (Hons.) 2017 Paper: Fundamentals of Investment o B.Com. (H)/III/NS 2017 Paper XX: Fundamentals of Investment (C-305) o B.Com. (Hons.) 2018 Sem. VI: Fundamentals of Investment o B.Com. 2018 Sem. VI: Fundamentals of Investment o B.Com. (Hons.) 2019 Sem. VI: Fundamentals of Investment o B.Com. 2019 Sem VI: Fundamentals of Investment o B.Com. (Hons.) 2020 Sem. VI: Fundamentals of Investment [OPEN BOOK EXAM] o B.Com. (Hons.) 2022 Sem VI: Fundamentals of Investment o B.Com. (Prog.) CBCS 2022 Sem VI: Fundamentals of Investment The contents of this book are as follows: • Chapters 1 & 2 discuss the investment environment. The discussion presented in Chapters 1 and 2 revolves around the types of investment alternatives, risk-return trade-offs and structure and trading in the Indian Securities Market. Special attention has been given to the role of SEBI and the prohibition of Insider Trading. Latest developments like Algorithmic Trading and Direct Market Access are also discussed, along with the reforms initiated in the past three decades. The updated information in Chapter 2 is provided • Chapter 3, Security Analysis, provides at one place the concepts and measurement of various types of returns and risks in financial investment. The reader will have an enriching experience and will have a better understanding of risk and returns concepts which are largely misunderstood • Chapter 4 comprehensively explains fixed-income securities, various types of fixed-income securities, the valuation of bonds and convertible debentures, and various types of bond yields. Advanced concepts such as Bond Duration and Immunisation have also been discussed • Chapters 5 to 8 provide various approaches to equity analysis, such as – Fundamental analysis, Technical analysis and Efficient Market Hypothesis, with suitable examples. An attempt has been made to provide the necessary skills and tools for Fundamental Analysis and Technical Analysis. The reader can apply these models and tools, and techniques in real-life decisions. Equity valuation models have also been explained with suitable illustrations • Chapters 9 & 10 deal with portfolio management & portfolio analysis, portfolio construction and portfolio selection. The capital market theory is also elaborated. Further, these provide a detailed explanation of CAPM (Capital Asset Pricing Model), the most popular model of asset pricing in finance, as well as an explanation of the need and measure of portfolio performance evaluation such as Sharpe index, Treynor's Index and Jensen's alpha • Chapters 11 & 12 explain Financial Derivatives and Investor Protection in India
This book is designed to provide readers with: • A comprehensive understanding of the investment environment. • Insight into the investment decision process. • Knowledge of the trading mechanism in stock markets. It explains various concepts, tools, and techniques related to investment in financial assets with lively examples and suitable illustrations, focusing primarily on equity shares. This book covers the entire syllabus prescribed for students pursuing: • Undergraduate Students of the University of Delhi (Regular) • Non-Collegiate Women's Education Board • School of Open Learning of the University of Delhi • Various Central Universities throughout India The Present Publication is the 8th Edition, authored by Prof. (Dr) Vanita Tripathi & Neeti Panwar, with the following noteworthy features: • [Features of the 8th Edition] are as follows: o Updated Information – Latest data tables, facts, and information regarding stock markets o Technical Analysis – Introduction to the roles and importance of primary and secondary market segments o Indian Securities Market – Coverage of clearing corporations in India o New Stock Exchange – Introduction to the newest national stock exchange, MSEI (Metropolitan Stock Exchange of India) o Derivatives Market – Addition of the EIC (Economy, Industry, Company) framework for fundamental analysis of stocks, with detailed illustrations and diagrams of call and put option payoffs o Trading in Securities – Inclusion of filter rules, Credit Balance Theory, MACD (Moving Average Convergence Divergence), advance-decline ratio, and advanced interactive charts for technical analysis • [Simple | Systematic | Comprehensive Explanation] Clear and detailed explanation of investment concepts, procedures, and techniques • [Learning Outcomes] Each chapter begins with a list of learning outcomes that set the framework for the chapter • [Illustrations and Examples] Concepts and techniques are explained with lucid examples and illustrations • [Solved Problems] Each chapter includes solved problems for better understanding and application • [Summary Points] Recap key concepts at the end of each chapter • [Test Yourself] Assignments in each chapter to test knowledge, including True/False statements, theory questions, and numerical problems • [Project Work] Opportunities to apply investment concepts in real life • [Previous Year's Question Papers] Includes previous year's question papers for student reference The contents of this book are as follows: • Basics of Investment o Modes of Investment – Understand direct and indirect investing o Approaches to Investing – Understand active and passive investment strategies o Investment Decision Process – Learn the steps involved in making sound investment choices o Responsible Investing – Understand the principles of ethical and sustainable investment practices • Risk & Return o Risk-Return Trade-off – Analyze the relationship between risk and potential returns o Measurement of Return – Techniques to calculate and interpret investment returns o Types of Risk – Differentiate between systematic and unsystematic risks o Impact of Inflation and Taxes – Assess how these factors influence investment outcomes • Fundamental Analysis o Approaches to Security Analysis – Introduction to Fundamental Analysis Techniques o EIC Framework – Examine the economy, industry, and company analysis o Stock Valuation Models – Learn various models for valuing equity shares • Technical Analysis o Basic Tenets – Understand the propositions of technical analysis o Trading Rules and Indicators – Familiarize yourself with key technical indicators and chart patterns o Limitations and Pitfalls – Recognize the limitations and common mistakes in technical analysis • Indian Securities Market o Structure and Participants – Overview of the primary and secondary markets o Regulation and Developments – Insight into SEBI's role and recent advancements in the Indian stock market • Stock Exchanges o Role and Function – Understand the significance of stock exchanges and trading mechanisms o Securities Indices – Learn about different stock indices and their importance • Derivatives Market o Introduction and Classification – Basics of derivatives, including forwards, futures, and options o Market Participants – Understand the roles of various traders in the derivatives market • Trading in Securities o Online Trading – A guide to online trading mechanisms, order types, and execution processes o Trading Strategies – Learn how to place, modify, and cancel orders effectively • Introduction to Mutual Funds o Evolution and Types – History and classification of mutual funds in India. o Advantages and Limitations – Pros and cons of investing in mutual funds o Latest Developments – Stay updated with the recent trends in the mutual funds industry • Investing in Mutual Funds o NAV and Loads – Understand Net Asset Value and various types of loads o Choosing Mutual Funds – Factors to consider when selecting mutual funds o Industry Overview – Comprehensive list of mutual funds in India and their websites
Thank you for visiting our website. Would you like to provide feedback on how we could improve your experience?
This site does not use any third party cookies with one exception — it uses cookies from Google to deliver its services and to analyze traffic.Learn More.