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Yield-to-Maturity

Security Analysis and Portfolio Management Unit-6 Bond Valuation and Analysis

Yield to Maturity (YTM) is a crucial concept in bond investing, representing the total return ant...

Updated 5 months ago by Sanjay Bandaru

Current Yield

Security Analysis and Portfolio Management Unit-6 Bond Valuation and Analysis

Current Yield is a financial metric used to evaluate the annual return rate of a bond based on it...

Updated 5 months ago by Sanjay Bandaru

Introduction to Bond

Security Analysis and Portfolio Management Unit-6 Bond Valuation and Analysis

A bond is a debt investment where an investor loans money to an entity (corporate or governmental...

Updated 5 months ago by Sanjay Bandaru

Performance calculation methods

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

1. Sharpe's Ratio Sharpe's ratio is a tool used to help investors understand the return of an inv...

Updated 5 months ago by Sanjay Bandaru

Evaluation of Portfolio

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Portfolio evaluation is a crucial part of the investment management process that involves assessi...

Updated 5 months ago by Sanjay Bandaru

Portfolio Revision

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Portfolio revision involves the process of reviewing and adjusting the components of an investmen...

Updated 5 months ago by Sanjay Bandaru

Selection of Securities

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

The selection of securities is a critical process in building an investment portfolio. It involve...

Updated 5 months ago by Sanjay Bandaru

Formulation of Portfolio Strategy

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Formulating a portfolio strategy is a fundamental process in investment management that involves ...

Updated 5 months ago by Sanjay Bandaru

Selection of Asset Mix

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

The selection of an asset mix is a critical step in investment strategy. It involves deciding the...

Updated 5 months ago by Sanjay Bandaru

Specification of Investment Objectives and Constraints

Security Analysis and Portfolio Management Unit-7 Portfolio Management and Evaluation

Investment objectives and constraints form the cornerstone of any effective investment strategy. ...

Updated 5 months ago by Sanjay Bandaru

Capital Market Line and Security Market Line

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Capital Market Line (CML) The Capital Market Line (CML) is a graphical representation used in the...

Updated 5 months ago by Sanjay Bandaru

Arbitrage Pricing Theory

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Arbitrage Pricing Theory, developed by Stephen Ross in 1976, is a multi-factor asset pricing mode...

Updated 5 months ago by Sanjay Bandaru

Capital Asset Pricing Model

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

The Capital Asset Pricing Model (CAPM) is a foundational finance theory that describes the relati...

Updated 5 months ago by Sanjay Bandaru

Return and Risk on Portfolio

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Portfolio Return Portfolio return is the overall gain or loss achieved by a combination of invest...

Updated 5 months ago by Sanjay Bandaru

Definition and Assumptions of Modern Portfolio Theory

Security Analysis and Portfolio Management Unit-3 Modern Portfolio Theory

Definition Modern Portfolio Theory (MPT), introduced by Harry Markowitz in 1952, provides a frame...

Updated 5 months ago by Sanjay Bandaru

Tax free incomes

Taxation Laws Module 01 INTRODUCTION TO TAXATION

In India, taxpayers often seek ways to reduce their tax liability through various exemptions prov...

Updated 5 months ago by Sanjay Bandaru

Incidence of tax

Taxation Laws Module 01 INTRODUCTION TO TAXATION

The concept of tax incidence is a fundamental aspect of tax policy and economics, addressing a ke...

Updated 5 months ago by Sanjay Bandaru

Overview of basic Concepts

Taxation Laws Module 01 INTRODUCTION TO TAXATION

1. Assessee Definition: An "assessee" is any person who is liable to pay taxes or any other sum ...

Updated 5 months ago by Sanjay Bandaru

Computation of taxable income

Taxation Laws Module 03 INCOME FROM HOUSE PROPERTY

Example Calculation Suppose the Gross Annual Value (GAV) of a property is ₹3,00,000. Municipal ta...

Updated 5 months ago by Sanjay Bandaru

Deductions from annual value

Taxation Laws Module 03 INCOME FROM HOUSE PROPERTY

(i) There are two deductions from annual value. They are: 30% of NAV; and Interest on borrowed...

Updated 5 months ago by Sanjay Bandaru