SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT

III BBM – VI SEMESTER – FINANCE ELECTIVE

LESSON PLAN (Module wise)
LECTURE HOURS: 60
UNIT/ TOPICS FOR PROCEDURE LEARNING OUTCOME ASSESSMENT
SESSION/ STUDENT (PROCESS) (OUTPUT)
HOURS PREPARATION
(TIME (INPUT)
REQUIRED)
Module – 1 : Meaning and Interactive discussion Students should be able to Evaluation
Introduction Significance of Savings with illustrations understand the basics of through
6 hrs. and Investment – investments presentations
Financial and Economic assignment and
Meaning of Investment – test
Investment vs.
Speculation and
Gambling – Hedging –
Arbitrage – meaning of
Security – Security
Analysis – Portfolio
Management Process
Module-2: Characteristics of Interactive discussion To be able to understand the Evaluation
Investment Investments – Factors with illustrations various investment through
Avenues and affecting Investment opportunities along with presentations
Risk Analysis Decisions – Various their features like tax benefits assignment and
10 hrs Investment Avenues – and risks test
Selection of Securities
using Life Cycle and
Income Approaches –
Analysis of Systematic
and Unsystematic Risks
Module-3: Fundamental Analysis – Explain with To be able to work out Evaluation
Fundamental Return and Risk analysis illustration and problems in these topics through
Analysis and using Mean, Standard problems presentations
Security Deviation, Coefficient of assignment and
Valuation Variation and Beta – test
18 hrs Factors influencing
Valuation of Securities –
Pricing of Stock – Yield
Calculations of Fixed
Income Securities

Module-4: Technical Analysis – Interactive discussion To be able to use Technical Evaluation

Technical Dow Theory – Efficient with illustrations Analysis on prices of stocks through test
Analysis and Market Hypothesis – with illustrations and understand some basic
Related Random Walk Theory capital market theories
Theories
12 hrs
Module-5: CAPM, APT, Explain with To be able to solve problems Evaluation
Portfolio Construction of Portfolio illustration and in these topics through test
Construction using Markowitz and problems
and Revision Sharpe’s Model –

1
14 Hours Revision of Portfolio
using Jenson, Sharpe
and Treynor’s Models

LESSON PLAN (Topic wise)

LECTURE HOURS: 60
No. of Methodology/ Evaluation/
Sl. No Topics Lecture Instructional learning
Hours techniques confirmation
MODULE Introduction Presentations
1 6 /Assignment/
Test
1. Discussion of Syllabus, Assignments and Presentations 1
Meaning and Significance of Savings and Investment – Lecture and
2. 1
Financial and Economic Meaning of Investment Discussion
Investment vs. Speculation and Gambling – Hedging – Lecture and
3. 1 Assignment 1
Arbitrage – meaning of Security – Security Analysis Discussion
Lecture and
4. Portfolio Management Process 1
Discussion
5. Beyond Syllabus – Students’ Presentations – 3 groups 2 Activity

MODULE Investment Avenues and Risk Analysis Presentations

2 10 /Assignment/
Test
1. Characteristics of Investments – Factors affecting Lecture and Assignment 2
1
Investment Decisions Discussion
2. Various Investment Avenues 2 Discussion Assignment 3
3. Selection of Securities using Life Cycle and Income Lecture and Assignment 2
2
Approaches Discussion
4. Construction of Portfolio of Securities 1 Activity
5. Analysis of Systematic and Unsystematic Risks Lecture and Assignment 2
2
Discussion
6. Beyond syllabus – Students’ Presentations – 3 groups 2 Activity
MODULE Fundamental Analysis and Security Valuation Presentations
3 18 /Assignment/
Test
1. Fundamental Analysis Lecture and Assignment 4
2
Discussion
2. Case-Study on Fundamental Analysis 1 Activity
3. Return and Risk analysis using Mean, Standard Illustrations and
5
Deviation, Coefficient of Variation and Beta Problems
4. Factors influencing Valuation of Securities – Pricing of Illustrations and Assignment 4
5
Stock Problems
5. Yield Calculations of Fixed Income Securities Illustrations and
3
Problems
6. Beyond syllabus – Students’ Presentations – 3 groups 2 Activity
Mid Semester Test – Modules 1,2&3
MODULE Portfolio Construction and Revision
5 14 Test

1. CAPM 2 Explain with

2
 illustrations and
problems
2. APT Explain with
2
illustrations
3. Construction of Portfolio using Markowitz Explain with
4 illustrations and
problems
4. Construction of Portfolio using Sharpe’s Model Explain with
2 illustrations and
problems
5. Revision of Portfolio using Jenson, Sharpe and Explain with
Treynor’s Models 2 illustrations and
problems
6. II Unit Test 1
MODULE Technical Analysis and Related Theories
12
4
1. Technical Analysis Lecture and
5
Discussion
2. Dow Theory Lecture and
2
Discussion
3. Efficient Market Hypothesis – Random Walk Theory Lecture and
1
Discussion
4. Beyond syllabus – Students’ Presentations – 3 groups 2 Activity

Presentation Topics
1. RBI policies and its impact on Markets – Time Series Analysis over the past 2 yrs.
2. Case-Study on One/Two Successful Mergers and One/Two Unsuccessful Mergers
3. Major Scams post and pre 2012
4. Detailed study on IPOs, Grey Market, etc.
5. Case-Study Analysis of 4 Mutual Funds (2 Indian and 2 Foreign)
6. Real Estate and Investments in Real Estate
7. Derivatives Market and Instruments
8. Sectors dominating the GDP – Time Series Analysis over the past 10 yrs.
9. Comparative study of Top 5 Economies
10. Top 10 companies to invest in India
11. Other Capital Market Theories
Books for Reference
1. Avadhani, Security Analysis and Portfolio Management
2. Bhalla, Security Analysis and Portfolio Management
3. Fisher & Jordan, Investment Management
4. Prasanna Chandra, Investment Management
5. Puneethavathi & Pandian, Security Analysis and Portfolio Management

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