SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT

Semester Credits Weight Instructional Hours Type of Course

CA SEE
III 3 20 30 Elective –Finance
Course outcomes:
After completing the course, the students shall be able to:

Co 1.Identify the investment alternatives and discussing the risk and return relationship
Co 2.Apply the Regulations of stock exchanges in the security markets to protect the interest of the market participants
Co 3.Utilize the fundamental analysis to pick out the most promising stocks
Co 4.Apply technical analysis tools to predict the next possible move of stock prices.
Co 5.Apply the various portfolio models to select the best performing portfolio
Module I INVESTMENT SETTING -8
Financial and economic meaning of Investment – Characteristics and objectives of Investment – Types of
Investment – Investment alternatives – Choice and Evaluation – Risk and return concepts.
Module II SECURITIES MARKETS -10
Financial Market - Segments – Types - Participants in financial Market – Regulatory Environment, Primary
Market – Methods of floating new issues, Book building – Role of primary market – Regulation of primary
market, Stock exchanges in India – BSE, OTCEI , NSE, ISE, and Regulations of stock exchanges – Trading
system in stock exchanges –SEBI.
Module III FUNDAMENTAL ANALYSIS -9
Economic Analysis – Economic forecasting and stock Investment Decisions – Forecasting techniques.
Industry Analysis : Industry classification, Industry life cycle – Company Analysis Measuring Earnings –
Forecasting Earnings – Applied Valuation Techniques – Graham and Dodds investor ratios.
Module IV TECHNICAL ANALYSIS -9
 Fundamental Analysis Vs Technical Analysis – Charting methods – Market Indicators. Trend – Trend
reversals – Patterns - Moving Average – Exponential moving Average – Oscillators – Market Indicators –
Efficient Market theory.
Module V PORTFOLIO MANAGEMENT -9
Portfolio analysis – Portfolio Selection –Capital Asset Pricing model – Portfolio Revision Portfolio Evaluation
– Mutual Funds.
REFERENCES BOOKS:
1. Donald E.Fischer & Ronald J.Jordan, Security Analysis & Portfolio Management, PHI Learning., New Delhi,
8th edition, 2011.
2. Prasannachandra, Investment analysis and Portfolio Management, Tata McGraw Hill, 2011.
3. Reilly & Brown, Investment Analysis and Portfolio Management, Cengage, 10th edition, 2016.
4. S. Kevin, Securities Analysis and Portfolio Management, PHI Learning, 2012.
5. Preethi Singh, Investment Management, Himalaya Publishing House, 20th Edition,2018 2.
6. Punithavathy Pandian, Portfolio Management, Vikas Publications, 2017