Academic Tasks (22231)

Academic Task Number:1 Course code: FINM547

Date of allotment: 23rd August-2023 Course title: SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT

Date of submission: 7th October-2023 Maximum Marks:30

Academic Task Type: Assignment

S. No. Objective The topic of the Academic task Nature of Course Bloom Evaluation Mode
academic Outcomes Taxonom
task y Level
(Group/indi of
vidual/field attainme
work) nt

1 To assess Students need to create a Group CO1, CO2, L3, L4,

the stock diversified equity portfolio at CO3, CO4, L5, and
CO5, CO6 L6 Stock Selection and
selection www.moneycontrol.com.
Sector Allocation - 5
and marks
portfolio A) Mention the stocks and their
respective sectors along with
creation
capabilitie percentage allocation Fundamental Analysis-
10 marks
s of the B) Give fundamental & technical
students reasons to support your
decision of either buying or Technical Analysis- 5

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 Academic Tasks (22231)

selling a stock (add technical

charts as well).
marks
Guidelines/Rules listed below:
Rules for dummy portfolio: Portfolio Churning
Strategy-5 marks
1. Every Group is supposed to
create one portfolio on
Overall Report- 5
moneyccontrol.com and submit
Marks
weekly report to the faculty.

2. Each group will get Rs 20

Lakhs virtual cash for investing
in shares.

3. Each group has to include at

least 10 companies of their
choices in the portfolio.

4. Portfolios should be
shuffled / churn (buy & sell
changes) at least two times
during the module and within
the prescribed dates for
assignment allotment and

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 Academic Tasks (22231)

submission.

5. Every group has to submit a

final report with snap shots (for
every churning i.e., snap short
of the portfolio before and after
churning) of their portfolio
results such as net- worth (gain
or loss) for every week.

6. It must be noted that while

allocating the stocks for the
portfolio, sector allocation
should also be taken care of.
Every student has to submit a
final report with snap shots (for
every churning i.e., snap short
of the portfolio before and after
churning) of their portfolio
results such as net worth (gain
or loss) for every week.

Evaluation will be done as per

the rubrics

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 Not
Demonstrated
Criteria Excellent (4-5) Basic (2-3) Limited (1) (0)
Academic Tasks (22231)

Stock Selection
and Sector
Allocation Portfolio includes Portfolio lacks
stocks from diversity in stock
multiple sectors, selection and/or
- 5 marks but the diversity relies heavily on a
- Rationale for Portfolio includes a might be limited. single sector.
Security diversified set of stocks Limited
Rubrics:
research
selection from different sectors. evident in sector
Sectors are well- choices and their Little to no
researched and aligned alignment with research apparent
-Weight with market trends and market trends. in sector choices.
allocation
Serial and economic outlook. The
Registration Roll
diversification.
No allocation of stocks
Number Name to Number Group
1 sectors is well-balanced
12219464 Apurba Sil Allocation of stocks No
RQ9E48A01 meaningful 1 No portfolio
and logical, considering to sectors lacks allocation strategy composition
2 12202507 Tamanna Gautam RQ9E48A02 1
risk and return potential. clear rationale. observed. provided.
3 12206126 Atul Kumar RQ9E48A03 1
4 12201002 Aditya Gaur RQ9E48A04 1
5 12202399 Divya Makkar RQ9E48A05 1
6 12208808 Harshita Arora RQ9E48A07 2
7 12204434 Aastha Malviya RQ9E48A08 2
8 12208284 Kumar Pratyush RQ9E48A09 2
9 12204348 Roshan Tiwari RQ9E48A10 2
10 12201074 Amit Kumar Nayak RQ9E48A11 2
11 12201025 Dharmendra Yadav RQ9E48A12 3
12 12210820 Md Tausif Akhtar RQ9E48A13 3
13 12213065 Jeetain Kumar RQ9E48A14 3
14 12208697 Prachi Prerana Jena RQ9E48A15 3
15 12215636 Sahil RQ9E48A16 3
Not
16 12206147 Jonathan Nyarko RQ9E48A17 4 Demonstrated
Criteria Excellent (7-10) Basic (4-6) Limited (1-3) (0)
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Student provides thorough

 Academic Tasks (22231)

Lartey
17 12206436 Nisha RQ9E48A19 4
18 12208010 Prem Prakash Kewat RQ9E48A20 4
19 12207183 Hemant Kumar RQ9E48A21 4
20 12204295 Bulbul Goswami RQ9E48A22 4
21 12209797 Kumari Priya RQ9E48A23 5
22 12204218 Nitin Goyal RQ9E48A24 5
23 12201061 Burla Narendra Babu RQ9E48A25 5
24 12202206 Rahul Disari RQ9E48A26 5
25 12208489 Ayush Rawat RQ9E48A27 5
26 12218047 Shruti Pandey RQ9E48A29 6
27 12200904 Himanshu Kumar RQ9E48A30 6
28 12219450 Meenakshi RQ9E48A31 6
29 12207508 Bipul Ram RQ9E48A32 6
30 12201077 Kalindi Yadav RQ9E48A64 6
31 12207210 Harsh Bhardwaj RQ9E48A66 7
32 12207371 Ankita Bajaj RQ9E48A67 7
33 12210725 Rishav Gupta RQ9E48B33 7
34 12204150 Shruti Bhardwaj RQ9E48B34 7
35 12201024 Devarshi Mishra RQ9E48B35 7
36 12210842 Shagun Gupta RQ9E48B38 8
37 12209468 Priyanka RQ9E48B39 8
38 12214709 Abhay Dhama RQ9E48B40 8
39 12223142 s sourav reddy RQ9E48B41 8
40 12216486 Nishtha Garg RQ9E48B42 8

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 Academic Tasks (22231)

41 12208299 Muskan Aggarwal RQ9E48B43 9

42 12204292 Santhosh O RQ9E48B44 9
43 12215687 Shivanshi Tiwari RQ9E48B45 9
44 12221058 Ayush Singh RQ9E48B46 9
45 12219114 Ansarullah Popal RQ9E48B47 9
46 12200875 Amarjeet Kumar RQ9E48B48 10
47 12208517 gaurav singh RQ9E48B49 10
48 12207351 Amardip Kumar RQ9E48B51 10
49 12204257 Abhisht Rana RQ9E48B52 10
50 12204214 Jaligam Sudha Jahnavi RQ9E48B53 10
51 12209727 Sukanya Paul RQ9E48B54 11
52 12221798 Arjun Wazir RQ9E48B55 11
53 12219322 Harsh RQ9E48B56 11
54 12215967 Satyam Singh Dixit RQ9E48B57 11
55 12205980 Suman Saurabh RQ9E48B58 11
56 12223292 Srishti Sharma RQ9E48B59 12
57 12207222 Sachin RQ9E48B60 12
58 12220816 Ijaz Ahmed M RQ9E48B61 12
59 12217009 Abhishek Kumar Pal RQ9E48B62 12
60 12200879 Jugesh Mayengbam RQ9E48B63 12
61 12206748 Abhishek Kumar RQ9E48B65 13
62 12211229 Gourvit Hans RQ9E48B68 13
63 12211232 Sehrish Manzoor Bhat RQ9E48B69 13

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