Department of Management Studies

Indian Institute of Technology (Indian School of Mines)

Dhanbad – 826004

Lecture Plan (MBA-III Semester)

Monsoon Semester 2023-24

Course Instructor: Niladri Das (niladri@iitism.ac.in)

MSD 506 Investment Analysis and Portfolio Management LTP

3 00

Course Objectives: This course provides a broad overview of investment management, focusing
on the application of finance theory to the issues faced by portfolio managers and investors in
general. Topics will include discussion on equity investment, and fixed income investment in
various markets in the case of individual securities and issues related to portfolio optimization,
portfolio revision and performance evaluation. It develops general portfolio management tools
which are applicable when managing portfolios with any or all asset classes.

Learning Outcomes:
1. To understand the concept of Investment Planning and Investment Analysis.
2. To develop understanding about the functioning of the Financial Markets and fundamental
factors influencing the financial markets.
3. To design strategies for portfolio construction, optimization and evaluation.

Unit I:

Learning Outcome: To understand the concept and theoretical framework of Investment

Planning and Analysis. It will also discuss the various modes of investment for individual,
corporate and government.

Sl.No. Topic No.of Lectures

1. Investment Scenario 02
2. Investment Planning 02
3. Investment Analysis 02

Total 06
Unit II:

Learning Outcome: To develop an insight into the different financial markets globally and
in India and help in understanding the various factors influencing the valuation of stocks.

Sl.No. Topic No.of Lectures

1. Money Market 03
2. Capital Market 05
3. Economic Analysis 02
4. Industry Analysis 02
5. Company Analysis 03
6. Technical Analysis 01
7. Case Studies 02

Total 18

Unit III:

Learning Outcome: To develop an understanding of the concept of portfolio construction,

optimization and evaluation.

Sl.No. Topic No.of Lectures

1. Risk and Return of Individual Assets 02

2. Risk and Return of Portfolio 02
3. Portfolio Selection Models 03
4. Sharpe’s Single Index Model 02
5. Capital Asset Pricing Model 02
6. Measuring Portfolio Performance 02
7. Efficient Market Hypothesis 02

Total 15

Suggested Readings:

Textbooks:

1. Security Analysis and Portfolio Management – Punithavathy Pandian, Vikas Publishing

2. Investments: Analysis and Management – Charles P Jones, Wiley Publication

References:
 1. Investments – Kane, Marcus and Mohanty, McGraw Hill
2. Financial Markets and Institutions – Saunders and Cornett , McGraw Hill
3. Indian Financial System – H R Machiraju, Vikas Publishing
4. Investment Analysis and Portfolio Management – P Chandra, McGraw Hill
5. Case Studies and Reports in Financial Markets- to be provided by the instructor

Evaluation Method:

Closed Book System of Evaluation will be followed in Quiz, Mid Semester and End
Semester Exam.

Total Marks: 100

Quizzes- 10X2 = 20 marks (One before mid semester and one before end semester exam)
Mid Semester exam- 32 marks
End Semester exam- 48 marks

(Niladri Das)
Course Instructor