Fundamentals of Investment (Theory)

Paper Code: 
24CFSG613
Credits: 
4
Contact Hours: 
60.00
Max. Marks: 
100.00
Objective: 

This course will enable students to analyze investment avenues, understand securities markets, conduct valuation of shares and bonds, perform investment analysis, and construct diversified portfolios for risk management.

 

 

Course Outcomes: 

Course

Learning outcome

(at course level)

Learning and teaching strategies

Assessment Strategies

Course Code

Course

Title

 

24CFSG 613

Fundamentals Of Investment

(Theory)

 

CO205: Acquire knowledge about the Concept of Savings and investment, various investment avenues available and Risk and return associated with them.

CO206: Create awareness about Role of SEBI in investor protection.

CO207: Build ability to comprehend various techniques of Fundamental Analysis and Technical Analysis of securities.

CO208: To understand various methods of valuation of securities for effective investment decision making

CO209: Obtain knowledge of portfolio construction and risk diversification in investment.

CO210: Contribute effectively in course-specific interaction

 

Approach in teaching: Interactive Lectures, Discussions, Tutorials, Power point presentations.    

 Learning activities for the students: Self-learning assignments, Effective questions, Seminar presentation.

CA test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation.

 

12.00
Unit I: 
Investment and Savings

• Concept of Savings and investments, Elements of investments, sources of investment information,
• Types of investments, Investment Avenues, Basic concept of Risk & Return, measurement of risk and return

12.00
Unit II: 
Security markets in India and Investors protection

• Primary and secondary market, Functions of stock exchange on India.
• SEBI: Role of SEBI in investor protection, investor grievances and their redressal system,
• Insider trading, Investor awareness activism.

12.00
Unit III: 
Valuation of Shares and Bonds/debentures

• Features of equity shares & Preference shares. Features of debentures & bonds.
• Valuation of equity shares, preference shares, debentures and bonds.

12.00
Unit IV: 
Analysis for Investment

• Fundamental Analysis (EIC approach),
• Technical Analysis- (Chart, Pattern and Oscillators) Bar chart, Line Chart Candle chart, Trend Head and Shoulders, support and Resistance , Dow and Elliot wave theory
• Efficient market hypothesis

12.00
Unit V: 
Portfolio Construction and Risk Diversification

• Portfolio and diversification meaning, Portfolio risk and return.
Portfolio construction: Traditional and modern portfolio approaches. Portfolio construction process.

Essential Readings: 

• Bhalla V.K ,Investment Management (Security Analysis and Portfolio Management), S.Chand
• Chandra Prasanna, Investment Analysis and Portfolio Management, TMH.
• Rustogi, R.P. Fundamentals of Investment, Sultan Chand & Sons, New Delhi.
• M.R. Agarwal, Security Analysis and Portfolio Management, Garima Publications.

References: 

Suggested Readings :
• Jones, C.P. Investments Analysis and Management. Wiley.
• P. Pandian,Security Analysis and Portfolio Management, Vikas Publishing house ltd.
• Donald E.F , Ronald J.J, Ashwini P.Security Analysis and Portfolio Management, Pearson.
• Vohra, N.D. and Bagri, Futures and options, Mc Graw hill Publishing.
• Ranganatham M.,Security Analysis and Portfolio Management,Pearson.
• Mayo. An Introduction to Investment. Cengage Learning.

E-Content:
• Online Financial Investment Resources: https://study.com/academy/lesson/online-financial-investment-resources.html
• EBSCO-BSE

Referece Journals:
• Journal of Emerging Market Finance : http:// sagepub.com
• International Journal of Financial Management:http://publishingindia.com

Academic Year: 
2024-2025
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