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Fundamentals of Investment
Course Objectives:
To familiarize the students with different investment alternatives, introduce them to the framework of their analysis and valuation and highlight the role of investor protection. Learn about financial markets and instruments, investment strategies.
Course outcome (COs):
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Course |
Learning outcome (at course level) |
Learning and teaching strategies |
Assessment Strategies |
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Paper Code |
Paper Title |
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FSG 617 B |
FUNDAMENTALS OF INVESTMENTS
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CO225 Acquire knowledge about the Concept of Savings and investment, various investment avenues available and Risk and return associated with them. CO226 Create awareness about Role of SEBI in investor protection.
CO227 Build ability to comprehend various techniques of Fundamental Analysis and Technical Analysis of securities.
CO228 To understand various methods of valuation of securities for effective investment decision making .
CO229 Obtain knowledge of portfolio construction and risk diversification in investment.
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Approach in teaching: Interactive Lectures, Discussion, Tutorials, demonstrations , Team teaching.
Learning activities for the students: Self learning assignments, Effective questions, Seminar presentation, Giving tasks, simulations , Chart Preparations, Role plays . |
Class test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, Presentation, Individual and group projects |
• 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
• 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.
• Features of equity shares & Preference shares. Features of debentures & bonds.
• Valuation of equity shares, preference shares, debentures and bonds.
• 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
• Portfolio and diversification meaning, Portfolio risk and return.
• Portfolio construction: Traditional and modern portfolio approaches. Portfolio construction process.
1. Jones, C.P. Investments Analysis and Management. Wiley.
2. Chandra Prasanna, Investment Analysis and Portfolio Management, TMH.
3. Rustogi, R.P. Fundamentals of Investment, Sultan Chand & Sons, New Delhi.
4. Vohra, N.D. and Bagri, Futures and options, Mc Graw hill Publishing.
5. Mayo. An Introduction to Investment. Cengage Learning.
6. M.R. Agarwal, Security Analysis and Portfolio Management, Garima Publications.
