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.
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Course |
Learning outcome (at course level) |
Learning and teaching strategies |
Assessment Strategies |
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Course Code |
Course Title |
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24CFSG 613 |
Fundamentals Of Investment (Theory)
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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
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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. |
• 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.
• 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.
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 [2]
• EBSCO-BSE
Referece Journals:
• Journal of Emerging Market Finance : http:// sagepub.com
• International Journal of Financial Management:http://publishingindia.com [3]
Links:
[1] https://finance.iisuniv.ac.in/courses/subjects/fundamentals-investment-theory
[2] https://study.com/academy/lesson/online-financial-investment-resources.html
[3] http://publishingindia.com
[4] https://finance.iisuniv.ac.in/academic-year/2024-2025