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Security Analysis and Portfolio Management-Practical [1]

Paper Code: 
24DFSG612B
Credits: 
2
Contact Hours: 
30.00
Max. Marks: 
100.00
Objective: 

This course will enable students to engage in practical projects and case studies focusing on investment alternatives, risk-return analysis, fundamental and technical analysis, portfolio construction, and the application of advanced technical theories in investment decision-making.

 

Course Outcomes: 

Course

Learning outcome

(at course level)

Learning and teaching strategies

Assessment Strategies

Course Code

Course

Title

 

24DFSG 612B

Security Analysis and Portfolio Management

(Practical)

 

CO223: Compare various categories of investment products for asset allocation.

CO224: Compute and Analyze the risk and return of the portfolio for making investment decisions

CO225: Analyze securities before investing

CO226: Create a portfolio of different categories of investors.

CO227:   Buy or sell the stocks by analyzing patterns and trends in technical charts

CO228: Contribute effectively in course-specific interaction

 

Approach in teaching: Interactive Lectures, Discussion, Tutorials, Practical cases Power point presentation.    

 Learning activities for the students:                               Report writing, Seminar presentation, Live practical problems analysis

Class participation, assignments and presentations,

 C A Test, Semester End Exams.

.

 

6.00
Unit I: 
Investment Alternatives

 Project related to Various investment alternatives

6.00
Unit II: 
Risk and Return of Portfolio

 Analytical study on Risk and Return of portfolio

6.00
Unit III: 
Fundamental and Technical Analysis

 Case study /Project work on Fundamental and Technical analysis.

6.00
Unit IV: 
Portfolio of different categories of investors

 Construction of Portfolio of different categories of investors

6.00
Unit V: 
Dow theory /Elliot wave theory

 Application of Dow theory /Elliot wave theory on advanced technical charts.

Essential Readings: 

• Bhalla V.K ,Investment Management (Security Analysis and Portfolio Management), S.Chand
• 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.
E-Content:

• Online Financial Investment Resources: https://study.com/academy/lesson/online-financial-investment-resources.html [2]
• EBSCO-BSE

Reference Journals :

• Journal of Emerging Market Finance : http:// sagepub.com
• International Journal of Financial Management:http://publishingindia.com [3]

Academic Year: 
2024-2025 [4]

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Source URL: https://finance.iisuniv.ac.in/courses/subjects/security-analysis-and-portfolio-management-practical

Links:
[1] https://finance.iisuniv.ac.in/courses/subjects/security-analysis-and-portfolio-management-practical
[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