Scribd Logo
Upload

Welcome to Scribd!

  • 31 views

    Sapm Syllbus

    Uploaded by

    Aaditya Jha
    This course provides students with an introduction to security analysis and portfolio management. It aims to equip students with tools and techniques for making profitable investment decisions. Key topics covered include security valuation, capital markets, portfolio construction, investor psychology, performance evaluation, and risk measurement. Students will learn about risk and return, fundamental and technical analysis, portfolio management approaches, and India's financial system including markets and regulators. Assessment methods include assignments, quizzes, presentations, and exams. Practical work includes creating sample portfolios and conducting equity, industry, and company analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd

    Sapm Syllbus

    Uploaded by

    Aaditya Jha
    31 views2 pages
    This course provides students with an introduction to security analysis and portfolio management. It aims to equip students with tools and techniques for making profitable investment decisions. Key topics covered include security valuation, capital markets, portfolio construction, investor psychology, performance evaluation, and risk measurement. Students will learn about risk and return, fundamental and technical analysis, portfolio management approaches, and India's financial system including markets and regulators. Assessment methods include assignments, quizzes, presentations, and exams. Practical work includes creating sample portfolios and conducting equity, industry, and company analysis.

    Original Title

    SAPM SYLLBUS

    Copyright

    © © All Rights Reserved

    Available Formats

    DOCX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    This course provides students with an introduction to security analysis and portfolio management. It aims to equip students with tools and techniques for making profitable investment decisions. Key topics covered include security valuation, capital markets, portfolio construction, investor psychology, performance evaluation, and risk measurement. Students will learn about risk and return, fundamental and technical analysis, portfolio management approaches, and India's financial system including markets and regulators. Assessment methods include assignments, quizzes, presentations, and exams. Practical work includes creating sample portfolios and conducting equity, industry, and company analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    31 views2 pages

    Sapm Syllbus

    Uploaded by

    Aaditya Jha
    This course provides students with an introduction to security analysis and portfolio management. It aims to equip students with tools and techniques for making profitable investment decisions. Key topics covered include security valuation, capital markets, portfolio construction, investor psychology, performance evaluation, and risk measurement. Students will learn about risk and return, fundamental and technical analysis, portfolio management approaches, and India's financial system including markets and regulators. Assessment methods include assignments, quizzes, presentations, and exams. Practical work includes creating sample portfolios and conducting equity, industry, and company analysis.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    You are on page 1of 2

    BM 617 Securities Analysis & Portfolio Management

    Prerequisite Orientation about Financial Management


    Learning This course aims at providing the students a comprehensive introduction to the areas of
    Objectives security analysis and portfolio management and equipping them with advanced tools
    and techniques for making profitable investment decisions.

    Salient The students will be able to


    features Understand and get thorough knowledge of workings of the capital market
    Apply the acquired knowledge of capital market for valuation of both equity and fixed
    income securities under goal-based investment planning
    Making a deep understanding on the tradeoff between risk and return and getting
    expertise on asset allocation in portfolio
    Empowering the students in risk profiling and stock exchange market.
    Utility The student will be able become familiar with the theory and empirical evidence related
    to investment management. Topics will include fundamentals of security valuation, the
    functioning of capital markets, optimal portfolio construction, elements of investor
    psychology, performance evaluation, and risk measurement
    UNIT - I Investment Scenario
    Financial and economic meaning of Investment Characteristics and objectives of Investment, Types of
    Investment, , Objectives of investment classification, Financial Markets and its types, Power and
    function of SEBI.
    UNIT - II Risk and Return pattern
    Concept of Risk and Return, Types of Risk, Systemic risk, unsystematic risk, Process of risk
    management, , Concept of CAPM Model
    UNIT - III Fundamental Analysis
    Economic Analysis – its importance and concept, Economic forecasting. Industry Analysis: Industry
    classification, Industry life cycle Company Analysis Measuring Earnings Forecasting Earnings Applied
    Valuation Techniques. Investor ratios – Analysis of Financial statements, Assessment of risk
    UNIT - IV Technical Analysis
    Fundamental Analysis Vs Technical Analysis, Principles of Technical Analysis, Charting methods
    Market Indicator: Short interest, Odd lot index, Mutual fund cash ratio.
    UNIT - V Portfolio Management
    Portfolio analysis and Management, Approaches in portfolio construction – Traditional Approach and
    Modern Approach, Selection process of Portfolio.
    List of Expt.
    Text Book Security Analysis and Portfolio management By Punithavathy Pandian, Vikas
    publishing House PVT Ltd.
    Reference Security Analysis and Portfolio Management with CAPM – By Dr. Sankara Narayanan
    Books – ANE Books Chennai .
    Security Analysis and Portfolio Management by RITTU Ahuja, Atlantic publishing Co.,
    Portfolio Management By Samir K. BARUA and others, Tata Mcgraw Hill.
    Mode of Assignment/Quiz/Viva- voce/Student seminar/Written examination/Ppt
    Evaluation
    Recommende
    d by BOS
    on :
    Approved by
    Academic
    Council on :
    Practical 1. With Rs. 100000, Making a Positional Portfolio Horizon 1 Month.
    2. Preparing investment wheel of high net worth individual worth rs 1000000
    3. Risk return analysis of telecom shares
    4. Risk return analysis of risk averse risk taker investor in bullish market
    5. With Rs. 500000, Making a Positional Portfolio Horizon 3 Months.
    6. Preparing a draft of Red herring prospectus
    7. Credit rating analysis of current IPO
    8. Recommending Stock as per dividend Yield as a Regular Income Strategy
    9 Recommending Stock as per earning per share as a Regular Income Strategy
    10. Equity analysis of 4 FMCG companies
    11. With Rs. 100000, making an Intraday Equity Portfolio in a live market
    12. Recommending Stock as per Fundamental Analysis to a Long term Investor
    13. preparing trend analysis chart of cement industry
    14. Recommending Stock as per technical Analysis to a medium term Investor
    15. Preparing technical chart of banking company
    Three Practical from each unit
    One simulation exercise.
    Practical will be conducted as per the practical manual

    You might also like