Security Analysis Portfolio Management by Dr Himanshu Saxena MBA 3rd sem

Security Analysis Portfolio Management by  Dr Himanshu Saxena MBA 3rd sem

Syllabus

M-310

Security Analysis & Portfolio Management

Unit	Course Description	Sessions
Unit I	Concept of Saving and Investment: Concept and Relation Between Savings and Investment at Macro Level, Investment Objectives and Avenues, Factors Affecting Savings & Investment in India.	3
Unit II	Investing in Securities Market- Overview of Primary and Secondary Market. Stock Market Indices- Nifty and SENSEX (Calculation Methods Used), Concept, Types and Procedure of Public Issue Equity & Debentures, Criteria to Evaluate Financial Market Securities.	3
Unit III	Risk & Return: Concept of Risk and Return, Risk Free Return and Risk Premium, Measurement of Risk & Return in Controlled, Regulated and Market Economy.	2
Unit IV	Portfolio Management and Portfolio Analysis: Concept, Elements and Types of Portfolio Management, Measurement of Risk and Return in Stock and Financial Markets. Theories of Portfolio Management- CAPM, Markowitz Theory of Portfolio Selection, Evaluation of Portfolio Using Sharpe Measure & Treynor Measure. Portfolio Management in India.	4
Unit V	Investment in Fixed Income Securities –Fundamentals of Bond, Risk Factors in Fixed Income Securities, Yield v/s Return, Types of Yield, Significance and Understanding of Bond Rating in Investment Decision Making, Overview Bond Portfolio Management Strategies.	3
Unit VI	Valuation of Equity: Scope of Return in from Equity Investing, Models of Equity Valuation – Comparable Approach, Dividend Discount Models, Discounted Cash Flow Valuation Models.	3
Unit VII	Fundamental Analysis – Concept, EIC Framework- Economic, Industry and Company. Inferences and Implication from Fundamental Analysis.	3
Unit VIII	Technical Analysis - Concept, Types of Charts and Formations in Charts, Inferences of Charts. Application of Technical Analysis in India.	3