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Fundamentals of Investment
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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Learning outcome (at course level) |
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Assessment Strategies |
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Course Code |
Course Title |
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24CFSG603B |
Fundamentals Of Investment (Theory) |
CO163: Acquire knowledge about the Concept of Savings and investment, various investment avenues available, and Risk and return associated with them. CO164: Create awareness about the Role of SEBI in investor protection. CO165: Build the ability to comprehend various techniques of Fundamental Analysis and Technical Analysis of securities. CO166: Understand various methods of valuation of securities for effective investment decision-making CO167: Obtain knowledge of portfolio construction and risk diversification in investment. CO168: Contribute effectively in course-specific interaction |
Approach in teaching: Interactive Lectures, Discussions, Tutorials, Powerpoint presentations. Learning activities for the students: Self- learning assignments, Effective questions, Seminar presentation. |
CA test, Semester end examinations, Quiz, Solving problems in tutorials, Assignments, and Presentations. |
• 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
• Practical: Case study analysis on investment avenues
• 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.
• Practical: Report on stock market functions
• Features of equity shares & Preference shares. Features of debentures & bonds.
• Valuation of equity shares, preference shares, debentures and bonds.
• Practical: Presentation on share and bond valuation techniques
• 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
• Practical: Role-play on fundamental and technical analysis methods, followed by a report
• Portfolio and diversification meaning, Portfolio risk and return.
Portfolio construction: Traditional and modern portfolio approaches. Portfolio construction process.
• Practical: Portfolio construction presentation, integrating diversification strategies.
• 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
• EBSCO-BSE
Reference Journals:
• Journal of Emerging Market Finance : http:// sagepub.com
• International Journal of Financial Management:http://publishingindia.com
