SEMESTER – IV

Course Lecture Tutorial Practical

Type Course Name Category Credit
Code (L) (T) (P)
18BPA Skill Investment and
Based Concept 40 -- - 2
4S10 Portfolio Management
Elective
Preamble: This course helps students understand the key concepts and principles of investment
and portfolio management, which build a solid foundation for further study or career pursuit.
Prerequisite : No prerequisite required
Syllabus:
Unit Course contents Hours
Investment: – Meaning and definition – Nature and scope – Economic and financial
I investment - Investment and speculation – Features of good investment – Investment 08
objectives and constraints – Risk and Return – Concept of time value of money.
Security Market: Features – Primary and secondary market - Stock exchange and its
II functions – BSE, NSE, SEBI, NSDL and its functions – Listing of securities – advantages – 08
Types of indices in Indian stock market.
Investment Alternatives: Bonds – Types and features – Debentures – Types and features –
III Equity and preference shares – Company deposits and its features – Gold and Silver – real 08
estate’s – Mutual funds – Classifications and features –Risk and return – Types of risk
Macro and Micro analysis: Fundamental analysis – Economic analysis – Industry analysis
IV 08
and Company analysis – Basics of Technical analysi
Portfolio Management: Meaning and objectives – Selection and diversification of portfolio –
V 08
Performance evaluation of portfolio – Treynor, Sharpe and Jensen measures (Problems)
Total 40
Text Book(s):
1. Punithavathi Pandian, Security Analysis and Portfolio Management , Vikas Publishing House Private
Ltd, 2nd Edition, 2013.
Reference Book(s):
1. M. Ranganathan and R. Madhumathi, Investment Analysis and Portfolio Management, Pearson
Education (Pvt) Ltd., New Delhi, Edition 2009.
2. S. Kevin, Security Analysis and Portfolio Management, Prentice - Hall of India Pvt Ltd., New Delhi,
11th Edition 2012.
3. Preethi Singh, Investment Management, Himalaya Publishing House, 7th Edition 2015.
4. V. A. Anathani, Security Analysis and Portfolio Management, Himalaya Publishing House, 9 th Revised
Edition 2013.
Learning Methods (*):
 Assignment/Seminar/Quiz/Group Discussion/Case-Study/Self-Study Component/etc.,
 Focus of Course: Employability
 e-Resource/e-Content URL: e-PG Pathshala : http://epgp.inflibnet.ac.in/ NPTEL / Investopedia
Course Designer: K. Loganathan
Assistant Profssor, B.Com (PA) BoS Chairman
Course Out Comes (COs):
On successful completion of the course, the students will be able to:
Blooms Taxonomy
CO No. Course Outcome (CO) Statement
Knowledge Level
To understand the concepts and observe investment regulations and
CO 1 K1
professional conduct of Investments.
To improve their ability to analyze financial articles and news with a critical
CO 2 K2
approach for different types securities.
Students will know how to apply different methods and valuation models to
CO 3 K3
construct and evaluate the securities.

Mapping with program Outcomes:

Cos / POs PO1 PO2 PO3 PO4 PO5 PSO1 PSO2 PSO3 PSO4 PSO5
CO1 S S M S M S S M S S
CO2 M M S S S S S M S S
CO3 M S M M M S S S S S
S-Strong: L-Low: M-Medium