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PES School Of Engineering Department Of MBA

Lesson Plan Semester III Subject Code: 10MBA FM322/10 MBABF 372 Subject Title: SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT Faculty Name: SHALINI H.S. No of Hours / Week: 4
Mod No Ses sion No. Contents Table -1 : Session Plan Pedagogical Tools Presenta tions

Total no of Lectures: 28 IA Marks: 50 Marks Exam Hours: 3 Exam Marks: 100

Assignm ents / Addition al Work Student Learning Evaluation Technique Cumulativ e Coverage

General Introduction to Investment, Financial Markets, sources of investment information

Lecture, News Paper, Journals and mails on investment information Lecture and IV to Stock Broking firms (on latter date) Lecture and Problem Solving

PPT and Hand outs

Participatio n and Test 7%

Stock Exchanges Functioning, Trading and Settlement - Stock market guidelines on primary and secondary market

PPT

Meaning, Features, Types, Bond Pricing Theorem, simple problems on Bond Valuation

PPT and Black Board

Find out stock broking firm for 2 hours training Students to collect addl.

Report on IV 13%

Problem Solving Skills

problems 3 3 3 3 4 4 4 5 6 7 8 9 Problems on Bond Duration, immunization, Yield curve Problems on Yield curve and different types of curves Zero growth, Constant growth and two stage growth model Three and H stage growth model Risk and Return: Concept, Factors and Types of risk, Risk and risk aversion, Problems on calculating risk Problems on risk calculation and return Problem Solving Lecture and Problem solving Problem Solving Problem Solving Lecture and Problem solving Problem solving Lecture and Problem solving Lecture Black Board PPT and Black Board Black Board Black Board PPT and Black Board Black Board PPT and Black Board PPT Simulatio n Model #1 Problem Solving Skills Problem Solving Skills Problem Solving Skills Developing simulation Participatio n and Test Additiona l Problems given Simulatio n Model #2 Fundame ntal Analysis for a script Chart Problem Solving Skills Developing simulation Additional work done 46%

34%

4 5

10 11

Allocation between risk and risk free assets and utility analysis problems Fundamental Analysis: Economic, Company and Industry Analysis

12

Forecasting Meaning & Techniques, Charts

Lecture and

PPT

Additional

Point, Figure, Bar and Japanese Candle Sticks 5 5 6 6 6 7 7 13 14 15 16 17 18 19 Problems on RSA and RSI Moving Average Problems on Moving Average, Technical Vs Fundamental Analysis Efficient Market Theory Concepts, Random walk Theory, Weak, Strong and Semi Strong forms Asset Pricing Theories CAPM and APT Problems on CAPM (CML and SML) Diversification, Dominant and Efficient Portfolio

News paper clippings Problem Solving Problem Solving Lecture Lecture and Problem Solving Lecture and Problem Solving Lecture Black Board Black Board PPT PPT and Black Board PPT and Black Board PPT Black Board Black Board Black Board

preparati on for a script RSA and RSI for a script

work done Additional work done Problem solving skill Participatio n and Test 65%

Additiona l Porblems Additiona l Problems

Problem solving skill Problem solving skill Class Participatio n Problem solving skill Problem solving skill Problem Solving 75%

Problems on Markowitz and Sharpes single Index Problem Model solving Problems on Markowitz and Sharpes single Index Problem Model solving Problems on Portfolio Evaluation Sharpe, Jensen and Treynor measures Problem Solving

20

22

Students to collect addl. problems Students to collect addl. problems Additiona l

85% 90%

Problems
2

23 21 22

7
8

Trading and Settlement of Stock Exchanges at NSE and BSE Corner Portfolio, Process of Portfolio management, International Diversification Active and passive Strategies, Formula Plans in portfolio revision, Mutual Funds Types, Structure and Functions of AMC Solving of Previous Year Question Paper Solving of Previous Year Question Paper Solving of Previous Year Question Paper Solving of Previous Year Question Paper Solving of Previous Year Question Paper

Students Presentation Students Presentation Students Presentation Students Presentation Students Presentation Students Presentation Students Presentation Students Presentation

PPT PPT PPT

Skill Participatio n and Test Participatio n and Test Participatio n and Test Participatio n and Test Participatio n and Test Participatio n and Test Participatio n and Test Participatio n and Test

100%

24 25 26 27 28

PPT PPT PPT PPT PPT

Evaluation Technique: Daily 10-15 minutes will be exclusively kept for revising the previous day sessions. This is from students side. Evaluation will be based on the quantity and quality of the content and the initiation taken by the students to answer the questions posed to them voluntarily. At the very beginning of the session a clear demo is arranged by a visiting faculty who can give live examples of stock brokerage and also can give an overview of the fundamental aspects of Investment analysis Surprise tests are given based on the covered topics. When it comes to students presentation, it will be based on the questions raised by other students and the answer given by the presenter, the creativity and efforts put on the content and the way of presentation. Where ever news paper clippings is mentioned in table 1, real life examples will be shown and explained to the students by the faculty.

Table 2
Mod No S.No . Presentation Topic

2 7 7 7 8 8 8

1 2 3 4 5 6 7 8 9 10

Trading and Settlement of Stock Exchanges at NSE and BSE Corner Portfolio Process of Portfolio management International Diversification Active and passive Strategies Formula Plans in portfolio revision Mutual Funds Types, Structure and Functions of AMC Previous Year Question Paper Previous Year Question Paper Previous Year Question Paper

Table 3: Assignments & Additional Work Mod No S.No. Assignment Topics

2 3 4 5 5 5

1 2 3 4 5 6

Visit to Stock Broking Firm to know trading and settlement at NSE and BSE Collection of previous script prices and finding value of the script Portfolio creation for people with different risk taking ability Fundamental Analysis for a script Technical analysis for a script using different charts Technical analysis for a script using RSA and RSI

Table 4: References & Additional Readings Particulars Books

Theory

Problems

Investment Analysis and Portfolio Management - Prasanna Chandra TATA McGRAW HILL Security Analysis and Portfolio Management Punithavathy Pandian Vikas Publishng House Pvt. Ltd. Security Analysis and Portfolio Management Punithavathy Pandian Vikas Publishing House Pvt. Ltd. Portfolio Management Kevin Eastern Economy Edition Security Analysis and Portfolio Management Sudhindra Bhutt

Table 5: (IA Pattern) Test Marks Presentation s Assignments

60%

20%

20%

For Internal Evaluation T1 marks and the best out of remaining two will be considered. 1st Test is mandatory.