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Course No.: MBM311, Course Title: SECURITY ANALYSIS & PORTFOLIO MNGT.
Class: MBA, Status of Course: Major Course, Approved since session: 2009-10
Total Credits: 4
UNIT 1
Introduction and Concepts of Portfolio Management. Portfolio management process, equity research
v/s Portfolio management. Primary and Secondary objectives, factors considered in portfolio
dedication, Introduction to Stock Markets and Mutual Funds.
UNIT 2
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Investment strategies, diversification, market efficiency, selection of bonds & investments in real
estate assets.
UNIT 3
Selection of equities using fundamental and technical analysis.
UNIT 4
Revision of equity portfolio, revision of fixed income portfolio, portfolio management.
UNIT 5
Performance evaluation, measuring portfolio risk, traditional measures and measures in practice,
annualised return and IRR.
SUGGESTED READINGS:
Avadhani VA: SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT
Barua Ranganathan Verma: PORTFOLIO MANAGEMENT
Fisher and Jorden: SECURITY ANALYSIS AND PORTFOLIO MANAGEMENT
Strong Rober A: PORTFOLIO MANAGEMENT HANDBOOK
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14 September, 2012