Securities Analysis and Portfolio Management by Dr. Rana Singh, Associate Professor in Management, M...

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Welcome to my website
Dr. Rana Singh
Professor in Mangement and Associate Dean
CentumU Institute of Management and Creative Studies
www.centumu.edu.in
An initiative of Centum Learning Ltd. -www.centumlearning.com
(A Bharti Associate Company)
MBA (Finance), Gold Medalist, Ph.D.
Mob: 9811828987
E-mail: singh_rana@yahoo.com,
SECURITIES ANALYSIS AND PORTFOLIO MANAGEMENT
Course Outline
Introduction: The Securities Analysis and Portfolio Management course focuses at introducing the students about the
various aspects of securities analysis and portfolio management. This course will give the introduction and advanced
practical concepts, tools and applications to the Indian Securities Market.
Course objective:
The primary objective of this course is to familiarize the student with basic concepts of Securities Analysis and Portfolio
Management and its various tools and techniques to facilitate the managers in managing their portfolio.The basic
objective of the course is to acquaint the students in respect to the investment decisions related to financial assets, the
risks and the returns involved, to make aware about the functioning of securities market alongside the theories and
concepts involved in portfolio management.
Recommended Text Books: 1. Security Analysis and Portfolio Management, S. Kevin, PHI
2. Security Analysis and Portfolio Management, Punithavathy Pandian, Vikas Publishing House
Reference Books (If any): 1. SAPM, William Sharpe
2. Investment Management Securities Analysis and Portfolio
Management, Professor V. K. Bhalla
3. BSE, NSE, and other Websites
Magazines and Journals to Refer
1. Journal of Finance
2. Capital Market
3. Outlook Money
4. Business India
5. Business World
6. Dalal Street
7. The Economic Times
8. The Business Standard
9. Business Line
10. Financial Express
Evaluation System
Class
Participation

10

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Assignment
Quiz
Projects
Mid-Term
End-Term
Total

10
10
10
20
40
100

Session Wise Teaching Plan

Session
Theme
No.

Introduction to Security Analysis and Portfolio

Management, Nature and Scope, Importance

Reading Material
Ch-20, Topic -Fundamental
Security Analysis, Pg. No.
483-516,
Book- Investment
Management, by V. K.
Bhalla, S. Chand
Ch.-1, Pg no. 1-9, Security
Analysis and Portfolio
Management, S. Kevin, PHI

Investment

Ch-1, Pg. No. 3-20, Topic Investment: Objectives and

Risk,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008
Ch.-2, Pg no. 10-17,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Ch-2, Pg. No. 21-37, Topic The Stock Markets in India,

Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008

3
Securities Market
Download Presentation
Download Prospectus of Vishal Technologies for

Ch-3, Pg. No. 38-50, Topic New Issue Market,

Book- Investment

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Analysis

Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008
Ch.-3, Pg no. 18-29,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Ch.-4, Pg no. 30-40,

Security Analysis and
Portfolio Management, S.
Kevin, PHI
Stock Exchanges and Their Mechanics

Ch.-4, Pg no. 30-40, TopicStock Exchanges, Security

Analysis and Portfolio
Management, S. Kevin, PHI
Ch-4, Pg. No. 51-65, Topic
Listing of Securities,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008

Market Indexes
Download Study Material
Download XL Sheet Containing the Details of
Various Index

Ch-5, Pg. No. 66-87, Topic

Listing of Securities,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008
Ch-7, Pg. No. 115-133,
Topic Market Indexes,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008

Trading System in the Stock Exchanges

Download Presentation
Assignment
Assignment
Visit the websites given below
a) www.bseindia.com
b) www.nseindia.com

Ch.-5, Pg no. 41-53,

Security Analysis and
Portfolio Management, S.
Kevin, PHI

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Securities Analysis and Portfolio Management by Dr. Rana Singh, Associate Professor in Management, M... Page 4 of 10

c) www.indiaipo.com
d) www.capitalmarket.com
e) www.equitymaster.com
f) www.indiaipo.com
g) www.indiainfoline.com
h) www.myiris.com

Ch-5, Pg. No. 66-87, Topic

The Brokerage Business,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008

And submit a report on their focus areas and

content.

Ch.-6, Pg no. 54-73,

Security Analysis and
Portfolio Management, S.
Kevin, PHI
6

Risk

Risk Calculation and Analysis , Types, Problem,

Calculation of Risk with Ms-Excel

Fundamental Analysis: Economic Analysis

Download Presentation

Chapter-23, Pg. No. 567597, Portfolio Analysis:

Risk and Return,
Book- Investment
Management, by V. K.
Bhalla, S. Chand 15th
Revised Edition 2008
Ch.-6, Pg no. 54-73,
Security Analysis and
Portfolio Management, S.
Kevin, PHI
Case Study on website /or
by e-mail
Chapter-23, Pg. No. 567597, Portfolio Analysis:
Risk and Return,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-7, Pg no. 74-82,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Download Presentation -2
8

Chapter-20, Pg. No. 483516, Fundamental Security

Assignment
Analysis,
Conduct economic analysis of 3 different countries
Book- Investment
of Asia with special focus and perspective of
Management, by V. K.
investment opportunity
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-8, Pg no. 83-94,
Security Analysis and

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Industry Analysis

Portfolio Management, S.
Kevin, PHI

Download Presentation
9

10

Chapter-20, Pg. No. 483516, Fundamental Security

Assignment:
Analysis,
Conduct Industry analysis of 5 different industries Book- Investment
of India with special focus and perspective of
Management, by V. K.
investment opportunity.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-8, Pg no. 83-94,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Company Analysis
Download Presentation
Download Presentation 2

11

Share Valuation

12

Models of securities Valuation

Case Study of Reliance

Capital - Company
Analysis of Reliance Capital
Ltd.
Chapter-20, Pg. No. 483516, Fundamental Security
Analysis,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-9, Pg no. 95-109,
Security Analysis and
Portfolio Management, S.
Kevin, PHI
Chapter-14, Pg. No. 295340, Equity Valuation and
Analysis,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-9, Pg no. 95-109,
Security Analysis and
Portfolio Management, S.
Kevin, PHI
Chapter-14, Pg. No. 295340, Equity Valuation and
Analysis,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

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Ch.-10, Pg no. 110-125,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Bond Valuation and Preference Share Valuation

13
Download Presentation

Chapter-10, Pg. No. 199242, Bond Valuation and

Analysis,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Chapter-11, Pg. No. 243251, Preference Share
Valuation and Analysis,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-11, Pg no. 126-148,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

14

Technical Analysis

Chapter-21, Pg. No. 517540, Technical Analysis,

Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-11, Pg no. 126-148,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

15

Technical Analysis -Tools

Chapter-21, Pg. No. 517540, Technical Analysis,

Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Mid-Term Test

16

Efficient Market Theory

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Ch.-12, Pg no. 126-148,

Security Analysis and
Portfolio Management, S.
Kevin, PHI
Case Study of Indian
Financial Sector
Chapter-22, Pg. No. 541-

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564, Efficient Market
Theory,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

Ch.-13, Pg no. 149-157,

Security Analysis and
Portfolio Management, S.
Kevin, PHI

17

Portfolio Analysis

Case Study of Structuring

and Managing a
hypothetical portfolio
Chapter-23, Pg. No. 567597, Portfolio Analysis:
Risk and Return,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-13, Pg no. 149-157,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

18

Portfolio Analysis

Case Study of Structuring

and Managing a
hypothetical portfolio
Chapter-23, Pg. No. 567597, Portfolio Analysis:
Risk and Return,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-14, Pg no. 177-193,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Portfolio Selection
19
Markowitz: Portfolio Selection Model

Chapter-25, Pg. No. 611639, Markowitz: Portfolio

Selection Model,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-14, Pg no. 177-193,

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Security Analysis and
Portfolio Management, S.
Kevin, PHI
Portfolio Selection
20
Sharpe: The Single Index Model

Chapter-26, Pg. No. 640677, Sharpe: The Single

Index Model,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

Ch.-15, Pg no. 194-209,

Security Analysis and
Portfolio Management, S.
Kevin, PHI

21

Capital Asset Pricing Model (CAPM)

Chapter-27, Pg. No. 678748, Sharpe: The Single

Index Model,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

Ch.-15, Pg no. 194-209,

Security Analysis and
Portfolio Management, S.
Kevin, PHI
22

Capital Asset Pricing Model (CAPM)

Chapter-27, Pg. No. 678748,

Capital Asset Pricing Model
(CAPM),
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-16, Pg no. 210-216,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Portfolio Revision

Case Study

23
Portfolio Investment Process

Chapter-29, Pg. No. 771785,

Portfolio Investment
Process,
Book- Investment
Management, by V. K.

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Bhalla, S. Chand, 15th
Revised Edition 2008

Ch.-17, Pg no. 217-231,

Security Analysis and
Portfolio Management, S.
Kevin, PHI

Portfolio Evaluation
24
Investment Timing and Portfolio Evaluation

25

Bond Portfolio Management Strategies

Derivatives
Download Presentation
Download Presentation 2
26
Download FAQs
Download workbook
Download Reading Material on Derivatives

Futures
27

Chapter-31, Pg. No. 816848,

Portfolio Timing and
Portfolio Performance
Evaluation,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

Chapter-30, Pg. No. 786815,

Bond Portfolio Management
Strategies,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-18, Pg no. 232-240,
Security Analysis and
Portfolio Management, S.
Kevin, PHI
Chapter-32, Pg. No. 851876,
Financial Derivatives
Market: A Global
Perspective,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-19, Pg no. 241-254,
Security Analysis and
Portfolio Management, S.
Kevin, PHI

Download Presentation
Download Presentation 2

Chapter-34, Pg. No. 927960,

Futures ,
Book- Investment

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Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Ch.-20, Pg no. 255-270,
Security Analysis and
Portfolio Management, S.
Kevin, PHI
Options
28
Download Presentation

Swaps
29

Download Presentation
Download Presentation 2

30

Hedging

Chapter-33, Pg. No. 877926,

Options ,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Chapter-35, Pg. No. 961973,
Swaps ,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008
Chapter-39, Pg. No. 10361056,
Hedging ,
Book- Investment
Management, by V. K.
Bhalla, S. Chand, 15th
Revised Edition 2008

For the sake of information and knowledge

1

e-Banking -Download Presentation

Books available from Indian Authors

1. Punithavathy, Pandian (2003). Security Analysis and Portfolio Management. Vikas Publishing House.
2. Avdhani, V.A. (6th ed., 2003). Security Analysis and Portfolio Management. Himalaya Publishing House.

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