SECURITY ANALYSIS

AND

PORTFOLIO MANAGEMENT
 INTRODUCTION TO THE SUBJECT

Suppose, Rs.5,00,000 are given to each of you,

and asked to use these money, the way you think
to earn more and more return on it. So start
thinking and tell that how will you work out this
assignment.
 Some Directions

How much return

Regular return or capital appreciation or both

Investment for short term or long term period

Type of securities (risky or risk free, fixed return and variable return)

Selection of a security and a group of securities (Portfolio)

How much in which security

From which market and how

Consider opportunity cost of capital and income tax

 TOPICS TO BE COVERED

Alternative Investment instrument

Valuation of Securities

Securities Markets in India

SEBI

Types of Risks and its Management (risk and return tradeoff)

Securities Analysis

Portfolio Analysis (portfolio selection, revision and performance evaluation)

Financial Derivatives (options, futures and swaps)

TEXT BOOK:
Sudhindra Bhat (S.B) (2008): Security Analysis and Portfolio Management, Excel Books

SUGGESTED READINGS:
 Jordan & Fischer (J &F) (2008): Security Analysis and Portfolio Management, Pearson Education.
 Prasanna Chandra (P.C) (2005): Investment Analysis and Portfolio Management, TMH.
 Sharpe & Alexander (S& A) (1999): Investments, Pearson Education.
 V. K. Bhalla (V.K.B): Investment Management, S. Chand.
 S. Kevin (S.K.): Security Analysis and Portfolio Management, PHI.
 Punithavathy, Pandian (P.P) (2003). Security Analysis and Portfolio Management, Vikas.

• V. Raghunathan (2009): Stock Exchanges, Investments and Derivatives, TMH

• Gupta & Jain (1998): Indian Stock Market P/E Ratio

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Some useful websites
www.nseindia.com
www.bseindia.com
www.sebi.gob.in
www.ipohome.com
www.equitymaster.com
www.moneycontrol.com
www.icicidirect.com
www.smcindiaonline.com
www.indiainfoline.com
www.icra.in
www.crisil.com
www.careratings.com
www. onicra.com

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