MC9291 PORTFOLIO MANAGEMENT Syllabus for 5th Sem MCA - Fifth semester - Regulation 2009 - Anna University


MC9291 PORTFOLIO MANAGEMENT Syllabus for 5th Sem MCA - Fifth semester - Regulation 2009 - Anna University

MC9291                                 PORTFOLIO MANAGEMENT                                  LT P C
3 0 0 3

UNIT I             MONEY AND CAPITAL MARKETS                                                         8
Trends of saving and financial flow, the Indian Money market , introduction, characteristics of money market , need for money market, major segments of money market, money market instruments and Capital market, introduction, primary market and secondary market, recent capital market reforms, new capital issue, instruments and market participant

UNIT II            STOCK EXCHANGES                                                                            10
Nature  and  functions  of  stock  exchange  in  India,organizational  structure  of  the secondary  marlet,stock  exchanges  and  financial  development  in  India,  listing  of securities in stock exchange-OTCEI market-New Issue Market- concepts and function, underwriting, role of new issue market ,mechanics of trading in stock exchanges.

UNIT III
FUNDAMENTAL ANALYSIS
8
Economic
Analysis    -  Economic forecasting
and    stock
Investment  Decisions  -
Forecasting  techniques.  Industry  Analysis  -  Industry  classifications.    Economy  and
Indus    try Analysis.  Industry life cycle - Evaluating Industry  relevant  factors - External
industry information sources. Company  Analysis  : Measuring Earnings - Forecasting
Earnings - Applied valuation techniques - Graham and Dodds investor ratios.

UNIT IV          TECHNICAL ANALYSIS                                                                         10
Technical Analysis: Fundamental Analysis Vs Technical Analysis  - Charting  methods - Market Indicators. Trend - Trend reversals   Patterns - Moving Average - Exponential moving Average -  Oscillators - ROC - Momentum - MACD - RSI - Stoastics.Factors influencing share prices, forecasting stock prices - Efficient Market Theory - Risk and Returns.

UNIT V           PORTFOLIO ANALYSIS                                                                          9
Portfolio theory- Markowitz theory, Sharpe index model,CAPM.Portfolio investment model- basic principles, planning, implementation, portfolio objective and types. Portfolio evaluation measures of return, formula plans,types of formula plans.Risk adjusted measure  of  performance   Sharpes  measure,  Treynor’s  measure  and  Jensens measure
TOTAL : 45 PERIODS

TEXT BOOKS:
1.  V.K.Bhalla, Investment Management, S.Chand & Company Ltd, New Delhi 2003.

REFERENCES:
1.  Punithavathy Pandian, Security Analysis & Portfolio Management Vikas Publishing
House Pvt. Ltd., 2001.
2.  V.A.Avadhani Securities Analysis & Portfolio Management Himalaya Publishing
House, 1997.
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