SURYADATTA INSTITUTE OF BUSINESS MANAGEMENT & TECHNOLOGY (SIBMT) BAVDHAN CAMPUS, PUNE

NAME OF THE FACULTY: Prof.Mahesh Renguntwar SESSION:-Security Analysis & Portfolio Management (SAP)

GUIDELINE

1. DISCIPLINE List out here the minimum discipline you expect in the Class Room, like Punctuality i.e., be on Time to be eligible for attendance. Attendance and Class Participation Follow the code of academic integrity. Switch off your Mobile & Lap Tops in the Class Room

WORK LOAD

1. TEACHING WORKLOAD (As detailed out in Time Table that follows): 12 Hours Per Week 2. PREPARATION FOR CLASS ROOM LECTURES For 10 Hours Teaching Per Week = 40 Hours Per Week Minimum

3. Other administrative tasks assigned by the Management/Executive Director [Specify] Many task as and when directed by Chairman, Management, Directors ,etc

TIME TABLE

10.00a 9.00 m am to to 10.00am 11.00a DAY m MONDAY SAP TIME TUESDA Y THURSD AY FRIDAY SAP

11.00 12Noo 1pm 2pm to to am n 2pm 3pm to to 12Noo 1pm n L U N CH

3pm 4pm to to 4pm 5pm

5pm to 6pm

SAP

NOTE: This is an example. Should be based on Actual Time Table and to include all the courses of study like PGDM, MBA and MCS and for both SIBMT and SIMMC, as applicable. Also suggest how to incorporate feedback component here.

LESSON PLAN SUBJECT:STRATEGIC HUMAN RESOURCE MANAGEMENT & CORPORATE PLANNING 18TH AugustDecember 2011 COURSE: SPECIALIZATION: SEMESTER: AVAILABLE HOURS: SUBJECT CODE: A. Programme Education Objective (PEO): The aim of this Subject is: PGDM FINANCE III 30 CLOCK HOURS

1. To develop analytical and interpretive skills of students in evaluating different investment services. 2. To familiarize the students with the theory of portfolios and its construction. 3. . To provide an understanding of the performance evaluation of managed portfolios. 4. To enable the students to obtain available certifications in the Capital Market.

5. Better understanding of portfolio and securities.

B. Description of Subject C. SYLLABUS

1- Investment:Overview ,Investment, Speculation, alternatives investments. 2- Risk and Return:Classification of risk, measurement of risk, regression equation and correlation, measurement of returns, estimated yield and actual yield, holding period yield. 3- Security Valuation :Elements of Investment, basic valuation models, equity shares: Fundamental analysis, Economic Analysis, Industry Analysis, Company Analysis, technical Analysis. 4- Interest Rate:Different types of interest and yield, theories of interest. 5- Portfolio Management:Introduction to portfolio management, capital market theory, portfolio analysis, portfolio management ,Strategies, Capital Asset Pricing Model, Portfolio revision. 6- Recent development in Investment Management :Emerging trends of security analysis in global market.

Summary of outcomes To achieve the desired goal and objective a student must: Reading of Financial News Paper and Subscribing E-Mint Paper. Must track share market Attend all the classes Must get some certification like NCFM

Output and assessment criteria Outcomes Assessment criteria To achieve each outcome a student must demonstrate the ability to:

Reading of Financial News Paper

News Analysis assignment

Must track share market

Game on Share Market Kaun Banega Crorpati

Guidance Generating evidence Evidence of outcomes may be in the form of assignments, investigations of specific business organisations and/or case studies. The following are suggestions, as a guide to possible methods of evidence collection: Case studies & games , which evaluate different aspects of SAP
. Resources and Suggested reading Support Materials There are a large number of textbooks available covering the areas contained within the unit. Examples are:

Books:

1-Securities Analysis and Portfolio Management- Donald & Jordan 2-Investment Analysis & Portfolio Management Prasanna Chandra 3-Investment Analysis & Portfolio Management-Ranganathan 4- Investment Analysis & Portfolio Management- Reilly & Brown

Journals and newspapers Journals are a valuable source of information, such as a Dalal street, Capitalmarkets, Economics Times, Subscription to E Mint & most important Mailer series on finance

Videos :- Enron The Great Fall

Websites http://www.moneycontrol com http://www.sebi.gov.in http://www.capitalmarket.com www.nseindia.com www.bseindia.com

LESSON PLAN: MODEL 1 Suryadatta Education Foundation SURYADATTA INSTITUTE BUSINESS MANAGEMENT & TECHNOLOGY/SURYADATTA OF MANAGEMENT & MASS COMMUNICATION

LESSON PLAN

Program: PGDM Sem III (Finance Specialization)

Session: 2011-2012

Year: 2

Semester: 3

Unit Title: DFo(Derivative ,Futures & Options)

Name of Faculty: Pro.Mahesh Renguntwar

Commencement Date: 18th August 2011

Date of closure: December 2011

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Daily Lecture Schedule with dates

1 2 3 4 5

Name of the topic as given in SIMMC/SIBMT Syllabus Introduction Introduction

UNIT LECTU RE
1

Assign Lectur e Activi ty Pedagogy Planned

PPTs

Rem arks

1
PPTs

Investment-Intro Alternative Investments Risk and returns

1 1 1

PPTs PPTs

PPTs

6 7 8 9

Classification & measurement Yields & Holding Period yields Security Valuation

1 1 1 1

Exercises PPTs PPTs

Basic Valuation Model

PPTs

10 11 12 12 14 15

Fundamental Analysis Technical Analysis Industry and Company Analysis Interest Rate Types of Interest Rate Theories of Interest rates

1 1 1 1 1 1

Examples Guest Lecture PPTs PPTs PPTs ClassRoom

11

16 17 18 19

Intro PMS Capital Market Theory Portfolio Analysis Portfolio Management Strategies

1 1 1 1 1

PPTs PPTs PPTs PPTs Practicle case Discussion PPT Discussion Case Discussion PPTs PPTs Examples PPTs Game ClassRoom

20

Capital Asset Pricing Model 1 1 1 1 1 1 1 1 1 1 Revision 30 30 L

21 22 23 24 25 26 27 28 29 30

Portfolio Revision PMS Recent Trends In PMS Global Market Trends Exercises On Investment Exercises on Security valuation Investment Risk & Return PMS

TOTAL

12

Cases The Great short Term Recession & Its impact on share Market

a) Role of Textbook, Lectures, Class Notes and Power Point Presentations: The text book (not the only book referred) covers the basic material in the course. Some of the textbook material is sufficiently straightforward that I will expect you to learn it solely from reading the textbook. The assigned problems or cases will be discussed in class during the indicated class session. Therefore, you should be familiar with these problems prior to coming to class. b) A Combination of Lecture/PPTs/Brain Storming/Interactive Sessions/Case Studies/Activity/Assignment c) Home Work i) Assignment ii) Useful and current topics from Business Magazines/Management Journals iii) Case Studies: Think, Collect and bring to the Class for discussion 1. Assessment Evidence for all learning outcomes will be in the form of Internal Unit Tests/End Semester Examination and a single written assignment. The assignment can be at overall level or at outcome level; opportunity exists to cover more than one outcome in an assignment. This will be dependent on the business issue under analysis. End Term Examination conducted in 2011 (Question Paper enclosed)

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SESSION DETAILS: Past Question Paper set for External Examination Share with class past question papers or model Question Paper Format

List of Tasks: 1. Select a relevant Case study 2. Analyse the case study and give your comments.

Nature of Tasks: The students are expected to make a scrap book of the collected data and present it. Evaluation Method: (a) (b) (c) (d) (e) Contents Communication Confidence Criticism: Ability to defend and overcoming objections Use of relevant visual aids

ALL THE BEST

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