Course Description: This course is designed to cover basics of investments including various avenues of investments from individual and corporate perspectives. It also deals with the fundamentals of investments in securities along with the risk- return analysis. It also concentrates on valuation of securities, fundamental and technical analysis. This course also covers the portfolio theory, construction of portfolio, evaluation and revision of portfolio.

To make the students to know risk-return analysis for equity shares of the companies.

To enable the learners to carry out fundamental and technical analysis for various companies.

To facilitate the students in valuation of equity shares and bonds / debentures.

To make the students to understand how to construct, Evaluate and Revise the portfolio.

Introduction – Meaning of investment – Comparison between Savings, Investment, Speculation and gambling – Objectives of Investment - Factors influencing investment decisions –Steps in and process of Investment – Investment alternatives and avenues – Real assets and Financial assets - company shares, debentures, Govt bonds, convertible securities, hybrid securities, fixed deposits, Gilt- edged securities, post office schemes, employee and public provident funds, ETFs, Mutual Funds, Real estate and Insurance schemes - Investment attributes - risk, return, security, marketability, liquidity and convenience

Introduction – Meaning and concept of risk and return - computation of return - concept of total risk, factors contributing to total risk, systematic and unsystematic risk - measurement of risk - Computation and interpretation of risk through standard deviation, coefficient of variation and Beta –– Use of beta in estimating returns – concept and calculation of Covariance, Correlation Coefficient

Introduction – Return on portfolio - Risk of portfolio - Portfolio theory - Approaches - Selection of Portfolio and Markowitz Efficient Frontier - Capital Asset Pricing model, Single index model, Arbitrage Pricing Theory, Capital Market Line and Security Market Line. Portfolio Construction – Evaluation of portfolio – Sharpe’s ratio, Jensen’s alpha and Treynor’s ratio – Portfolio revision.

Introduction to security analysis - Fundamental analysis – company, industry and economy analysis - Technical Analysis of stock - points and figures chart, bar chart, Indicators and Oscillators - ROC, RSI, Volume of Trade, Support and Resistance Level, Exponential Moving Average Analysis, MACD, Japanese Candlesticks

Introduction to valuation – Meaning and concept of value and valuation - Factors influencing value and valuation - Methods of equity valuation – Intrinsic valuation Approach – (Discounted cash flow method: Dividend capitalization model and Earnings capitalization model) – Relative valuation approach: Multiplier method - Efficient Market theory – Behavioural finance – the Irrational influences

Introduction to bond– Meaning, characteristics and types of bonds – Bond returns – Concept of yield – Current yield – Yield-to-Maturity – Yield-to-Call - Price-yield relationship – Bond valuation

Specification of Investment objectives and constraints – Selection of Asset Mix – Formulation of Portfolio Strategy – Selection of Securities – Portfolio execution – Portfolio revision - Evaluation of portfolio – Sharpe’s ratio, Jensen’s alpha and Treynor’s ratio – Portfolio revision

Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications.

Avadhani, V.A. (2013). Security Analysis and Portfolio Management, New Delhi: Himalaya Publications

Fischer D.E. (2012). Security Analysis and Portfolio Management. Pearson Education

Madhumati, R.M. (2012). Investment Analysis and Portfolio Management. New Delhi: Pearson Education.

School of Business and Management

CHRIST (Deemed to be University)

Course Plan Undergraduate Programmes

SECTION I

Programme	Bachelor of Business Administration Finance and International Business
Academic Year	2023-24
Course Code & Name	BFIB441 Security Analysis and Portfolio Management
Course Type	Program Core
Semester	IV
Hours & Credits (1 Credit = 15 hours)	60 hours and 4 Credits
Course Anchor	Dr Arjun B.S
Course Facilitators at Bangalore, Central Campus
Course Facilitators at Bangalore, BGR Campus	Dr Deepika S R
Course Facilitators at Bangalore, Kengeri Campus
Course Facilitators at Delhi, NCR Campus
Course Facilitators at Yashwantpur Campus	Mr Shabarisha
Course Anchor & Faculty Contact information	Dr Arjun B.S arjun.s@christuniversity.in
Class Guidelines	All students are required to adhere to the norms of conduct as specified in the Class Guidelines Document of School of Business and Management. Students are expected to observe the discipline and maintain the decorum in the class. Students are encouraged to raise their queries, participate in the class and enhance the learning environment of the class. Students are further expected to submit their assignments and projects on time failing which, class attendance for class / internal assessment as the case may be of the concerned students would be negatively affected. Pre Reading from the assigned material for all the classes is compulsory. Separate note book for the subject is to be maintained by the student. A simple/normal calculator is to be carried by the student through out the time of all the classes. Student should copy the notes and learn the portions covered in the missed classes before the next class.
Course Description	This course is designed to cover basics of investments including various avenues of investments from individual and corporate perspectives. It also deals with the fundamentals of investments in securities along with the risk- return analysis. It also concentrates on valuation of securities, fundamental and technical analysis. This course also covers the portfolio theory, construction of portfolio, evaluation and revision of portfolio.
Course Objectives	To acquaint learners with the investment environment with the different investment options and their attributes To equip the students to perform the risk return analysis of securities To enable the learners to analyze the securities by applying fundamental and technical analysis To enable the learners to apply appropriate methods to value the securities To equip the students in constructing, evaluating and revising a portfolio.
Course Outcomes (CO)	CLO1 Distinguish among various investment avenues CLO2 Asses the risk-return for equity shares of the companies CLO3 Choose stocks of companies with the help of fundamental and technical analysis CLO4 Estimate the value of equity shares and bonds / debentures CLO5 Construct, Evaluate and Revise the portfolio of equity shares

Course Focus

Course Focus	Topic details (Mention the Unit number in brackets for each of the topics)
Domain Skills
Needs met	Local - Regional - National Unit I International Unit I, II, IV and VII
Cross Cutting Issues Addressed	Professional Ethics
SDG Goal	Financial Inclusion

Terminology**

Programme Learning Goals (PLGs)

Programme Learning Objectives (PLO)

Course Objectives (CO)

Course Learning Outcomes (CLO)

Revised Blooms Taxonomy Level (RBTL)

Continuous Internal Assessment (CIA)

End Semester Examination (ESE)

SECTION II

Syllabus Coverage

Module/ Unit /Topic number and title	Module/ Unit /Topic details (Topics under the unit)	Week (starting and end dates)	Hours per week	Teaching learning methods used)/ activities and or class trips/ dates for assessment	Resource/ Reference details
UNIT I: Introduction to Investment & Investment Avenues	Introduction Meaning of investment Comparison between Savings, Investment, Speculation and gambling Objectives of Investment - Factors influencing investment decisions Steps in and process of Investment Investment alternatives and avenues Real assets and Financial assets - company shares, debentures, Govt bonds, convertible securities, hybrid securities, fixed deposits, Gilt- edged securities, post office schemes, employee and public provident funds, ETFs, Mutual Funds, Real estate and Insurance schemes - Investment attributes - risk, return, security, marketability, liquidity and convenience	6th December to 23rd December	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT II Risk and Return Analysis	Risk and return - computation of return - concept of total risk, factors contributing to total risk, systematic and unsystematic risk - measurement of risk - Computation and interpretation of risk through standard deviation, coefficient of variation and Beta Use of beta in estimating returns concept and calculation of Covariance, Correlation Coefficient ( all theory and practical problems)	2nd January to 13th January	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT III Modern Portfolio Theory	Introduction Return on portfolio - Risk of portfolio - Portfolio theory - Approaches - Selection of Portfolio and Markowitz Efficient Frontier - Capital Asset Pricing model, Single index model, Arbitrage Pricing Theory, Capital Market Line and Security Market Line. Portfolio Construction Evaluation of portfolio Sharpes ratio, Jensens alpha and Treynors ratio Portfolio revision.	15th January to 10th February	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT IV Security Analysis	Introduction to security analysis - Fundamental analysis company, industry and economy analysis - Technical Analysis of stock - points and figures chart, bar chart, Indicators and Oscillators - ROC, RSI, Volume of Trade, Support and Resistance Level, Exponential Moving Average Analysis, MACD, Japanese Candlesticks	15th February to 8th March	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT V Valuation of Securities	Introduction to valuation Meaning and concept of value and valuation - Factors influencing value and valuation - Methods of equity valuation Intrinsic valuation Approach (Discounted cash flow method: Dividend capitalization model and Earnings capitalization model) Relative valuation approach: Multiplier method - Efficient Market theory Behavioural finance the Irrational influences	10th March to 24th March	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT VI Bond Valuation and Analysis	Introduction to bond Meaning, characteristics and types of bonds Bond returns Concept of yield Current yield Yield-to-Maturity Yield-to-Call - Price-yield relationship Bond valuation	4th April to 10th April	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill
UNIT VII Portfolio Management and Evaluation	Specification of Investment objectives and constraints Selection of Asset Mix Formulation of Portfolio Strategy Selection of Securities Portfolio execution Portfolio revision - Evaluation of portfolio Sharpes ratio, Jensens alpha and Treynors ratio Portfolio revision	11th April to 20th April	4	Teaching Methods Used: Lecture method Classroom Discussion Guest Speakers Case Analysis Debate encourages critical thinking News Paper articles PPT Videos Spreadsheet ICT Tools Used: Google Class Room Menti Meter Canva Blogs Spreadsheet	Punitavathi Pandian (2013), Security Analysis and Portfolio Management, New Delhi: Vikas Publications. Prasanna Chandra (2021), 6th Edition Investment Analysis and Portfolio Management. Tata McGraw-Hill

SECTION III

Mapping:

Course Outcomes	Programme Outcomes (please take up the strength mapping here; map your COs to POs at - : No alignment, 1: Low Alignment, 2: Moderate Alignment, 3: High alignment Please note PO=PLO)
Course Outcomes	PLO 1.1	PLO 1.2	PLO2.1	PLO2.2	PLO3.1	PLO3.2	PLO4.1	PLO4.2	PLO5.1	PLO5.2
Distinguish among various investment avenues							1
Asses the risk-return for equity shares of the companies							2
Choose stocks of companies with the help of fundamental and technical analysis								3
Estimate the value of equity shares and bonds / debentures								3
Construct, Evaluate and Revise the portfolio of equity shares								3

PLG : Problem Solving
PLO: 4.2a Identify alternative solutions 4.2b Recommend a feasible solution with justifications
Sl. No	Course Objectives	Parameters of PLO	Component of Assessment (including ESE)	Course Learning Outcomes (CLO)
1	To acquaint learners with the investment environment with the different investment options and their attributes	4.2a Identify alternative solutions 4.2b Recommend a feasible solution with justifications	CIA I,CIA II	Distinguish among various investment avenues
2	To equip the students to perform the risk return analysis of securities	4.1a Identify and analyse the business issues	CIA IA, CIA II	Asses the risk-return for equity shares of the companies
3	To enable the learners to analyze the securities by applying fundamental and technical analysis	4.2a Identify alternative solutions 4.2b Recommend a feasible solution with justifications	CIA II, CIA IIIA and ESE	Choose stocks of companies with the help of fundamental and technical analysis
4	To enable the learners to apply appropriate methods to value the securities	4.2a Identify alternative solutions 4.2b Recommend a feasible solution with justifications	CIA IIIB ESE	Estimate the value of equity shares and bonds / debentures
5	To equip the students in constructing, evaluating and revising a portfolio	4.2a Identify alternative solutions 4.2b Recommend a feasible solution with justifications	CIA IIIA, ESE	Construct, Evaluate and Revise the portfolio of equity shares

Assessment Outline

Component of Assessment	Description of the Assessment	Units covered	Maximum Marks	Weightage	Total Marks
CIA IA	Goal based Financial Planning	Unit 1	10	10%	10
CIA IB	Risk-Return Calculation using Excel	Unit 2	10	10%	10
CIA II (MSE)	MSE	Unit 1,2,3 and 4	50	50%	25
CIA IIIA	Virtual Trading (minimum 20 trades)	Unit 4	10	10%	10
CIA IIIB	MCQ	Unit 5 and 6	10	10%	10
Attendance					5
ESE	ESE	All Units	50		30
School Guidelines & Cohort guidelines applicable for the assessments	Minimum class attendance percentage for submission of assignments Submission of drafts for feedback Opportunities given for improvement Penalty for late/ non submission (As per the School/University policy) Plagiarism prevention guidelines (As per the School/University policy)	85% 5% of marks for each day of late submission

Mapping the Course Outcomes with the components of assessment

Course Outcomes		Components of assessment
Course Outcomes	CIA I A		CIA I B	CIA II	CIA III A	CIA III B	ESE
CO 1 Distinguish among various investment avenues	10						5
CO 2 Asses the risk-return for equity shares of the companies			10				5
CO 3 Choose stocks of companies with the help of fundamental and technical analysis					10		10
CO 4 Estimate the value of equity shares and bonds / debentures						5	15
CO 5 Construct, Evaluate and Revise the portfolio of equity shares						5	15

SECTION IV

CIA IA Details

Course Objectives	To acquaint learners with the investment environment with the different investment options and their attributes
Individual Assignment Details	Goal Based Financial Planning
Assignment description	The Goal-Based Financial Planning Assessment is designed to evaluate an individual's proficiency in developing comprehensive financial plans tailored to specific life objectives. This assessment aims to assess the candidate's ability to understand and analyze financial goals, create realistic and achievable plans, and provide strategic recommendations to meet those objectives. The assessment should cover key aspects of financial planning, including budgeting, investment strategies, risk management, and retirement planning, all with a focus on aligning financial decisions with specific life goals.
Submission mode	Google Classroom
Submission deadline	4th January
Individual/Group Assignment	Group Submission
Submission Guidelines	Word limit of the assignment Typed/Handwritten Typed with required infographics Front page details - Font, font size, margins, etc.

	Evaluation Rubric CIA IA
	PLG: Problem Solving
	PLO: Evaluate complex business issues and their implications Propose solutions for complex business problems to operate effectively in the dynamic business environment
	CLO: Distinguish among various investment avenues
	Maximum Marks (Converted to): 10 Marks
Criteria / Weightage*		(5)	(4)	(3)	(2)	(1)
CLO Distinguish among various investment avenues PLO 4.1: Evaluate complex business issues and their implications (RBTL5)	Goal Identification	Demonstrates exceptional ability to identify and prioritize both short-term and long-term financial goals with a high level of specificity and relevance.	Effectively identifies and prioritizes financial goals, demonstrating a good understanding of needs and aspirations.	Identifies financial goals but lacks some specificity or may not fully align with needs.	Goal identification is vague or lacks clarity, and may not fully align with needs.	Poor or insufficient identification of financial goals.
	Financial Analysis	Conducts a comprehensive and insightful financial analysis, considering income, expenses, assets, and liabilities. Provides a nuanced understanding the financial situation.	Conducts a thorough financial analysis, demonstrating a good understanding of key financial indicators.	Conducts a basic financial analysis but may overlook some important financial factors.	Financial analysis is limited and lacks depth or accuracy.	Poor or inadequate financial analysis.
CLO Distinguish among various investment avenues PLO 4.2: Propose solutions for complex business problems to operate effectively in the dynamic business environment (RBTL6)	Risk Assessment and Management	Develops robust strategies for risk assessment and management, showing a clear understanding of various risk factors and their impact on financial plans.	Effectively identifies and addresses risk factors in financial planning but may lack some depth or specificity.	Identifies some risk factors but may not provide comprehensive strategies for risk management.	Limited understanding and application of risk assessment and management principles.	Poor or no consideration of risk factors in financial planning.
	Investment Planning	Recommends highly effective and tailored investment strategies based on a thorough understanding of the client's risk tolerance, time horizon, and financial goals.	Recommends solid investment strategies aligned with the client's profile but may lack some depth or originality.	Recommends basic investment strategies but may not fully consider client preferences or risk tolerance.	Recommendations are generic or not well-aligned with the client's profile.	Poor or no consideration of investment strategies in the financial plan.

CIA IB Details

Course Outcomes	To equip the students to perform the risk return analysis of securities
Individual Assignment Details	Risk-Return Calculation using Spreadsheet
Assignment description	The Risk-Return Calculation Assessment is designed to evaluate an individual's proficiency in assessing investment risk and return, with a specific focus on the application of beta, covariance, and correlation coefficient. Students have to choose five companys (or will be assigned by the faculty members) and have to compute both risk and return through various techniques like variance, standard deviation, beta, covariance etc which are discussed in the class.
Submission mode	Google Classroom
Submission deadline	14th January
Individual/Group Assignment	Group
Submission Guidelines	Word limit of the assignment Typed/Handwritten - Front page details - Font, font size, margins, etc.

	Evaluation Rubric CIAIB
	PLG Problem Solving
	PLO Evaluate complex business issues and their implications Propose solutions for complex business problems to operate effectively in the dynamic business environment
	CLO Asses the risk-return for equity shares of the companies
	Maximum Marks (Converted to): 10
Criteria / Weightage*		(5)	(4)	(3)	(2)	(1)
CLO Asses the risk-return for equity shares of the companies PLO Evaluate complex business issues and their implications (RBTL5)	Beta Calculation	Demonstrates an exceptional ability to accurately calculate beta for Asset A and Asset B, providing detailed steps and assumptions.	Calculates beta accurately for both assets with minor errors or omissions.	Calculates beta with some errors or lacks clarity in the explanation.	Calculates beta with major errors, affecting the accuracy of results.	Fails to calculate beta or provides incorrect calculations.
	Covariance and Correlation Coefficient Calculation	Calculates covariance and Correlation Coefficient accurately, demonstrating a deep understanding of the formula and its implications.	Calculates covariance and Correlation Coefficient accurately with minor errors or omissions.	Calculates covariance and Correlation Coefficient with some errors or lacks clarity in the explanation.	Calculates covariance and Correlation Coefficient with major errors, affecting the accuracy of results.	Fails to calculate covariance or provides incorrect calculations.
CLO Asses the risk-return for equity shares of the companies PLO Propose solutions for complex business problems to operate effectively in the dynamic business environment (RBTL6)	Risk-Return Analysis	Provides a comprehensive risk-return analysis, integrating beta, covariance, and correlation coefficient insights effectively.	Provides a solid risk-return analysis with minor gaps or less detailed insights.	Provides a basic risk-return analysis with some important considerations missing.	Risk-return analysis is limited and lacks depth or accuracy.	Fails to provide a meaningful risk-return analysis.
	Clarity and Organization AND Use of Formulas and Concepts	Presents the document in a well-organized manner with clear labels and headings. AND Correctly applies relevant formulas and concepts throughout the assessment.	Presents the document in an organized manner, but may lack some clarity or structure. AND Applies most formulas and concepts correctly but may make minor errors.	Presents the document adequately but may lack organization, making it challenging to follow. AND Applies some formulas and concepts with major errors or omissions.	Document organization is poor and affects readability. AND Incorrectly applies key formulas and concepts, affecting the overall accuracy.	Document is disorganized and difficult to follow. AND Fails to apply relevant formulas and concepts.

CIA II Details

Course Outcomes	Choose the stocks of companies with the help of fundamental and technical analysis
Individual Assignment Details	Case Study
Assignment description	Case Study
Submission mode	NA
Submission deadline	NA
Individual/Group Assignment	Individual
Submission Guidelines	Word limit of the assignment Typed/Handwritten - Front page details - Font, font size, margins, etc.

Evaluation Rubric CIAII
PLG Problem Solving
PLO: Evaluate complex business issues and their implications PLO: Propose solutions for complex business problems to operate effectively in the dynamic business environment
CLOChoose the stocks of companies with the help of fundamental and technical analysis
Maximum Marks (Converted to): 15
Criteria / Weightage*	(5)	(4)	(3)	(2)	(1)
Identification core issues/problems of the case CLO -3 PLO 4.2	Identified exactly the issues and problems	Identified issues and problems of the case but not exactly	Not exactly Identified the issues and problems but something related to the problem	Partially Identified the issues and problems	Problem identified is irrelevant to the case
Appropriate method/technique used, Correct formula and correct answer CLO -3 PLO 4.2	Appropriate method(s) used and correct formula and correct answer	Appropriate method(s) used and correct formula but incorrect answer	Appropriate method(s) used, correct formula and answer is partially correct	The method is incorrect, correct formula used and correct answer	The method is incorrect, correct formula used and incorrect answer
Decision Criteria with proper explanation CLO -3 PLO 4.2	The decision taken is as per standard decision criteria, correct explanation given	The decision taken is as per standard decision criteria, somewhat correct explanation given	The decision taken is as per standard decision criteria, but not properly explained	The decision taken is not as per standard decision criteria, but correct explanation	The decision taken is not as per standard decision criteria, no explanation

CIA III Details

Course Outcomes	Choose stocks of companies with the help of fundamental and technical analysis
Individual Assignment Details	Virtual Trading
Assignment description	Students have to make informed investment decisions by combining fundamental and technical analysis by doing a virtual Trade in money Bhai platform. In this assignment, you will choose stocks from different companies based on a thorough evaluation of both fundamental and technical factors. And maintain and an excel sheet to record the various details of trade activities
Submission mode	Google Classroom
Submission deadline	10th March
Individual/Group Assignment	Individual
Submission Guidelines	Word limit of the assignment Typed/Handwritten Type Front page details - Font, font size, margins, etc.

	Evaluation Rubric CIAIIIA
	PLG4 Problem Solving
	PLO 4.1: Evaluate complex business issues and their implications PLO 4.2: Propose solutions for complex business problems to operate effectively in the dynamic business environment
	CLOChoose the stocks of companies with the help of fundamental and technical analysis
	Maximum Marks (Converted to):
	Criteria / Weightage*	(5)	(4)	(3)	(2)	(1)
CLO Choose stocks of companies with the help of fundamental and technical analysis PLO Evaluate complex business issues and their implications	Company Selection	Specific Reasons for selecting stocks, Quantity of the stocks	Partial details of Specific Reasons for selecting stocks, Quantity of the stocks	Lack of details of Specific Reasons for selecting stocks, Quantity of the stocks	Only one Specific Reasons for selecting stocks, Quantity of the stocks	Inadequate or No details of Specific Reasons for selecting stocks, Quantity of the stocks
	Fundamental Analysis	Conducts a comprehensive fundamental analysis of each company, considering key financial statements, ratios, and business fundamentals. Provides insightful commentary on industry trends and competitive advantages.	Conducts a solid fundamental analysis, covering essential financial metrics and providing relevant insights into business fundamentals.	Conducts a basic fundamental analysis with some key metrics, but may lack depth or insightful commentary.	Conducts a limited fundamental analysis, missing key metrics or providing inadequate insights.	Fails to conduct a meaningful fundamental analysis.
CLO Choose stocks of companies with the help of fundamental and technical analysis Propose solutions for complex business problems to operate effectively in the dynamic business environment	Technical Analysis	Performs a thorough technical analysis for each stock, utilizing various indicators, chart patterns, and historical data to identify trends and potential signals. Demonstrates a strong understanding of technical analysis concepts.	Performs a good technical analysis, using several indicators and historical data to identify trends and signals.	Performs a basic technical analysis, utilizing some indicators, but may lack depth or overlook important technical factors.	Performs a limited technical analysis, with major oversights or errors in the application of technical indicators.	Fails to perform a meaningful technical analysis.
	Integration of Analyses	Effectively integrates both fundamental and technical analyses to arrive at well-supported investment recommendations. Demonstrates a clear understanding of how each analysis contributes to the overall decision-making process.	Integrates fundamental and technical analyses to arrive at sound investment recommendations. May lack some depth or clarity in the integration process.	Integrates fundamental and technical analyses but with limited coherence or clarity in the overall decision-making process.	Attempts to integrate analyses but with significant gaps or inconsistencies in the decision-making process.	Fails to effectively integrate fundamental and technical analyses.

CIA IIIB (10 marks)

Assignment description:

Moodle based Quiz consisting of MCQs to test the basic concepts relating to the contents of Units 5, 6 and 7

Learning outcomes:

Estimate the value of equity shares and bonds / debentures

Evaluation Rubric/s:

20 objective type of questions each correct answer gets the marks

ESE Question Paper Pattern

Total Marks: 50
Duration: 2 Hours
Section	Number of questions	Total marks
Section A	3 questions with internal choice, each carrying 5 marks	15
Section B	2 questions with internal choice, each carrying 10 marks	20
Section C	Compulsory question Case Study	15

Prepared by:

Dr. Arjun B.S

Course Anchor

Signature:

Reviewed by:

Signature:

Approved by:

Signature:

Note:

Delete all information typed in red and the Blooms Taxonomy chart given below while submitting the course plan for AOL review