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Portfolio Management of CNX Midcap

This document provides an introduction to a project report on portfolio management of CNX Midcap companies in India. The objectives are to prepare an optimal portfolio from Midcap companies that provides maximum return for a given level of risk, conduct fundamental and technical analysis to determine target prices, and evaluate whether Midcap companies provide good returns. Both primary and secondary data sources are used, including government reports, company websites, stock price data, and theoretical models to analyze individual companies, industries, the economy, and create an efficient portfolio.

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Muthu Mani
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106 views2 pages

Portfolio Management of CNX Midcap

This document provides an introduction to a project report on portfolio management of CNX Midcap companies in India. The objectives are to prepare an optimal portfolio from Midcap companies that provides maximum return for a given level of risk, conduct fundamental and technical analysis to determine target prices, and evaluate whether Midcap companies provide good returns. Both primary and secondary data sources are used, including government reports, company websites, stock price data, and theoretical models to analyze individual companies, industries, the economy, and create an efficient portfolio.

Uploaded by

Muthu Mani
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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PORTFOLIO MANAGEMENT OF CNX MIDCAP COMPANIES Introduction:

I have been preparing the project report on Portfolio Management of CNX Midcap Companies with reference to value 2 money advisors private limited company, chennai on the basis of optimum portfolio preparation, fundamental analysis, and technical analysis, ratio analysis on year basis and quarterly analyse. The portfolio optimization is totally a calculative work. The basic methodology that I have undergone for this project is as follows: Problem Statement: The main objective is whether investment in CNX Midcap companies is more rewarding or not. And if securities are more rewarding, can it be possible to prepare portfolio from the Midcap companies. Objectives To prepare portfolio, which is barometer of market, provide maximum return at a given level of risk. To find out target price, based on technical and fundamental analysis, of securities included in portfolio. To discover the fundamental analysis tool to estimated the true value of a Securities. This price will be compared to the price at which the market players offer to sell or buy the securities, as it is overvalues or undervalued. To evaluate the CNX Midcap companies, whether they are given good return in selected portfolio or demanded by the customer in the market.

Research Design: Project is totally based on descriptive research. It is prepared on more structured way to find out problem question. Under such descriptive research I have gone through observational studies for technical analysis, calculative study for target price deciding and risk and return for optimum portfolio preparation Data Collection Method The data are collected from the primary (observation) and secondary sources. Source of Data Under Fundamental Analysis, economy analysis is made from surveys data, collected from ministry of finance. Industry analysis was carried form the various research report prepared by the government of India. The company analysis is done from a directors report as well as data disclosed on site www.kotak.com. Under Technical Analysis, various theoretical data are collected from www.leavittbrothers.com.While various charts are collected from

www.indibulls.com. For portfolio preparation, needs various prices of Midcap securities. Such prices are collected from historical data of www.nseindia.com. And after deriving such prices, for evaluating risk return trade-off, formulas are taken from Securities Analysis and Portfolio Management- Fischer Jordan.

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