Mutual Fund Mastery case studies, worked step by step

Cases
100
Traced to a firm
31
Topics
14
Hard
32
Topic
All topicsEquity research and stock pitches15Fund selection and due diligence9Debt fund credit decisions8Client portfolios and goal planning9Index funds, ETFs and passive6AMC and distribution economics6Performance review and attribution6Duration and rates positioning6Liquidity, redemptions and stress7Scheme design and product strategy7Compliance, risk limits and conduct6Valuing listed securities: IPOs, DCF and REITs5NAV operations and operational risk5Retirement, withdrawals and life events5
Level
AnyWarm upCoreHard
Source
AnyReported at a firmStandard
Showing 1–2 of 2 · filtered from 100Clear filters
  1. 005An investor will put Rs 25,000 a month into a Nifty 50 index fund and has three to choose from, each with a different expense ratio, tracking difference and fund size. Which does she pick?Index funds, ETFs and passiveWarm upPassive and index teamsProduct and strategy roles
  2. 057The bank ETF of Tejasvi Mutual Fund shows a 0.8% bid-ask spread and only Rs 40 lakh of daily volume, so a client calls it illiquid. Its 12 underlying bank stocks trade Rs 4,000 crore a day. Is the ETF illiquid, and how should the client place a Rs 30 lakh order?Index funds, ETFs and passiveWarm upPassive and index teamsProduct and strategy roles

Company names and figures are illustrative.