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. 023An AMC has average AUM of Rs 60,000 crore earning a blended 0.55% after distribution costs, and operating costs of Rs 190 crore. What is its operating profit, and what happens to it if markets fall 20%?AMC and distribution economicsWarm upProduct and strategy rolesIndian AMCs
  2. 076Two fund houses each manage Rs 1 lakh crore. One is 70% debt, the other 70% equity. Compare their revenue, and show what a 20% fall in equity markets does to each.AMC and distribution economicsWarm upProduct and strategy rolesIndian AMCs

Company names and figures are illustrative.