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 1–4 of 4 · filtered from 100Clear filters
  1. 006A quick-service restaurant chain spends Rs 2.5 crore to open a store that earns Rs 4 crore of revenue at an 18% store-level margin. What is the payback, and how many stores a year can Rs 150 crore of operating cash flow fund?Equity research and stock pitchesWarm upEquity research at AMCsGlobal asset managers
  2. 056Vasantika Hotels has 3,000 rooms at an average rate of Rs 7,800 and 64% occupancy. If occupancy rises to 72% with 70% of the extra revenue reaching EBITDA, how much does EBITDA rise from a Rs 190 crore base, and what does that tell you about pitching the stock?Equity research and stock pitchesWarm upEquity research at AMCsGlobal asset managers
  3. 063In two lines and two minutes: Garudastra Aero makes aircraft components, has an order backlog of Rs 6,000 crore against Rs 1,500 crore of revenue, a 21% EBITDA margin and trades at 55 times earnings. Give the thesis and the one risk that breaks it.Equity research and stock pitchesWarm upSchrodersNew York · 2025
  4. 086A private wealth client asks your view on a tractor maker trading at 14 times earnings after a 30% fall on two weak monsoon quarters. Give a brief bull and bear case and a view in under two minutes.Equity research and stock pitchesWarm upNorthern TrustChicago · 2022

Company names and figures are illustrative.