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 41–48 of 48 · filtered from 100Clear filters
  1. 081A client wants to put Rs 5 lakh of his Rs 20 lakh portfolio into a new manufacturing theme fund. His flexi cap fund already has 34% in the same sectors, and the switch would lift that to about 50%. Should the NFO money go in?Fund selection and due diligenceCoreFund research and ratingsDistribution and sales
  2. 088A distributor has Rs 18,000 crore of AUM earning 0.65% trail, 900 relationship managers costing Rs 9 lakh each a year and Rs 20 crore of other costs. What AUM does each manager need to break even, and what happens if trail is cut by 10 basis points?AMC and distribution economicsCoreDistribution and salesWealth and advisory
  3. 091A focused fund of 30 stocks returned 18% a year against 15% for a diversified peer over five years, but three stocks contributed 60% of the excess. Is this repeatable skill or concentrated luck, and how would you tell?Performance review and attributionCoreFund research and ratingsDistribution and sales
  4. 093A hybrid fund considers units of an office REIT: net operating income Rs 1,200 crore, cap rate 7.5%, debt Rs 4,000 crore, 100 crore units trading at Rs 118. What is NAV per unit, and what does occupancy falling from 90% to 78% do to it?Valuing listed securities: IPOs, DCF and REITsCoreInvescoNew York · 2025
  5. 094A Rs 50 lakh portfolio started at 60/40 equity-debt; after equity rose 60% and debt 7% over two years it sits near 69/31, outside a 5-point band. How much must move, and how can a Rs 60,000 monthly SIP do the work with minimal tax?Client portfolios and goal planningCoreWealth and advisoryDistribution and sales
  6. 096A 65-year-old has Rs 50 lakh. An annuity at 7% pays Rs 29,167 a month for life with no capital returned. An SWP of the same amount lasts indefinitely if the portfolio earns 7.5% but runs out at about 90 if it earns 5%. How would you split the money?Retirement, withdrawals and life eventsCoreWealth and advisoryDistribution and sales
  7. 097An exam-prep subscription company has a customer acquisition cost of Rs 1,800, annual revenue per learner of Rs 3,200 at 65% gross margin, and 55% of learners renew each year. Does it have a competitive advantage and barriers to entry, and can its revenue growth last?Equity research and stock pitchesCoreMorningstarAnonymous interview candidate in · 2023
  8. 100A fund house's market share fell from 3.1% to 2.4% in three years while the industry grew. Its flagship slipped to the third quartile and its bank distribution partner moved to a rival. Diagnose the decline consulting-style and prioritise three fixes.Scheme design and product strategyCoreProduct and strategy rolesIndian AMCs

Company names and figures are illustrative.