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. 021During a sharp gold rally, an AMC's gold ETF trades 2.1% above its indicative NAV. A client wants to buy Rs 5 lakh through the exchange today. What is the price doing, what does he lose if the premium closes, and what are the alternatives?Index funds, ETFs and passiveCorePassive and index teamsProduct and strategy roles
  2. 071Shantam Mutual Fund's low volatility index fund backtested at 15.1% a year against 13.2% for the parent index, with lower volatility, but in three live years it lags by 1.8% a year and holds 38% in consumer staples. Is the factor broken, or is this what the strategy looks like?Index funds, ETFs and passiveCorePassive and index teamsProduct and strategy roles

Company names and figures are illustrative.