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
Showing 1–4 of 4 · filtered from 100Clear filters
- 026A balanced advantage fund returned 11.4% a year against 12.9% for its benchmark, but with 8% volatility against 11%. Which is the better risk-adjusted result, and what would you tell a client who only sees the lower return?Fund research and ratingsDistribution and sales
- 060From a data pack on Himalika Mutual Fund's flexi cap fund: it lagged its benchmark by 1.6% last year; sector allocation added 0.8%, stock selection cost 2.1% and cash drag 0.3%. Write the three-minute review for the investment committee and say what you would ask the manager.Fund research and ratingsDistribution and sales
- 077A value fund has lagged its benchmark by 4% a year for three years, but its downside capture is 70% and upside capture 85%. A platform wants to drop it. When would it be expected to win, and would you keep it?Fund research and ratingsDistribution and sales
- 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?Fund research and ratingsDistribution and sales
Company names and figures are illustrative.