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. 068Setubandh Mutual Fund plans a mid cap index fund and an ETF at a 0.25% expense ratio, with fixed costs of Rs 1.5 crore a year for data, index licensing and operations. What AUM does it need to break even, and should the index fund or the ETF launch first?Scheme design and product strategyCorePassive and index teamsProduct and strategy roles
  2. 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.