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 1–3 of 3 · filtered from 100Clear filters
- 042Direct plans rise from 25% to 55% of an AMC's new equity flows. Direct plans charge 0.8% less, and the AMC stops paying that 0.8% as trail. What happens to the AMC's net revenue, to distributors and to investors?Product and strategy rolesDistribution and sales
- 058Shreyasi Mutual Fund's flagship equity fund grows from Rs 5,000 crore to Rs 25,000 crore. Using an illustrative slab schedule in which the expense ratio falls from 1.75% to about 1.25% as AUM grows (confirm the current SEBI slabs), how much do fees grow compared with AUM?Product and strategy rolesIndian AMCs
- 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?Distribution and salesWealth and advisory
Company names and figures are illustrative.