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 1–4 of 4 · filtered from 100Clear filters
  1. 004A 34-year-old has Rs 1 crore after tax from selling ESOPs, needs Rs 30 lakh for a home down payment in two years, has no emergency fund and a steady salary. How would you invest the money?Client portfolios and goal planningCoreNorthern TrustLake Forest · 2022
  2. 037A 41-year-old client wants to move Rs 20 lakh of his Rs 60 lakh portfolio into a technology sector fund that returned 45% last year. What do you recommend, and what are the risks and benefits of that recommendation?Client portfolios and goal planningCoreInvescoAtlanta · 2024
  3. 062Saptaparni Family Office has Rs 50 lakh of new money to allocate today across Indian equity (earnings yield 4.6%), a 10-year government bond yielding 7.1%, a short-term debt fund and gold. Where would you put it, and what would change your mind?Client portfolios and goal planningCoreNorthern TrustChicago · 2025
  4. 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

Company names and figures are illustrative.