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
- 002A wealth platform must put one flexi cap fund on its recommended list. Fund A has the best five-year return but a new manager, Fund B has a long record and lower risk, and Fund C is cheap but moves almost exactly with the index. Which goes on the list?Fund research and ratingsDistribution and sales
- 024The manager who ran a Rs 12,000 crore large and mid cap fund for 11 years, adding 3.5% a year over the benchmark, resigns; the successor has a four-year record at a smaller fund with 1.2% a year. A client holds Rs 45 lakh in the fund with Rs 18 lakh of unrealised gains. Hold, watch or exit?Fund research and ratingsDistribution and sales
- 059Kalindra Advisors is choosing between two value funds that both show a 14.5% 5-year CAGR. Fund X beat its benchmark in 58% of 3-year rolling windows, by wide margins; Fund Y in 81%, by narrow margins. Which suits a first-time investor who will judge the fund after two years?Fund research and ratingsDistribution and sales
- 081A client wants to put Rs 5 lakh of his Rs 20 lakh portfolio into a new manufacturing theme fund. His flexi cap fund already has 34% in the same sectors, and the switch would lift that to about 50%. Should the NFO money go in?Fund research and ratingsDistribution and sales
Company names and figures are illustrative.