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. 028A parent needs about Rs 91 lakh for college fees in 15 years and has Rs 6 lakh saved. What monthly SIP does she need, and how should the portfolio move from equity to debt in the final three years?Client portfolios and goal planningHardWealth and advisoryDistribution and sales
  2. 070Ritvik Sabharwal holds 70% of his Rs 2 crore net worth in his employer's listed shares, bought at an average Rs 180 against a market price of Rs 1,050. Plan a three-year diversification that balances tax on gains against concentration risk.Client portfolios and goal planningHardWealth and advisoryDistribution and sales

Company names and figures are illustrative.