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
- 003A debt fund is offered A-rated manufacturing bonds paying 250 basis points over AAA. With an assumed 3.5% three-year default rate and 35% recovery, does the spread pay for the risk, and what else must it pay for?Wellington ManagementLondon · 2021
- 031A credit fund holds NCDs in three real estate projects with different loan-to-value, interest cover and unsold inventory. Rates have risen 100 basis points. Rank the three exposures and say which you would cut.PIMCOMunich · 2024
- 065Samudrika Logistics has EBITDA of Rs 400 crore, net debt of Rs 1,600 crore (4.0x), interest of Rs 170 crore and trades at 9x EV/EBITDA. A hybrid fund can buy its 3-year bond at 9.6% or its equity. If EBITDA falls 20%, equity loses about 36% while the bond stays covered. Which instrument, and what would flip your answer?Fixed income desksEquity research at AMCs
- 089A fund lent Rs 150 crore through NCDs secured by promoter shares at 2.0x cover. The share price falls 45%, cutting cover to 1.1x, and the stock trades only Rs 12 crore a day. Invoke the pledge and sell, demand a top-up, or wait?Fixed income desksIndian AMCs
Company names and figures are illustrative.