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
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  1. 035A 60-year-old retires with Rs 1.5 crore earning 8.5% and withdraws Rs 90,000 a month, rising 6% a year. How long does the money last, and how much sooner does it run out if the first two years return minus 15% and minus 5%?Retirement, withdrawals and life eventsHardWealth and advisoryDistribution and sales
  2. 074The Vidyadhara Scholarship Trust has a Rs 10 crore corpus and must spend 5% a year on scholarships, with costs rising 6% a year. What return must it earn to keep the corpus intact in real terms (about 11.3%), how much equity does that need, and what spending rule protects scholarships in a bad year?Retirement, withdrawals and life eventsHardWealth and advisoryDistribution and sales

Company names and figures are illustrative.