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
- 006A quick-service restaurant chain spends Rs 2.5 crore to open a store that earns Rs 4 crore of revenue at an 18% store-level margin. What is the payback, and how many stores a year can Rs 150 crore of operating cash flow fund?Equity research at AMCsGlobal asset managers
- 048A jeweller holds 180 days of gold inventory, half of it funded by gold metal loans. If gold rises 10%, what happens to its reported margin, its cash flow and its debt, and is the earnings jump worth paying for?Equity research at AMCsGlobal asset managers
- 056Vasantika Hotels has 3,000 rooms at an average rate of Rs 7,800 and 64% occupancy. If occupancy rises to 72% with 70% of the extra revenue reaching EBITDA, how much does EBITDA rise from a Rs 190 crore base, and what does that tell you about pitching the stock?Equity research at AMCsGlobal asset managers
- 082A fund holds an electricals company whose receivable days rose from 65 to 140 in two years, whose operating cash flow is 0.2 times EBITDA, and which sells 18% to related parties. Build the case to exit fully, and say what evidence would change your mind.Equity research at AMCsGlobal asset managers
Company names and figures are illustrative.