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
- 052Nishchint Mutual Fund wants to call a new conservative hybrid fund the Guaranteed Monthly Income Fund because it expects to pay a regular IDCW. What is wrong with the name and the promise, and how would you position the product instead?Product and strategy rolesIndian AMCs
- 068Setubandh Mutual Fund plans a mid cap index fund and an ETF at a 0.25% expense ratio, with fixed costs of Rs 1.5 crore a year for data, index licensing and operations. What AUM does it need to break even, and should the index fund or the ETF launch first?Passive and index teamsProduct and strategy roles
- 085A balanced advantage fund's model sets equity at 80% when market price to book is below 2.5 and 30% above 4.0, sliding in between. The backtest shows a worst drawdown of 18% against 38% for the index over 15 years. How much of that is real, and how would you test it before launch?Product and strategy rolesIndian AMCs
- 100A fund house's market share fell from 3.1% to 2.4% in three years while the industry grew. Its flagship slipped to the third quartile and its bank distribution partner moved to a rival. Diagnose the decline consulting-style and prioritise three fixes.Product and strategy rolesIndian AMCs
Company names and figures are illustrative.