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 1–9 of 9 · filtered from 100Clear filters
  1. 004A 34-year-old has Rs 1 crore after tax from selling ESOPs, needs Rs 30 lakh for a home down payment in two years, has no emergency fund and a steady salary. How would you invest the money?Client portfolios and goal planningCoreNorthern TrustLake Forest · 2022
  2. 018An advisory firm has two clients with Rs 40 lakh each: a 29-year-old saving for retirement and a 52-year-old who needs Rs 25 lakh for a daughter's wedding in three years. Using one menu of five funds, build both portfolios and explain why they differ.Client portfolios and goal planningWarm upVanguardMalvern · 2024
  3. 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
  4. 037A 41-year-old client wants to move Rs 20 lakh of his Rs 60 lakh portfolio into a technology sector fund that returned 45% last year. What do you recommend, and what are the risks and benefits of that recommendation?Client portfolios and goal planningCoreInvescoAtlanta · 2024
  5. 049A client has Rs 3 lakh of surplus. Her home loan costs 9.2% and an equity fund might earn 11% with volatility. Where does the next rupee go: prepay the loan or add to her SIP?Client portfolios and goal planningWarm upInvescoDallas · 2023
  6. 062Saptaparni Family Office has Rs 50 lakh of new money to allocate today across Indian equity (earnings yield 4.6%), a 10-year government bond yielding 7.1%, a short-term debt fund and gold. Where would you put it, and what would change your mind?Client portfolios and goal planningCoreNorthern TrustChicago · 2025
  7. 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
  8. 084A freelance designer earns between Rs 40,000 and Rs 1.2 lakh a month, with average expenses of Rs 45,000. Design his emergency buffer and investing rule so that a bad month never forces him to sell equity.Client portfolios and goal planningWarm upWealth and advisoryDistribution and sales
  9. 094A Rs 50 lakh portfolio started at 60/40 equity-debt; after equity rose 60% and debt 7% over two years it sits near 69/31, outside a 5-point band. How much must move, and how can a Rs 60,000 monthly SIP do the work with minimal tax?Client portfolios and goal planningCoreWealth and advisoryDistribution and sales

Company names and figures are illustrative.