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 1–5 of 5 · filtered from 100Clear filters
  1. 016A 58-year-old client has just lost her husband. She receives Rs 1.4 crore of insurance, holds Rs 60 lakh in funds and needs Rs 70,000 a month. How do you approach the first meeting, and what do you do with the money in the first six months?Retirement, withdrawals and life eventsCoreVanguardScottsdale · 2025
  2. 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
  3. 055Rohini Bhagwat, 55, has Rs 1.1 crore, 85% in equity, and retires at 60. Draw her de-risking schedule and show what a 35% equity fall at 59 does to her corpus with and without the glide path.Retirement, withdrawals and life eventsCoreWealth and advisoryDistribution and sales
  4. 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
  5. 096A 65-year-old has Rs 50 lakh. An annuity at 7% pays Rs 29,167 a month for life with no capital returned. An SWP of the same amount lasts indefinitely if the portfolio earns 7.5% but runs out at about 90 if it earns 5%. How would you split the money?Retirement, withdrawals and life eventsCoreWealth and advisoryDistribution and sales

Company names and figures are illustrative.