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 1–7 of 7 · filtered from 100Clear filters
  1. 011A mid-sized AMC must choose its next launch: a defence theme NFO that distributors are asking for, or a multi-asset fund. It already runs two thematic funds and has no multi-asset fund. Which launch, and how do you justify it to the board?Scheme design and product strategyCoreNuveenLondon · 2023
  2. 025An AMC wants an ESG equity fund. Its exclusion list removes 18% of benchmark weight and raises expected tracking error to 3.1%. Design the investment thesis for a long-only manager, and show how you would stop the fund becoming a label on an ordinary portfolio.Scheme design and product strategyHardNeuberger BermanNew York · 2025
  3. 040An AMC runs 38 schemes; 11 have under Rs 200 crore of AUM and 6 of those overlap heavily with a larger sibling. Recommend which to merge, close or promote, and what each choice costs investors and the AMC.Scheme design and product strategyCoreVanguardMalvern · 2023
  4. 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?Scheme design and product strategyWarm upProduct and strategy rolesIndian AMCs
  5. 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?Scheme design and product strategyCorePassive and index teamsProduct and strategy roles
  6. 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?Scheme design and product strategyHardProduct and strategy rolesIndian AMCs
  7. 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.Scheme design and product strategyCoreProduct and strategy rolesIndian AMCs

Company names and figures are illustrative.