In April 2024, an Indian retail investor was pondering over his investment portfolio, which consisted mainly of traditional fixed income instruments and cash equivalents. The investor wanted to diversify some of his incremental surplus cash toward equity mutual funds, hoping to achieve higher risk-adjusted returns. Based on his risk appetite level and investment goals, he selected five open-ended small cap mutual funds: HDFC Small Cap Fund, Quant .....more

Teaching note for product W49075.

Instructor Spreadsheet to accompany product W49076.

Student Spreadsheet to accompany product W49075.

Instructor spreadsheet for product 8B17N016.

Teaching note for product 9B17N016.

In early 2016, Naresh Jain was busy looking at various rental properties on popular real estate listing websites. Because of a sudden downturn in business conditions and an immediate need for money, Jain’s landlord wanted to sell the property and therefore had asked Jain to vacate the premises within 30 days. Jain had been living in the spacious, two-bedroom apartment in North West Delhi for the past five years as it was within a reasonable commuting .....more

Teaching Note for product 9B16B019.

Teaching note for product 9B16N062.

Instructor Spreadsheet for product 8B16N015.