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.

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

In mid-2014, an investor was examining Federal Bank stock and its valuation. In order to fund her children’s educational savings for the future, the investor had been looking for high-growth but undervalued investment stocks. Based on her current market analysis, she had narrowed her search to Federal Bank Limited. Could Federal Bank be the undervalued stock that the investor was looking for? What would be the fair fundamental value of the bank? The .....more

Teaching note for product 9B17N005.

Instructor spreadsheet for product 8B17N005.

Student spreadsheet for product 9B17N005.

Teaching Note for product 9B16B019.