| Mutual Fund Evaluation Framework: The Investment Dilemma |
| 作者姓名：Varun Dawar, Arit Chaudhury |
| | 商品編號：W49075 |
| 出版日期：2026/05/25 | 內容長度：8 頁 |
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
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| Mutual Fund Evaluation Framework: The Investment Dilemma – Teaching Note |
| 作者姓名：Varun Dawar, Arit Chaudhury |
| | 商品編號：W49076 |
| 出版日期：2026/05/25 | 內容長度：18 頁 |
Teaching note for product W49075.
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| Mutual Fund Evaluation Framework: The Investment Dilemma – Instructor Spreadsheet |
| 作者姓名：Varun Dawar, Arit Chaudhury |
| | 商品編號：W49077 |
| 出版日期：2026/05/25 | 內容長度：62 頁 |
Instructor Spreadsheet to accompany product W49076.
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| Mutual Fund Evaluation Framework: The Investment Dilemma – Student Spreadsheet |
| 作者姓名：Varun Dawar, Arit Chaudhury |
| | 商品編號：W49078 |
| 出版日期：2026/05/25 | 內容長度：71 頁 |
Student Spreadsheet to accompany product W49075.
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