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Thumbnail image for product with reference number 119-0021-1
Compact case
Evaluation of Mutual Funds by Technical Analysis
Case
-
Reference no. 119-0021-1
Subject category: Finance, Accounting and Control
Authors: Ankit Rohilla (IBS Case Development Center); Manish Gupta (IBS Center for Management Research)
Published by: IBS Case Development Center
Published in: 2019
Length: 5 pages
Data source: Field research
Topics: Financial management; Ratio analysis; Money management; Professionally; Diversification; Liquidity; Affordability; Convenience; Flexibility and variety
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Abstract

This case is about the evaluation of mutual funds through technical analysis by an intern for HCL Infosystems Ltd. Some parameters were mentioned by the authors like market risk and fund volatility. In the company, the management was inclined to invest in debt funds. However, in mutual funds there are hybrid funds with combinations of equity and debts. The intern finds there is huge potential in other mutual funds that are hybrid in nature. Therefore, the readers of this case are expected to suggest two mutual funds - one a debt fund and the other an equity fund - with a weekly dividend pay-out.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Time period

The events covered by this case took place in 2014-2019.

Geographical setting

Region:
Asia
Country:
India

Featured company

HCL Infosystems Ltd
Industry:
IT enabled services
Thumbnail image for product with reference number 119-0021-8
Evaluation of Mutual Funds by Technical Analysis
Teaching note
-
Reference no. 119-0021-8
Subject category: Finance, Accounting and Control
Authors: Ankit Rohilla (IBS Case Development Center); Manish Gupta (IBS Case Development Center)
Published by: IBS Case Development Center
Published in: 2019
Length: 6 pages
Data source: Field research
View full details

About

Abstract

This case is about the evaluation of mutual funds through technical analysis by an intern for HCL Infosystems Ltd. Some parameters were mentioned by the authors like market risk and fund volatility. In the company, the management was inclined to invest in debt funds. However, in mutual funds there are hybrid funds with combinations of equity and debts. The intern finds there is huge potential in other mutual funds that are hybrid in nature. Therefore, the readers of this case are expected to suggest two mutual funds - one a debt fund and the other an equity fund - with a weekly dividend pay-out.

Teaching and learning

This item is suitable for undergraduate and postgraduate courses.

Settings

Time period

The events covered by this case took place in 2014-2019.

Geographical setting

Region:
Asia
Country:
India

Featured company

HCL Infosystems Ltd
Industry:
IT enabled services

Related

Thumbnail image for product with reference number 119-0021-8
Evaluation of Mutual Funds by Technical Analysis
Teaching note
-
Reference no. 119-0021-8
Subject category: Finance, Accounting and Control
Authors: Ankit Rohilla (IBS Case Development Center); Manish Gupta (IBS Case Development Center)
Published by: IBS Case Development Center
Published in: 2019
Length: 6 pages
Data source: Field research
View full details