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Case
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Reference no. 102-024-1
Authors: A Mukund; K Subhadra
Published by: IBS Center for Management Research
Published in: 2002
Length: 9 pages
Data source: Published sources

Abstract

The case provides insight into the problems faced by the Indian mutual fund major United Trust India''s flagship scheme US-64. The case discusses in detail the problems that led to the fund''s poor performance and steps taken by UTI to restore the investor confidence and the efficacy of these steps. The case is aimed at MBA/PGDBA students as part of the finance elective curriculum. The case intends to highlight the importance of portfolio management for a mutual fund. The case explores in details the reasons behind the US-64 controversy and its implication on the stock markets. The students are expected to understand how the nexus between the various governments and UTI resulted in reckless investment decisions. Finally, the importance of having an adequate regulatory mechanism for the financial institutions is highlighted.
Location:
Industry:
Size:
Large
Other setting(s):
1995-1998

About

Abstract

The case provides insight into the problems faced by the Indian mutual fund major United Trust India''s flagship scheme US-64. The case discusses in detail the problems that led to the fund''s poor performance and steps taken by UTI to restore the investor confidence and the efficacy of these steps. The case is aimed at MBA/PGDBA students as part of the finance elective curriculum. The case intends to highlight the importance of portfolio management for a mutual fund. The case explores in details the reasons behind the US-64 controversy and its implication on the stock markets. The students are expected to understand how the nexus between the various governments and UTI resulted in reckless investment decisions. Finally, the importance of having an adequate regulatory mechanism for the financial institutions is highlighted.

Settings

Location:
Industry:
Size:
Large
Other setting(s):
1995-1998

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