Evaluation of Mutual Funds by Technical Analysis

Code :FCF0025

Year :
2014 - 2019

Industry : Information technology enabled services

Region : India

Teaching Note:Available

Structured Assignment :Not Available

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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.


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Pedagogical Objectives:

  • Understand the basics of risk and return as well as mutual funds and their types.
  • Appreciate the importance of investing in hybrid mutual funds.
  • Delineate important information to discover the investment option with high returns on investment.
  • Apply the theoretical understanding of mutual funds as an investment instrument in practice using this case.


    Keywords :Financial management; Ratio analysis; Money Management; professionally; Diversification; Liquidity; Affordability; Convenience; Flexibility and Variety

    Contents :
    » INTRODUCTION
    » ABOUT THE COMPANY
    » ROHILLA’S OBSERVATIONS
    » FACING THE CHALLENGE
    » ASSESSMENT DAY


    Case Introduction >>


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