The US-64 Controversy

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This case study was compiled from published sources, and is intended to be used as a basis for class discussion. It is not intended to illustrate either effective or ineffective handling of a management situation. Nor is it a primary information source.

Case Details:


Case Code : FINC003 For delivery in electronic format: Rs. 200;
For delivery through courier (within India): Rs. 200 + Rs. 25 for Shipping & Handling Charges


Corporate scams/ Controversies
Case Length : 8 Pages
Period : 1990 - 2000
Pub. Date : 2002
Teaching Note : Available
Organization : UTI India
Industry : Financial Services
Countries : India


The case 'The US-64 Controversy' provides insight into the problems faced by the Indian mutual fund major UTI'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 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.


Mismanagement of US-64 portfolio, efforts to revive US-64, functioning of UTI


  Page No.
Can of Worms 1
Creating Trust 1
Distrust in Trust 2
Restoring the Trust 3
Dead End Scheme? 5


US-64 Controversy, Indian mutual fund, UTI, US-64, problems, fund, poor performance, restore, investor confidence, highlight, importance, portfolio management, mutual fund, stock markets, nexus, governments, UTI, investment, decisions, regulatory mechanism, financial institutions, highlighted

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