Analyzing the Risk Weighted Performance of Equity Mutual Funds

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Case Details:

Case Code : FINC058
Case Length : 27 Pages
Period : 1994-2008
Pub. Date : 2009
Teaching Note :Not Available
Organization : Morgan Stanley / IDFC / Taurus / DSPML Tiger / SBI Mutual Fund
Industry : Financial Services / Mutual Funds
Countries : India

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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.

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Preface

In January 1994, Morgan Stanley Mutual Fund (MSMF) launched the Morgan Stanley Growth Fund (MSGF). MSMF was sponsored by Morgan Stanley Asset Management India Private Limited (MSAM India), the Indian subsidiary of Morgan Stanley Group Inc (Morgan Stanley). MSGF, a closed-ended fund¹, could be redeemed only after 15 years, in January 2009. The fund was intended for retail investors with an investment objective of long-term capital appreciation. The company raised Rs 3 billion by issuing 300 million units at the rate of Rs 10 per unit. The liquidity for MSGF units was provided through listing on the Mumbai, Kolkata, Delhi, Chennai, and Ahmedabad Stock Exchanges.

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The fund primarily invested in equity and equity related instruments. However, the investments in equities were subjected to certain limitations as prescribed by SEBI² guidelines (Refer to Exhibit I for SEBI Guidelines).

Analyzing the Risk Weighted Performance of Equity Mutual Funds - Next Page>>

1] A closed-ended fund is a publicly traded investment like publicly traded company that raises a fixed amount of capital through an initial public offering (IPO). The fund is then structured, listed, and traded on a stock exchange. Closed-ended funds raise capital only once through an IPO issue by issuing a fixed number of shares to investors.

2] The Securities and Exchange Board of India (SEBI) is the top regulatory body of capital markets in India. It was established in 1992 in accordance with the Securities and Exchange Board of India Act 1992. The main objective of SEBI is to protect the interests of investors in securities by regulating the securities market and to promote the development of securities market. It frames rules and regulations for companies willing to enter stock markets.

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