The Mutual Fund Simulation, organized by Doon Business School (DBS) in Dehradun, is a challenging competition designed to test participants' financial acumen and investment strategy. Teams will step into the role of a fund management company, tasked with constructing and justifying a mutual fund portfolio based on a chosen investment objective. This simulation provides a practical platform to apply theoretical knowledge in real-world portfolio management scenarios.
Who Should Apply
This competition is ideal for individuals and teams eager to demonstrate their skills in investment analysis and portfolio construction. Participants will form teams of 1 to 3 members, collaborating to develop a robust and well-reasoned mutual fund strategy.
Tracks / Themes
The core theme revolves around mutual fund portfolio management. Teams can choose from various investment objectives, including Growth Fund, Value Fund, Sectoral Fund, Balanced Equity Fund, High-Risk High-Return Fund, or Dividend Fund. The challenge requires a deep understanding of stock selection, market dynamics, and risk-return trade-offs.
Format & Timeline
The simulation runs from April 14 to April 17, 2026. Teams are required to construct a portfolio of a maximum of 10 stocks, providing clear rationale for each selection based on financial and market-related factors. Comprehensive financial analysis, including metrics like Alpha, Beta, Sharpe Ratio, and Expected Return, must be presented. The competition culminates in a structured presentation of the mutual fund design, its objectives, stock list, weightage, justifications, and risk-return analysis. Judging will be based on the relevance and quality of stock selection, clarity of fund objective, depth of justification, accuracy of calculations, understanding of risk-return relationships, presentation quality, and originality.
Prizes
A substantial total cash prize pool of ₹10,00,000 (Ten Lakhs INR) will be awarded to the top three winning teams. This significant prize recognizes excellence in financial analysis and strategic portfolio management.
Eligibility
The competition is open to teams comprising 1 to 3 members. Participants are expected to adhere to all rules, including proper citation of data sources and clear disclosure of assumptions. Plagiarism will lead to immediate disqualification.
How to Apply
Interested teams must register for the Mutual Fund Simulation by the deadline of April 16, 2026. All submissions and presentations will be managed through the official competition platform.
