Mutual Fund Ranking

Our methodology for Crisil Mutual Fund Ranking (CMFR) is based on global best practices. It was launched in June 2000 and since then it has gained high acceptance among investors, intermediaries and asset management companies. 

CMFR covers various categories across equity, debt and hybrid asset classes. Unlike most other ranking models, which are based purely on returns or net asset value (NAV), CMFR uses a combination of NAV and portfolio-based attributes for evaluation. This provides a single point analysis of mutual funds, taking into consideration key parameters such as risk-adjusted returns, asset concentration, liquidity and asset quality. 

The ranks are assigned on a scale of 1 to 5, with Crisil Fund Rank 1 indicating 'very good performance'. In any peer group, the top 10 percentile of funds are ranked as Crisil Fund Rank 1 and the next 20 percentile as Crisil Fund Rank 2. For further details, please check the ranking methodology document.

Customised Mutual Fund Rankings

Customised Mutual Fund Rankings are provided to wealth management, private banking and advisory firms. The benchmarking of Indian mutual fund schemes is based on a combination of qualitative and quantitative parameters. The customised rankings are based on the fund houses and fund categories shortlisted by the client, who then receives monthly or quarterly rankings based on mutually defined methodology and criteria.

Mutual Fund Tools

Crisil's desktop tools aid in mutual fund research, wealth management, and financial planning.

PF Analytics

Being in the business of providing Valuation and Benchmarking services, Crisil launched Portfolio Analysis and Valuation Services for Retirement Funds. As an independent third party, Crisil lends greater credibility and transparency to the process of portfolio evaluation. It also equips investment managers with a better understanding of investment alternatives and risk mitigation.

Services under Portfolio Analysis and Valuation Services include:
 

• Review of  retirement funds’ portfolio
  
  • Performance benchmarking
  • Pay-out sustainability analysis
  • Analysis of exposure to credit risk
    
  • Asset-liability management
  • Interest rate sensitivity analysis
• Valuation of retirement funds’ portfolio
  
• Investment policy compliance
  

Treasury Analytics

Corporates can obtain in-depth third-party evaluation of their investment portfolio with our Investment Portfolio Evaluation Services. This considers various risk-related parameters such as credit, interest rate, concentration, and liquidity of portfolios, on a quarterly or ongoing basis.

Services encompasses:
 

• Investment research for selection of Asset Management Companies and mutual fund schemes
  
• Analysis of debt oriented schemes and fixed income securities, including bank fixed deposits, involving both pre-investment and post-investment evaluation
  
• Comprehensive evaluation of portfolios on a quarterly basis
  
• Performance benchmarking
  
• Investment policy compliance
  
• Valuation of investments in the treasury portfolio
  

Outreach Reports

Information and intelligence are crucial to the marketing activities of any organisation, and outreach reports are a key medium in this dissemination loop. They act to ensure brand recall by customers, and help relationship managers to streamline investor communication. Crisil’s experienced and specialised team is adept at providing reports bespoke to the requirement, enabling wealth managers to concentrate on their core competencies.

Mutual Fund Database

One of the largest information providers to the Indian mutual funds industry, Crisil assists AMCs, financial distributors, especially new entrants, in sourcing data and analysis content for their website. Crisil's dedicated team continuously improves the quality of primary and secondary data, and ensures the highest level of data accuracy.

The mutual fund data captured by Crisil is listed in the table below: 
 

Mutual Fund Customised Services

Our customised research services - Mutual Fund Tracker, Asset Manager Due Diligence and Qualitative Scheme Research - are best suited for AMCs, distributors, and wealth managers.