Equity Funds

Fixed Income Funds for Specific Investment Horizon

The Reason Why .....

Picking up the right fund is one of the most crucial step that will define your investment success and thereby your financial goals. That being said, it is also one of the most overwhelming task in the whole process. Which is why, we built a Research Architectural Framework that allows us to scan over 1000 schemes and tailor it down to your requirements. As a first step, we run a quantitative check on the entire fund universe with an objective to rank the schemes from a return & risk perspective.

The table below explains the Research Methodology followed by us in choosing the funds.

With a well balanced approach of applying 30% weightage to Rolling Returns & and the rest to Risk adjusted Ratios, and thereby ranking the funds, we have demystified the maze and cleared the mist for you.

Post applying this methodology, we typically end up with about 100 - 125 funds, as the top ranked from each category. Honestly, the easiest thing for us to do is to recommend these schemes to you, as it would boast well from a historical stand point. But, we don't treat the statutory disclaimer from the regulator, 'Past Performance is no indicator of Future Performance', as just a disclaimer. We have it imbibed in our process. Hence, we walk an extra mile trying to find out what could potentially do well.

It begins with applying qualitative parameters such as AUM, Market Cap Break Up, Fund Manager Vintage, Expense Ratio, Exit Load, Credit Quality etc. Leading indicators such as YTM, Duration, and Sector Exposure also may be used from time to time for refining the fund selection process.

This makes us really stand out from the rest. Marrying the quantitative algorithmic process with the qualitative check run by humans - humans with decades of experience and expertise in the domain. Result is in the form of 20 - 25 schemes cherry picked for you. Some may have already done very well and 5 star rated by other agencies, some may not have. We are not just stopping by expecting you to believe what we have suggested. Instead, our analysts dived deep into these funds and have prepared a note that you would love to read.

Ratio Descriotion