Explore Crisil, a company of S&P GlobalFormerly known as Market Intelligence & Analytics
Formerly known as Market Intelligence & Analytics
Mutual Fund Research
Empowering asset managers, intermediaries and investors with data-driven insights to improve fund selection, risk management and investment strategies
We are a leading provider of research services for India’s mutual fund industry, which is constantly evolving and in need of in-depth research that can drive informed decision-making.
We are the go-to experts for top asset managers, financial advisors and investors for mutual fund research and actionable insights, combining extensive industry experience and advanced analytics.
Demand for rigorous fund evaluation and strategic insights has burgeoned in an investment landscape that is increasingly complex and has risks galore.
We provide investors and fund managers the confidence to navigate opportunities and mitigate risks. Be it optimising portfolio allocation, assessing fund performance or identifying market trends, our research serves as a trusted guide for making data-backed investment decisions.
Our research delivers unparalleled fund analysis, benchmarking and risk assessment by combining deep market intelligence with sophisticated methodologies.
Staying ahead requires a combination of expert-driven insights and robust analytical tools. Our mutual fund research services bridge the gap between raw market data and meaningful investment intelligence, enabling stakeholders to make confident, forward-looking decisions.
By leveraging our deep industry knowledge and advanced analytics, we transform market complexities into investment opportunities, equipping financial leaders with the clarity to navigate uncertainties and achieve sustainable growth.
Why Crisil Mutual Fund Research?
Portfolio Optimisation
We help gain timely insights to capitalise on market trends and optimise your portfolio.
Enhanced risk management and portfolio resilience
Our research includes extensive risk assessment analysis to help investors build resilient portfolios.
Drive smarter, data-backed investment decisions
With precision and objectivity, we empower investors with data-driven insights to make informed decisions.
Competitive edge in fund selection
Not all funds are created equal. We help investors identify high-quality mutual funds through rigorous evaluation.
Our Solution Components
Our methodology for Crisil Mutual Fund Ranking (CMFR) is based on global best practices. CMFR was launched in June 2000 and since then has gained high acceptance among investors, intermediaries and AMCs.
CMFR covers various categories across equity, debt and hybrid asset classes. Unlike ranking models 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, considering 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 refer to the ranking methodology document.
Customised rankings are provided to wealth management, private banks 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 categories shortlisted by the client, who then receives monthly or quarterly rankings based on mutually defined methodology and criteria.
Information and intelligence are crucial to the marketing activities of any organisation and outreach reports are a key medium in this dissemination loop. They ensure brand recall 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 focus on their core competencies.
Crisil is a leading information provider to the Indian mutual fund industry and offers extensive data on ULIPs, PMS and AIFs. Crisil supports AMCs, insurance companies, PMS and AIF firms, financial intermediaries, fintech companies and data platforms by delivering reliable data and analytical insights through various channels.
With a dedicated team focused on enhancing the quality of primary and secondary data, Crisil ensures the highest standards of accuracy and data integrity.
Our customised research services - Mutual Fund Tracker, Asset Manager Due Diligence and Qualitative Scheme Research - are best suited for AMCs, distributors and wealth managers.
Mutual Fund Tracker - AMCs can track their scheme's monthly performance on the CMFR parameters vis-a-vis a defined peer group. AMCs can subscribe to the ‘Mutual Fund Tracker’ and use it to improve performance and risk evaluation continuously.
Asset Manager Due Diligence - We provide asset managers (mutual funds, PMS and life insurance) with an in-depth assessment of key departments such as investment, risk and operations. We also offer independent opinions on investment and risk functions of the asset manager, through detailed review of policies, processes and management meetings.
Qualitative Scheme Research - We provide in-depth analysis of mutual fund schemes. The report analyses the fundʼs investment and asset allocation strategy and evaluates its portfolio against risk parameters such as credit, liquidity, interest rate and concentration. The report also analyses risk-adjusted performance across time frames to identify the source of returns for the fund manager.
