Our state of art contemporary online, multi-class platform enables you to make online investments across Asset classes including Mutual funds, Insurance and Fixed deposits etc. in consort with the financial advice and guidance provided by Fundzline.
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The steppingstone of the process is to define the universe of all equity diversified funds (excluding sectorial and thematic) through a filter based of the vintage of the fund i.e. minimum history of 3 years and Assets under Management (AuM) i.e. minimum 200 Crore. For debt funds the vintage filter is of minimum 1 year and Assets under Management (AuM) of minimum 500 Crore.
Analysis based in key indicators like Sharpe Ratio, Sortino Ratio, Beta, and Standard Deviation determine the behaviour and performance of the funds over different rolling period. Analysis is based on portfolio characteristics and quality, performance of the funds across different market cycles, consistency on investment philosophy of the funds and philosophy of the fund houses.
The funds across categories are rated through an unbiased method based on Qualitative and Quantitative Analysis. The funds are ranked on the Qualitative and Quantitative scores. Funds scoring higher on both these aspects because of their quality and performance are the ones that ranked higher.
We endeavour to make your life easy in deciding the right funds you should consider for investing based on your profile and needs. Our team follows below given in-depth unbiased process to analyse funds on multiple parameters before assigning ranks to the funds.