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What is Investica's rating methodology for Mutual Funds?

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Investica gives ratings to each mutual fund based on their quantitative analysis of the fund's past performance and volatility. These ratings help investors select the right fund considering their investment capacity and risk appetite.

Investicas rating methodology is based on three factors

Factor Weightage given

Rolling returns

60%

Standard Deviation

20%

Asset Under Management (AUM)

20%

 For equity funds, the rolling returns are considered for a rolling period of 3 years with a minimum AUM of 100 crores. 

For debt funds, the rolling returns are considered for a rolling period of 1 year (in case of Liquid, Ultra Short, Low Duration, Money Market Schemes) and 3 years (for other debt schemes) with a minimum AUM of 500 crores. 



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