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Moneycontrol.com >> Mutual Funds >> Top Rated Funds >> Methodology
MONEYCONTROL'S FUND RATING
What is Moneycontrol Fund Rating?

Moneycontrol Rating is a toolkit to measure the consistency of performance of funds and is purely quantitative. The rating gives a quick summary of how a fund has performed historically relative to its peers. Investors are cautioned that past performance is not indicative of the future performance of the fund.

How Funds are rated?

Moneycontrol scores reflect fund's historical total return performance relative to peers. The returns though adjusted for dividends and bonus, are not adjusted for loads.

Moneycontrol does not rate a fund with less than 12 months performance track record. Each category must have a minimum of 5 funds for it to be rated. Moneycontrol does not rate Index funds and Institutional Plans.

Moneycontrol believes that a larger size helps funds remain stable. Hence, only AMCs with assets size within the top 99% of the total assets managed by the mutual fund industry, and funds managing assets within the top 99% of the total assets managed by its peer group, qualify for the rating.

Calculation & Scoring

The overall calculation is based on sum of percentile ranks for total return metrics over 3 months, 6 months, 1 year, 2 years, and 3 years periods (as applicable) with maximum weightage given to the 1-year returns. The scores are subject to change every month.

The resulting scores are converted into ranks and the rating is assigned as per the following distribution:

Top 10%
Next 22.5%
Middle 35%
Next 22.5%
Bottom 10%

न्यूज़ फ़्लैश

  • SBI / CANARA BANK / ICICI Bk : Essar Steel रेजोल्यूशन 16 दिसंबर तक पूरा संभव
  • INDIA GLYCOL / RIL : Mono Ethylene Glycol पर एंटी डंपिंग ड्यूटी संभव
  • HERO MOTOCORP : फरवरी तक BS-VI गाड़ियां लॉन्च करेगी: सूत्र
  • DIXON TECH / AMBER ENT : इलेक्ट्रॉनिक प्रोडक्ट मैन्यूफैक्चरिंग करने वाले एक्सपोर्टर्स को बड़ी रियायत जल्द
  • CATEGORY: AFFORDABLE HOUSING : Raheja Vistas (Hyderabad), K Raheja Corp
  • CATEGORY: AFFORDABLE HOUSING : Fortune Township (Kolkata), Fortune Realty
  • CATEGORY: MID HOUSING : Ozone (Kolkata), Srijan Realty
  • CATEGORY: MID HOUSING : The Trees (Mumbai), Godrej Properties
  • CATEGORY: LUXURY HOUSING : Hiranandani Atlantis (Mum), Hiranandani Group
  • CATEGORY: LUXURY HOUSING : Riviera Blues (Ahmedabad), Goyal And Company

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