Mutual Fund Scoring and Ranking

A scoring system designed to offer you a holistic picture of your mutual funds’ performance

Browse Mutual Funds by Category

Featured List

Disclaimer

The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.

What is 1 Finance Score?

1 Finance scores involve a thorough evaluation and comprehensive analysis of various key parameters to assess all equity, debt, hybrid, and large-cap index open-ended mutual fund schemes in India with a track record exceeding one year. Each fund is assigned a score on a scale from 0 to 100 based on the evaluation of all associated factors. Here's an overview of our scoring system.

75 - 100High

50 - 75Medium

0 - 50Low

Scoring Parameters

In order to rank the mutual fund schemes, we take into account fundamental ratios for assessing risk-adjusted investment returns.Additionally, we incorporate the historical performance of funds previously managed by the fund manager, as well as the category of the funds they managed.

Our methodology

Mutual funds are just one component of your holistic financial planning. Reflect on your financial behaviour and chart a path towards a balanced financial strategy.

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Frequently Asked Questions

Does the 'Mutual Fund Featured List' serve as a recommendation?

No, the 'Featured Mutual Fund' list is not a recommendation. It serves as a helpful guide designed for individuals who feel overwhelmed by the extensive range of over 8000 mutual fund choices. If you're uncertain about selecting funds from numerous categories, you might find value in investing in a mutual fund scheme suggested within the featured list. These options are thoroughly researched, financially robust, and can be considered as part of your overall financial plan.

How can I analyse my current Mutual Fund portfolio on 1 Finance?

To analyse your existing mutual fund portfolio, you can follow these steps:

Use 1 Finance search engine to find your mutual fund scheme.

Each scheme is assigned a score, with 75 and above indicating a favourable investment choice.

Examine the 'Strengths and Weaknesses' section for an in-depth evaluation of the scheme's quality.

Review 'Who should invest' and 'Who should avoid' sections to match your financial goals and risk tolerance.

For a comprehensive analysis, consult a 1 Finance Qualified Financial Advisor (QFA) via the 1 Finance app.

How to begin investing in Mutual Funds?

To start investing in mutual funds, you have several options. If you already have a mutual fund portfolio, you can continue investing through your existing platform. Alternatively, you can directly purchase funds from asset management companies' websites. Centralised platforms also provide mutual fund services for your convenience.

Can I seek advice only for Mutual Funds from 1 Finance?

No, at 1 Finance, our advisory services are not limited to mutual funds alone. Our Financial Wellness Plan takes a comprehensive approach to your financial disposition. We analyse various factors including assets, liabilities, income generation profile, psychological attitude towards money, and existing asset allocation patterns. Our belief in holistic financial planning ensures your overall financial well-being.

Why was the Featured List for Mutual Funds created?

In a vast mutual fund landscape comprising over 8000 schemes and options, assessing each one individually is a daunting task. Our approach involves meticulous research to provide you with a thoughtfully curated selection. The chosen categories help align funds, making your investment decisions more informed.Why these categories?

Large Cap Index Funds: We prioritise large cap index funds due to their track record of consistent performance and cost-effectiveness. These funds have consistently outperformed actively managed counterparts while maintaining lower costs. Opting for large cap index funds is a rational choice, especially for those targeting the large cap segment.

Flexicap Funds: Among actively managed funds, the flexi cap category stands out. It empowers fund managers with flexibility in allocating investments across large cap, mid cap, and small cap stocks. This freedom sets it apart from other mutual fund categories. Our featured list includes flexi cap funds to provide investors with exposure to a diverse range of market opportunities.