Fund Management Grading

CRISIL Fund Management Grading provide investors with a powerful tool concerning investment processes and management practices of a scheme. It is a scheme level grading to assess the quality of investment processes and management practices in relation to the scheme's objectives. The emphasis is on the quality of the investment management team, investment strategies, and processes to determine the scheme’s ability to fulfil investment objectives consistently.

Grading Methodology
 

CRISIL’s assessment of the scheme being graded covers two broad parameters:

• Fund Management Assessment
• Performance Assessment

 

Fund Management Assessment
 

CRISIL’s Fund Management Grading looks at the following qualitative parameters:

• Organisation structure
• Investment team
• Investment decision-making process and discipline
• Client communication, transparency and disclosure

 

Performance Assessment
 

CRISIL will assess the scheme’s past performance (if any) over a sufficiently long time horizon as well as the performance of the other existing and past schemes managed by the investment team to assess their performance track record vis-à-vis the performance of the benchmarks and peer schemes.

 

For link to the methodology, please click here