Mutual Funds Solutions

We offer a comprehensive suite of cloud-based and on-premise solutions for mutual fund research, analysis, and portfolio tracking. These tools are powered by the proprietary MF database which contains performance and portfolio data of every scheme ever launched in India, along with industry data. These tools are extensively used by distributors, banks, wealth managers, IFAs, corporate treasuries for doing research, keeping track of client portfolios, customer reporting, management decision-making, and regulatory filings.

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ICRA Analytics brings over 20+years of expertise in mutual fund research and provides a wide range of cloud-based solutions

Solutions we provide

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A comprehensive suite of cloud-based solutions for mutual fund research

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The Mutual Fund Tracker helps users monitor their mutual fund portfolios, offering a range of

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Backed by over a decade of experience in research and analytics for mutual fund

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We serve the Indian BFSI segment with solutions, research, data, and analytics that

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Research

A comprehensive suite of cloud-based solutions for mutual fund research, powered by the proprietary MF database.

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Below are our product under Research:

MFI 360 Explorer

MFI360 Explorer is a unique, independent, insightful, and completely cloud-based mutual fund research solution that provides a 360-degree view of the

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Mutual Fund Tracker

The Mutual Fund Tracker helps users monitor their mutual fund portfolios, offering a range of reports that provide high-accuracy insights and alignment with regulatory

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Below are our products under Mutual Fund Tracker:

MF Tracker

Launched in 2019, this cloud-based application allows users to track clients’ portfolio with the advantage of real-time automatic transaction update.

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our team

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how we can support you.

Speak to our team

Let's discuss your needs and how we can support you.

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Customised Services

Backed by over a decade of experience in research and analytics for mutual fund and fixed income products, we offer comprehensive and customised services to AMCs for

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Below are our products under Customised Services:

Factsheet

We assist AMCs in creating factsheets, dashboards, and other deliverables required for compliance reporting. The necessary data, including portfolio

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Porduct Notes

We help clients create product notes tailored to their specifications within a minimum turnaround time. All necessary data, including portfolio details

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Performance Reports

A Performance Report or Scorecard is a report card that showcases a fund's performance in relation to its benchmark index and peers, as specified by clients

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Customised Ranking

A Customised Ranking Report has been developed using a digitised, customised, and simplified logic for the end-to-end ranking of mutual fund schemes. This logic

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Investor Education

Investor education is crucial for individuals participating in or considering participation in financial markets for wealth creation or preservation. We

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FMCA & Due Diligence

It provides investors with an independent opinion on the overall quality, governance process, operational processes, and fund management expertise of the

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Data Feeds & Web-Tools

We extract data such as NAV, dividends, fund manager names, AUM, load structure, expense ratio, scheme master, and more, and update it in our proprietary

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Newsletters

We develop newsletters based on client requirements. These newsletters are auto-generated and contain a variety of content, including financial updates

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our team

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Industry Wide Services

We serve the Indian BFSI segment with solutions, research, data, and analytics that are updated periodically, staying in sync with the latest market trends, changes, and

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Below are our products under Industry Wide Services:

Risk-o-Meter

In line with SEBI’s detailed guidelines for calculating the Risk-o-meter for MF schemes to promote transparency and accountability, we have developed

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Potential Risk Class Matrix (PRC)

SEBI, to foster transparency and accountability, issued detailed guidelines for the calculation of PRC for debt schemes. PRC is calculated on a daily

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Stress Testing

To foster transparency and accountability, SEBI issued detailed guidelines for stress testing calculation in debt and hybrid schemes.

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Scheme Summary Document

ICRA Analytics has developed a portal for Scheme Summary Document, which is now used by AMCs for filing offer documents of mutual funds.

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Prevention of Market Abuse

In line with SEBI notifications and AMFI’s recommended standards for preventing market abuse (including front-running, insider trading, and fraudulent

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FAQs

A mutual fund research platform is a system that provides access to fund data and research. It works by integrating historical and current data, enabling users to analyse schemes, monitor investments, and generate reports for decision-making and compliance.

These solutions provide structured research, performance data, and portfolio insights across all schemes in the market. It also provides industry level data. They help users evaluate funds, compare options, and track investments, enabling more informed decisions backed by reliable data and consistent analytics.

Analytics tools help evaluate funds based on various parameters like returns, risk metrics, portfolio composition, and peer comparison. By analysing these parameters together, users can identify funds that align with their investment objectives, risk tolerance, and time horizon. Apart from this, it also allows users to analyse performance of a fund manager.

Investment platforms track portfolio holdings, performance trends, and benchmark comparisons. They provide detailed reports and dashboards, helping users monitor changes, evaluate outcomes, and maintain alignment with investment strategies and regulatory requirements.

Beyond returns, the platform offers insights into risk metrics, asset allocation, credit quality, and investment style. It also supports portfolio analysis, giving a deeper understanding of what drives fund performance.

Yes, data feeds are available for integration into internal systems. These feeds provide structured data such as NAV, Returns, AUM, and portfolio details, enabling organisations to automate reporting, maintain internal databases, and streamline analytics workflows.

The platform covers the entire mutual fund universe in India, including all schemes launched historically. It includes category-level data, benchmark comparisons, and industry-wide insights, offering comprehensive coverage for research, tracking, and analysis.

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