Mutual Fund

We offer a comprehensive suite of cloud-based and on-premise solutions for mutual fund (MF) research, analysis, and portfolio tracking. These tools are powered by the proprietary MF database, containing performance and portfolio data of every scheme ever launched in India, together 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 has over 14+ years of experience in valuation of debt securities and structured products

MF Research
MF Tracker

MF Research

MFI360 Explorer from ICRA Analytics is a unique, independent, insightful, and completely cloud-based mutual fund research solution that gives a 360-degree view of the Indian mutual fund industry.

MFI360 Explorer provides research and analysis at fund, AMC, and industry levels. Our curated reports provide unique and deep insights. ICRA Analytics pioneered mutual fund research in India and helps AMCs, distributors, wealth managers, banks and investors to perform fund evaluation, peer comparison, performance assessment and portfolio analysis, including credit assessment of debt-oriented funds. The solution is mobile responsive to provide anytime, anywhere access.

MF Tracker

The MF Tracker helps users monitor their mutual fund portfolios, offering a range of reports that provide high-accuracy insights and alignment with regulatory mandates. Apart from tracking, the tool helps in reporting, decision-making, and resolving queries

FAQs

The platform provides fund-level, AMC-level, and industry-level views. Corporate treasuries can analyse performance, portfolio composition, asset allocation, and credit exposure. These views offer a structured understanding of mutual fund behaviour, helping treasuries evaluate options across categories and align investments with internal policies.

Top performing mutual funds are assessed through consistency of returns, risk-adjusted performance, portfolio quality, and alignment with treasury objectives. Corporate treasuries also consider credit exposure, liquidity, and benchmark comparison to ensure stability and suitability for short- to medium-term investment needs.

Tools like MF Tracker enable continuous monitoring of portfolio holdings, performance, and compliance metrics. They generate detailed reports, support regulatory alignment, and provide clarity on portfolio movements, helping treasuries track investments, resolve queries, and make timely decisions.

Corporate treasuries should evaluate fund objectives, credit quality, liquidity profile, historical performance, and alignment with risk policies. They must also consider reporting requirements and regulatory compliance to ensure investments remain consistent with internal treasury frameworks and financial goals.

The platform enables peer comparison across funds, AMCs, and categories using structured data and curated reports. It allows users to evaluate performance, risk metrics, and portfolio composition side by side, making it easier to identify suitable funds based on defined investment criteria.

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