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Value Research is India’s foremost independent investment research firm. It offers data, analysis and opinion on stocks, mutual funds and fixed-income investments through valueresearchonline.com, Mutual Fund Insight and Wealth Insight, among others.
Mar 7, 2024 · About Value Research: Features & Tools. Famous for being the “go-to” website for mutual funds, Value Research landed in the investing world in 1992. It is a well-established Indian financial information and advisory platform mainly known for its services related to mutual funds and stocks.
Make smarter decisions with Value Research. Find the top mutual funds, SIP returns, and get a comprehensive analysis on different funds. Get the app The long-awaited app is finally here.
- What Is Value Research Fund Rating?
- How Are Funds rated?
- What Is Value Research Fund Risk Grade?
- How Is Fund Risk calculated?
- What Is Value Research Fund Return Grade?
- How Is The Value Research Rating Useful?
Value Research Fund Rating (aka Risk-adjusted Rating) is a metric that can be defined as a composite measure of both the returns and risk associated with a particular fund. The rating is purely quantitative, and Value Research has clarified that there is no subjective component to their process of rating a fund. Thus, we can safely assume that the ...
To begin with, Value Research does not use this rating mechanism for equity or hybrid funds that have been in the market for less than three years. For debt funds, this period is 18-months long. The company does not rate or review funds that do not have an established track record as it becomes impossible to do a comparison between the fund’s histo...
The Value Research Fund Risk Grade is a quantitative assessment of a fund’s risk of loss. Fund Risk Grade differs significantly from conventional risk and volatility measures like standard deviation and beta. This is because it only indicates negative volatility. This means that the grade refers to total losses and even periods when a fund underper...
The given fund’s returns are compared against the expected monthly risk-free return (for equity and hybrid funds) and risk-free weekly return (for debt funds) to calculate fund risk and grade funds. Now, the magnitude of underperformance for the duration (weeks/months) is summed up. This helps the company to arrive at the fund’s average underperfor...
The Value Research Fund Return Grade is a numerical score that captures a fund’s risk-adjusted return as compared to other funds in the category. These returns though adjusted for dividend, bonus, and rights, are not fit for loads when doing the calculations. As before, the given fund’s returns are compared against the expected monthly risk-free re...
Now that you understand Value Research ratings, you can use them to find the mutual fund that best suits your needs. Remember the ideal mutual fund is one with a low-risk score but a high return grade. When you find the best fund for your investments, make sure to invest in them through ClearTax’s online portal. Happy savings!
Value Research is a leading provider of independent investment research in India. We provide a wide range of products and services to individual investors, investment advisors,...
Jan 8, 2024 · Three decades ago, we at Value Research launched Mutual Fund Ratings based on these principles. Since then, millions of Indian investors have used our rating system to choose good funds to invest in and, just as importantly, to avoid bad funds.
