Mutual Fund Analysis and Rating using Performance Driver Capability Model

The science that makes it all work

Matchless Mutual Fund Analysis

Like every Cause and Effect relationship, the return generated by a fund is the composite result of multiple decisions taken by the fund management.

Therefore, judging mutual funds on the basis of just past performance is incorrect.

It's important to analyze the causes that create the effect.

At theFundoo.com, we go beyond top level
returns and deep dive to explore the
real sources of performance by
examining every factor that impacts it.

Such an analysis goes beyond 'what meets the eye' to reveal a fund manager's investment skill and style. These insights can be extremely indicative of future performance. As they say, it's all in the genes.

How we select the best funds

Our Performance Driver Capability Model (PDCM) accurately examines funds on their capability to perform in the future making it the only Forward Looking fund grading methodology.

The 6 commandments of PDCM

Performance

Captures the styled outperformance generated by the fund over historical periods.

Quality

Grades investments to ascertain the health of the assets in a fund

Style

Captures the investment style and skills that drive performance.

Risk Management

Measures the ability of the portfolio manager in handling market volatility.

Diversification

Captures the bucketing of investments and the concentration of holdings.

Consistency

Examines the potential to replicate performance across time and performance drivers.

Funds A & B are large cap funds and both generate 5% return. Fund B generates 4.5% from Large cap while Fund A generates only 3% of the return from Large Cap. Do you see a point worthnoting?

This is a tiny example of many such things that we deep dive into.

So that... You and your investments GROW, Always.

Empowered by right investment decisions.

And that's how we make things FUNDOO.