Innovative Financial Management as a leading Mutual Fund Advisor in India assists
you in selecting the right mutual fund based on your risk profile and time horizon
and the prevailing market conditions. We have the best-in-class Mutual Fund
Tracker, licensed to us by Accord Fintech – Ace Mutual Funds. Based on our
in-house analysis we prepare recommended mutual fund sheet across various assets
every month. Our process of selection is very rigorous and is done based on the
following parameters:
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DEBT MUTUAL FUNDS
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EQUITY MUTUAL FUNDS
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Fund Manager
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Fund Manager
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Objective of the Fund
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Objective of the Fund
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Corpus of the Fund
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Corpus of the Fund
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Past Performance
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Past Performance
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Portfolio Turnover
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Portfolio Turnover
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Asset Quality
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Expense Ratio
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Average Maturity
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Beta
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Modified Duration
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Standard Deviation
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Expense Ratio
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Sharpe Ratio
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Standard Deviation
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Treynor Ratio
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Sharpe Ratio
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Jensen’s Alpha
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Downside Probability
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Fama
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Downside Risk
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Return due to Selectivity
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Exit Load
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Exit Load
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We come out with monthly mutual fund recommendations based on our analysis in the following categories:
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Liquid Funds
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Midcap Funds
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Short Term Funds
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Large Cap Funds
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Long Term Funds
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Balanced Funds
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Gilt Funds
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Children Gift Funds
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Monthly Income Plans
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Infrastructure Funds
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Floating Rate Funds
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Index Funds
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Fixed Maturity Plans
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Equity Linked Saving Schemes
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Gold ETFs
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Banking Funds
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