Rating methodology for a debt fund is based on 3 factors: Rolling returns for a rolling period of 1 year (For Liquid, Ultra Short, Low Duration, Money Market Schemes) and 3 Years (For remaining debt schemes) with rolling frequency of daily, Minimum AUM of 500 Crores and Standard Deviation. The final rating is given with 60% weight to Returns, 20% weight to AUM and 20% weight to Standard Deviation.
What is rating methodology for debt funds? Print
Modified on: Wed, 1 Jun, 2022 at 5:01 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.