365Telugu.com online news, march 19th,2025: PhonePe Wealth has launched CRISP, an innovative mutual fund selection tool designed to help investors make informed decisions. As mutual fund investors in India have surged from 20 million in 2019 to 53 million in 2024 (Source: AMFI), the challenge of choosing the right funds remains significant.
What is CRISP..?
CRISP (Consistency, Risk, and Investment Style of the Portfolio) goes beyond past returns to provide a holistic approach to fund selection. Unlike traditional methods that rely on historical performance, CRISP simplifies investing decisions by translating fund performance, risk, and portfolio data into actionable insights.
Key Features of CRISP:
- Consistency in Performance – Assesses a fund’s five-year rolling returns relative to peers and rates them as High, Medium, or Low to highlight consistent performers.
- Relative Risk vs. Peers – Categorizes fund risk as “Within Acceptable Range” or “Too High” to help investors avoid high-risk funds.
- Investment Style Analysis – Evaluates a fund’s exposure to Value, Quality, and Momentum factors over five years, providing a clear investment style classification (High, Medium, or Low). This helps in building a well-diversified portfolio.
A Smarter Investing Future
Nilesh D Naik, Head of Investment Products, Share.Market (PhonePe Wealth), stated:
“Our focus is to empower investors with innovative tools like CRISP, enabling them to follow core investment principles and make informed financial decisions.”
Currently available on the PhonePe platform, CRISP will soon be integrated into Share.Market, PhonePe’s stock broking platform, to further simplify mutual fund investments. phonepe.com