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MFI ULIP Fact Finder is a highly useful product for evaluating performance of ULIP(Unit Linked Insurance Plans). A desktop menu driven application, powered by user-friendly and customizable features provides the convenience of analyzing and tracking ULIP data right at your desktop. |
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 MFI ULIP Fact Finder comes with a comprehensive, authentic and updated database on Indian life insurance NAV Linked schemes. The database is updated on a daily basis via the internet.  |
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MFI ULIP Fact Finder does all kinds of complex calculations, analysis, reporting, updating on the click of a mouse.
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MFI ULIP Fact Finder allows you to research, compare, and present a wide range of scheme performance statistics and information that can be tailored to meet your requirements. |
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MFI ULIP Fact Finder allows you to generate reports for internal analysis or specific client requests, eliminating the need to access multiple sources for data collection and report creation.
With MFI ULIP Fact Finder you improve the quality of your analysis and quickly produce high-quality, professional fund performance reports and graphs for use in internal documents, presentations, or client and marketing literature. |
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Fund Comparison |
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A powerful comparison tool, which enables comparison of performance of various ULIPs selected.
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The user can choose the desired schemes and compare the performance vis–a–vis any of the 50 indices available or any of the indices customized by the user.
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Statistical Measures |
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The software calculates the risk adjusted returns based on more than 20 statistical measures viz., Beta, Standard Deviation, Treynor, Sharpe, Jensen, Fama, Average etc. |
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Rolling Returns |
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This section provides the flexibility to define the period and also the periodicity of the rolling returns. |
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Risk Return Matrix |
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It creates a bubble graph and place peer group schemes under the four quadrants. |
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SIP/SWP Analyser |
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It analyses the returns from SIP, SWP transactions viz a viz a lumpsum transactions. |
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Research & Analysis
