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Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on - 18-04-2024
Scheme Name Launch Date Trailing 1 year Returns (%) Current Quarter Quartile Rank Trailing Returns for last quarter (%) Last Quarter Quartile Rank Trailing returns for quarter before last (%) Quarter before last Quartile Rank
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 58.14 Top Quartile 56.71 Top Quartile - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 56.83 Top Quartile 61.23 Top Quartile 39.9 Top Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 51.81 Upper Middle Quartile 54.78 Top Quartile 38.66 Top Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 51.48 Upper Middle Quartile 50.93 Upper Middle Quartile - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 50.91 Upper Middle Quartile 49.99 Upper Middle Quartile 38.25 Top Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 50.9 Upper Middle Quartile 49.47 Upper Middle Quartile 24.96 Bottom Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 50.26 Upper Middle Quartile 48.66 Lower Middle Quartile 34.34 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 49.79 Upper Middle Quartile 51.2 Top Quartile 36.52 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 48.2 Lower Middle Quartile 48.04 Lower Middle Quartile 35.49 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 07-12-2021 47.55 Lower Middle Quartile 48.97 Upper Middle Quartile 40.32 Top Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 44.39 Lower Middle Quartile 45.75 Lower Middle Quartile 30.91 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 41.56 Lower Middle Quartile 42.48 Lower Middle Quartile 31.9 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 40.69 Lower Middle Quartile 39.92 Bottom Quartile 29.7 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 40.39 Lower Middle Quartile 42.51 Lower Middle Quartile 32.04 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 38.44 Bottom Quartile 38.87 Bottom Quartile 28.34 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 38.34 Bottom Quartile 39.51 Bottom Quartile 31.18 Lower Middle Quartile
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 37.89 Bottom Quartile 38.95 Bottom Quartile 30.84 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 33.74 Bottom Quartile 35.49 Bottom Quartile 22.55 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 30.7 Bottom Quartile 30.48 Bottom Quartile - -

Quartile rankings are a measure of how well a mutual fund has performed against all other funds in its category. The rankings range from "Top Quartile" to "Bottom Quartile" for all time periods covered in our drop down menu above. Mutual funds with the highest percent returns in the chosen time period are assigned to "Top Quartile", whereas those with the lowest returns are assigned to "Bottom Quartile". Quartile rankings are compiled by sorting the funds based on trailing returns over a period chosen by the user. Funds in the top 25% are assigned the ranking of "Top Quartile", the next 25% are assigned a ranking of "Upper Middle Quartile", the next 25% after that are assigned a ranking of "Lower Middle Quartile" and the lowest 25% are assigned the ranking of "Bottom Quartile". While, the current quartile ranking of a mutual fund scheme is important, what is even more important, is the consistency of quartile ranking across several quarters, as shown in the table below.