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Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on - 16-01-2025
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
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 24.78 Top Quartile 31.95 Top Quartile 55.79 Top Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 24.05 Top Quartile 31.97 Top Quartile 50.79 Top Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 22.22 Top Quartile 31.44 Top Quartile 49.43 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 20.88 Top Quartile 29.54 Top Quartile 47.51 Upper Middle Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 20.59 Upper Middle Quartile 28.35 Upper Middle Quartile 46.77 Upper Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 20.4 Upper Middle Quartile 25.75 Upper Middle Quartile 41.07 Bottom Quartile
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 19.08 Upper Middle Quartile 28.3 Upper Middle Quartile 51.74 Top Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 19.0 Upper Middle Quartile 27.6 Upper Middle Quartile - -
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 18.23 Upper Middle Quartile 26.86 Upper Middle Quartile 52.25 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 17.9 Upper Middle Quartile 25.59 Upper Middle Quartile 45.45 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 15.78 Lower Middle Quartile 20.5 Bottom Quartile 47.84 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 14.94 Lower Middle Quartile 22.26 Lower Middle Quartile 41.49 Bottom Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 14.9 Lower Middle Quartile 22.13 Lower Middle Quartile 46.1 Lower Middle Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 14.74 Lower Middle Quartile 21.32 Lower Middle Quartile 44.46 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 13.9 Lower Middle Quartile 23.23 Lower Middle Quartile 45.56 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 05-12-2021 13.82 Lower Middle Quartile 20.68 Bottom Quartile 45.62 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 13.02 Bottom Quartile 22.15 Lower Middle Quartile 39.44 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 12.61 Bottom Quartile 19.3 Bottom Quartile 41.88 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 11.98 Bottom Quartile 19.3 Bottom Quartile 41.83 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 11.22 Bottom Quartile 20.01 Bottom Quartile 47.27 Upper Middle Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 10.37 Bottom Quartile 16.97 Bottom Quartile 38.91 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 6.03 Bottom Quartile 12.33 Bottom Quartile 31.45 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 5.73 Bottom Quartile 11.74 Bottom Quartile 39.91 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.