Mutual Fund Quartile Ranking

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.

Data as on - 27-10-2020
Scheme Name Launch Date AUM (Crore) 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
Parag Parikh Long Term Equity Fund - Regular Plan - Growth | Invest Now 05-05-2013 4,798.07 21.42 Top Quartile 23.9 Top Quartile 5.57 Top Quartile
Quant Active Fund-GROWTH OPTION | Invest Now 21-03-2001 65.78 19.59 Top Quartile 25.98 Top Quartile -1.64 Top Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option | Invest Now 05-02-2015 280.11 18.2 Top Quartile 15.13 Top Quartile -2.75 Top Quartile
UTI - Equity Fund-Growth Option | Invest Now 05-08-2005 11,386.26 14.59 Top Quartile 10.06 Top Quartile -3.81 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth | Invest Now 16-09-2003 2,412.82 9.81 Top Quartile 7.27 Top Quartile -4.98 Top Quartile
Union Multi Cap Fund - Growth Option | Invest Now 10-06-2011 374.20 8.17 Top Quartile 5.27 Top Quartile -7.18 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 341.15 5.51 Top Quartile 3.55 Top Quartile -5.03 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 933.30 4.63 Top Quartile 2.57 Top Quartile -8.2 Upper Middle Quartile
HSBC Multi Cap Equity Fund - Growth | Invest Now 24-02-2004 325.16 4.4 Upper Middle Quartile 0.82 Upper Middle Quartile -11.93 Lower Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | Invest Now 14-08-1998 10,831.99 3.82 Upper Middle Quartile -0.34 Upper Middle Quartile -11.75 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 649.56 3.19 Upper Middle Quartile 0.45 Upper Middle Quartile -12.62 Lower Middle Quartile
Axis Multicap Fund - Regular Plan - Growth | Invest Now 17-11-2017 6,366.65 3.14 Upper Middle Quartile -2.09 Lower Middle Quartile -3.92 Top Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 816.12 3.11 Upper Middle Quartile 0.09 Upper Middle Quartile -11.98 Lower Middle Quartile
Tata Multicap Fund -Regular Plan-Growth | Invest Now 05-08-2018 1,710.15 2.74 Upper Middle Quartile 2.41 Upper Middle Quartile -5.96 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth | Invest Now 16-05-2005 2,340.09 2.66 Upper Middle Quartile 0.16 Upper Middle Quartile -12.04 Lower Middle Quartile
DSP Equity Fund - Regular Plan - Growth | Invest Now 29-04-1997 3,668.31 2.17 Upper Middle Quartile -1.64 Upper Middle Quartile -4.81 Top Quartile
Franklin India Equity Fund - Growth | Invest Now 29-09-1994 8,081.01 1.48 Upper Middle Quartile -4.84 Lower Middle Quartile -13.28 Bottom Quartile
IDBI Diversified Equity Fund Growth Regular | Invest Now 28-03-2014 287.29 1.37 Lower Middle Quartile 0.05 Upper Middle Quartile -5.72 Upper Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | Invest Now 05-01-2015 550.04 1.12 Lower Middle Quartile -2.67 Lower Middle Quartile -14.22 Bottom Quartile
Kotak Standard Multicap Fund - Growth | Invest Now 05-09-2009 29,550.51 1.01 Lower Middle Quartile -2.23 Lower Middle Quartile -10.94 Upper Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth | Invest Now 15-04-1993 293.32 -0.34 Lower Middle Quartile -4.02 Lower Middle Quartile -7.09 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 526.23 -0.42 Lower Middle Quartile -4.17 Lower Middle Quartile -8.8 Upper Middle Quartile
Shriram Multicap Fund - Regular Growth | Invest Now 05-09-2018 57.67 -0.6 Lower Middle Quartile -1.86 Lower Middle Quartile -11.34 Lower Middle Quartile
Sundaram Equity Fund Regular Plan Growth Option | Invest Now 01-09-2019 580.95 -0.7 Lower Middle Quartile -1.79 Upper Middle Quartile - -
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | Invest Now 08-04-2014 11,031.85 -1.58 Lower Middle Quartile -4.5 Lower Middle Quartile -13.21 Bottom Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Now 05-09-2005 8,870.49 -2.32 Bottom Quartile -6.4 Bottom Quartile -13.86 Bottom Quartile
Essel Multi Cap Fund - Regular Plan - Growth | Invest Now 02-07-2018 171.95 -2.42 Bottom Quartile -4.86 Bottom Quartile -12.39 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | Invest Now 29-01-1994 201.29 -3.13 Bottom Quartile -6.24 Bottom Quartile -17.71 Bottom Quartile
IDFC Multi Cap Fund-Regular Plan-Growth | Invest Now 14-09-2005 4,744.72 -3.48 Bottom Quartile -6.92 Bottom Quartile -14.02 Bottom Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 5,232.41 -4.88 Bottom Quartile -7.65 Bottom Quartile -17.97 Bottom Quartile
JM Multicap Fund - Growth option | Invest Now 23-09-2008 126.85 -7.28 Bottom Quartile -9.93 Bottom Quartile -5.44 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option | Invest Now 05-05-2019 139.56 -7.82 Bottom Quartile -10.7 Bottom Quartile -12.69 Lower Middle Quartile
HDFC Equity Fund - Growth Option | Invest Now 01-01-1995 18,424.11 -9.84 Bottom Quartile -13.13 Bottom Quartile -23.51 Bottom Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option | Invest Now 25-03-2005 7,545.65 -12.14 Bottom Quartile -15.22 Bottom Quartile -27.64 Bottom Quartile

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