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 - 24-02-2020
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
DSP Equity Fund - Regular Plan - Growth | Invest Now 29-04-1997 3,501.89 27.62 Top Quartile 17.04 Top Quartile 16.66 Top Quartile
Axis Multicap Fund - Regular Plan - Growth | Invest Now 30-11-2017 5,705.62 21.67 Top Quartile 17.19 Top Quartile 17.08 Top Quartile
JM Multicap Fund - Growth option | Invest Now 23-09-2008 143.70 21.08 Top Quartile 16.62 Top Quartile 15.66 Top Quartile
UTI - Equity Fund-Growth Option | Invest Now 05-08-2005 10,649.84 19.62 Top Quartile 11.73 Upper Middle Quartile 5.33 Upper Middle Quartile
Sahara Growth Fund-Growth | Invest Now 30-08-2002 3.92 19.61 Top Quartile 13.29 Top Quartile 7.15 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 694.67 19.48 Top Quartile 13.21 Top Quartile 8.08 Upper Middle Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth | Invest Now 16-09-2003 1,727.69 18.93 Top Quartile 12.28 Upper Middle Quartile 8.21 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 317.90 18.73 Top Quartile 13.85 Top Quartile 8.03 Upper Middle Quartile
Sahara Star Value Fund-Growth Option | Invest Now 14-09-2009 0.42 18.71 Top Quartile 6.64 Lower Middle Quartile 3.25 Lower Middle Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option | Invest Now 05-02-2015 136.01 17.82 Upper Middle Quartile 10.05 Upper Middle Quartile 6.53 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 899.64 17.54 Upper Middle Quartile 4.61 Bottom Quartile 1.02 Lower Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth | Invest Now 15-04-1993 312.82 17.26 Upper Middle Quartile 13.73 Top Quartile 8.4 Top Quartile
L&T Focused Equity Fund - Regular Plan - Growth Option | Invest Now 29-10-2018 721.73 16.96 Upper Middle Quartile 12.83 Upper Middle Quartile - -
Union Multi Cap Fund - Growth Option | Invest Now 10-06-2011 324.57 16.27 Upper Middle Quartile 11.83 Upper Middle Quartile 4.76 Lower Middle Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth | Invest Now 05-05-2013 2,783.53 15.83 Upper Middle Quartile 14.43 Top Quartile 4.1 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth | Invest Now 05-09-2009 30,546.45 15.82 Upper Middle Quartile 12.28 Upper Middle Quartile 8.7 Top Quartile
IDFC Multi Cap Fund-Regular Plan-Growth | Invest Now 15-09-2005 5,727.65 15.55 Upper Middle Quartile 7.58 Lower Middle Quartile 4.79 Lower Middle Quartile
Tata Multicap Fund -Regular Plan-Growth | Invest Now 05-08-2018 1,769.96 15.38 Upper Middle Quartile 10.51 Upper Middle Quartile 9.92 Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Now 05-09-2005 8,760.49 14.82 Lower Middle Quartile 10.97 Upper Middle Quartile 10.08 Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | Invest Now 01-08-1998 12,097.54 14.64 Lower Middle Quartile 8.53 Lower Middle Quartile 5.3 Upper Middle Quartile
Essel Multi Cap Fund - Regular Plan - Growth | Invest Now 02-07-2018 205.00 14.64 Lower Middle Quartile 13.13 Top Quartile 9.99 Top Quartile
IDBI Diversified Equity Fund Growth Regular | Invest Now 28-03-2014 313.93 13.67 Lower Middle Quartile 6.32 Lower Middle Quartile 5.84 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 811.94 13.18 Lower Middle Quartile 8.89 Upper Middle Quartile 4.96 Upper Middle Quartile
Sahara Wealth Plus Fund-Variable Pricing Option-Growth Option | Invest Now 01-09-2005 9.28 13.09 Lower Middle Quartile 2.06 Bottom Quartile -2.55 Bottom Quartile
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option | Invest Now 01-09-2005 9.28 12.87 Lower Middle Quartile 1.81 Bottom Quartile -2.93 Bottom Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | Invest Now 08-04-2014 13,062.21 12.3 Lower Middle Quartile 7.92 Lower Middle Quartile 7.2 Upper Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | Invest Now 05-01-2015 549.82 12.21 Lower Middle Quartile 8.38 Lower Middle Quartile 4.89 Lower Middle Quartile
HSBC Multi Cap Equity Fund - Growth | Invest Now 24-02-2004 441.75 12.18 Lower Middle Quartile 6.17 Lower Middle Quartile 0.67 Bottom Quartile
Quant Active Fund-GROWTH OPTION | Invest Now 21-03-2001 10.49 11.61 Bottom Quartile 3.97 Bottom Quartile 0.68 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 722.63 11.56 Bottom Quartile 3.94 Bottom Quartile -0.93 Bottom Quartile
Shriram Multicap Fund - Regular Growth | Invest Now 05-09-2018 59.85 9.33 Bottom Quartile 6.53 Lower Middle Quartile - -
L&T Equity Fund-Regular Plan-Growth | Invest Now 16-05-2005 2,622.76 9.13 Bottom Quartile 4.9 Bottom Quartile 1.97 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option | Invest Now 05-03-2005 10,416.04 7.99 Bottom Quartile 2.2 Bottom Quartile 4.76 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 5,197.29 7.09 Bottom Quartile 5.99 Lower Middle Quartile -0.13 Bottom Quartile
HDFC Equity Fund - Growth Option | Invest Now 01-01-1995 23,356.95 5.47 Bottom Quartile 6.83 Lower Middle Quartile 4.76 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | Invest Now 29-01-1994 226.88 5.02 Bottom Quartile 4.08 Bottom Quartile -0.24 Bottom Quartile
Franklin India Equity Fund - Growth | Invest Now 29-09-1994 11,104.93 4.79 Bottom Quartile 3.34 Bottom Quartile -0.6 Bottom Quartile

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