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 - 07-12-2018
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 | Invest Now 13-11-2017 7.3 Top Quartile - - - -
UTI - Equity Fund-Growth Option | Invest Now 05-08-2005 5.55 Top Quartile 10.69 Top Quartile 17.2 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth | Invest Now 16-09-2003 2.77 Top Quartile 7.61 Top Quartile 12.02 Top Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth | Invest Now 05-05-2013 1.59 Top Quartile 10.97 Top Quartile 15.74 Top Quartile
Mirae Asset India Equity Fund - Growth Plan | Invest Now 04-04-2008 1.23 Top Quartile 7.4 Top Quartile 9.99 Top Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 0.66 Top Quartile 10.53 Top Quartile 7.23 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth | Invest Now 11-09-2009 -0.54 Top Quartile 4.44 Upper Middle Quartile 8.39 Upper Middle Quartile
Union Multi Cap Fund - Growth Option | Invest Now 10-06-2011 -1.19 Upper Middle Quartile 5.22 Upper Middle Quartile 7.79 Upper Middle Quartile
IDBI Diversified Equity Fund Growth Regular | Invest Now 28-03-2014 -1.78 Upper Middle Quartile 3.8 Upper Middle Quartile 8.04 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth | Invest Now 16-05-2005 -2.28 Upper Middle Quartile 3.36 Upper Middle Quartile 10.1 Top Quartile
Reliance Multi Cap Fund-Growth Plan-Growth Option | Invest Now 28-03-2005 -2.51 Upper Middle Quartile 4.19 Upper Middle Quartile 4.6 Lower Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | Invest Now 27-08-1998 -2.57 Upper Middle Quartile -1.01 Lower Middle Quartile 6.43 Lower Middle Quartile
JM Multicap Fund - Growth option | Invest Now 23-09-2008 -3.31 Upper Middle Quartile -3.02 Bottom Quartile 6.29 Lower Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | Invest Now 27-01-2015 -3.35 Upper Middle Quartile 7.85 Top Quartile 14.99 Top Quartile
Franklin India Equity Fund - Growth | Invest Now 29-09-1994 -3.67 Lower Middle Quartile 4.1 Upper Middle Quartile 7.67 Lower Middle Quartile
HDFC Equity Fund - Growth Option | Invest Now 01-01-1995 -4.09 Lower Middle Quartile 6.17 Upper Middle Quartile 3.65 Bottom Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Now 29-09-2005 -4.53 Lower Middle Quartile 1.46 Lower Middle Quartile 9.0 Upper Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option | Invest Now 25-02-2015 -5.56 Lower Middle Quartile -1.27 Lower Middle Quartile 4.18 Lower Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | Invest Now 28-04-2014 -6.02 Lower Middle Quartile -3.77 Bottom Quartile 9.01 Upper Middle Quartile
DSP Equity Fund - Regular Plan - Growth | Invest Now 07-06-2007 -6.07 Lower Middle Quartile -0.29 Lower Middle Quartile 8.31 Upper Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth | Invest Now 15-09-2005 -6.41 Lower Middle Quartile -0.15 Lower Middle Quartile 7.42 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | Invest Now 29-01-1994 -6.63 Lower Middle Quartile -1.29 Bottom Quartile 2.79 Bottom Quartile
LIC MF Multicap Fund-Regular Plan-Growth | Invest Now 15-04-1993 -6.99 Bottom Quartile 6.74 Top Quartile 3.78 Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 -8.08 Bottom Quartile 2.67 Lower Middle Quartile 8.53 Upper Middle Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 -8.67 Bottom Quartile -2.27 Bottom Quartile 3.2 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth | Invest Now 24-02-2004 -8.78 Bottom Quartile -1.45 Bottom Quartile 7.04 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 -10.85 Bottom Quartile -4.81 Bottom Quartile 3.64 Bottom Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 -11.0 Bottom Quartile - - 9.03 Top Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 -11.62 Bottom Quartile -4.17 Bottom Quartile 4.04 Bottom Quartile

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