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 - 13-11-2019
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
JM Multicap Fund - Growth option | Invest Now 23-09-2008 142.54 21.11 Top Quartile 15.66 Top Quartile 3.94 Lower Middle Quartile
Axis Multicap Fund - Regular Plan - Growth | Invest Now 05-11-2017 4,849.63 21.02 Top Quartile 17.08 Top Quartile 9.82 Top Quartile
DSP Equity Fund - Regular Plan - Growth | Invest Now 29-04-1997 2,888.35 19.83 Top Quartile 16.66 Top Quartile 9.48 Top Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth | Invest Now 05-05-2013 2,359.50 14.85 Top Quartile 4.1 Lower Middle Quartile 5.77 Upper Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth | Invest Now 15-04-1993 299.41 14.21 Top Quartile 8.4 Top Quartile 10.04 Top Quartile
Kotak Standard Multicap Fund - Growth | Invest Now 11-09-2009 28,348.01 14.11 Top Quartile 8.7 Top Quartile 10.81 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 311.36 13.91 Top Quartile 8.03 Upper Middle Quartile 5.98 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Now 16-09-2005 8,334.28 13.86 Top Quartile 10.08 Top Quartile 9.04 Upper Middle Quartile
Tata Multicap Fund -Regular Plan-Growth | Invest Now 31-08-2018 1,734.11 13.52 Upper Middle Quartile 9.92 Top Quartile - -
Essel Multi Cap Fund - Regular Plan - Growth | Invest Now 02-07-2018 208.57 13.45 Upper Middle Quartile 9.99 Top Quartile - -
Canara Robeco Equity Diversified Fund - Regular Plan - Growth | Invest Now 16-09-2003 1,581.16 13.03 Upper Middle Quartile 8.21 Upper Middle Quartile 10.48 Top Quartile
UTI - Equity Fund-Growth Option | Invest Now 05-08-2005 9,912.80 12.59 Upper Middle Quartile 5.33 Upper Middle Quartile 2.55 Lower Middle Quartile
Union Multi Cap Fund - Growth Option | Invest Now 10-06-2011 307.55 12.57 Upper Middle Quartile 4.76 Lower Middle Quartile 6.32 Upper Middle Quartile
L&T Focused Equity Fund - Regular Plan - Growth Option | Invest Now 29-10-2018 709.57 12.13 Upper Middle Quartile - - - -
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 712.92 11.54 Upper Middle Quartile 8.08 Upper Middle Quartile 5.83 Upper Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | Invest Now 28-04-2014 13,513.08 11.48 Upper Middle Quartile 7.2 Upper Middle Quartile 2.6 Lower Middle Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option | Invest Now 25-02-2015 125.14 10.03 Lower Middle Quartile 6.53 Upper Middle Quartile 5.32 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 819.69 9.51 Lower Middle Quartile 4.96 Lower Middle Quartile 4.4 Lower Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | Invest Now 27-01-2015 491.57 9.05 Lower Middle Quartile 4.89 Lower Middle Quartile 6.15 Upper Middle Quartile
IDBI Diversified Equity Fund Growth Regular | Invest Now 28-03-2014 336.82 8.19 Lower Middle Quartile 5.84 Upper Middle Quartile -1.52 Bottom Quartile
IDFC Multi Cap Fund-Regular Plan-Growth | Invest Now 15-09-2005 5,628.95 7.59 Lower Middle Quartile 4.79 Lower Middle Quartile 0.56 Bottom Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | Invest Now 27-08-1998 11,593.88 7.56 Lower Middle Quartile 5.3 Upper Middle Quartile 4.43 Upper Middle Quartile
Shriram Multicap Fund - Regular Growth | Invest Now 05-09-2018 59.48 7.5 Lower Middle Quartile - - - -
HDFC Equity Fund - Growth Option | Invest Now 01-01-1995 23,440.76 6.59 Lower Middle Quartile 4.76 Lower Middle Quartile 18.4 Top Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | Invest Now 29-01-1994 217.87 5.22 Bottom Quartile -0.24 Bottom Quartile 3.81 Lower Middle Quartile
L&T Equity Fund-Regular Plan-Growth | Invest Now 16-05-2005 2,643.18 4.14 Bottom Quartile 1.97 Lower Middle Quartile 1.55 Lower Middle Quartile
HSBC Multi Cap Equity Fund - Growth | Invest Now 24-02-2004 441.09 4.01 Bottom Quartile 0.67 Bottom Quartile 0.31 Bottom Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 4,253.02 3.7 Bottom Quartile -0.13 Bottom Quartile 9.91 Top Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 944.69 3.69 Bottom Quartile 1.02 Bottom Quartile -2.12 Bottom Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option | Invest Now 01-03-2005 10,308.36 3.68 Bottom Quartile 4.76 Lower Middle Quartile 15.26 Top Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 852.99 2.88 Bottom Quartile -0.93 Bottom Quartile 2.77 Lower Middle Quartile
Franklin India Equity Fund - Growth | Invest Now 29-09-1994 11,400.00 2.58 Bottom Quartile -0.6 Bottom Quartile 2.43 Lower Middle Quartile

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