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 - 23-09-2019
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
Axis Multicap Fund - Regular Plan - Growth | Invest Now 05-11-2017 4,020.50 14.89 Top Quartile 9.82 Top Quartile 12.92 Top Quartile
DSP Equity Fund - Regular Plan - Growth | Invest Now 29-04-1997 2,540.14 13.46 Top Quartile 9.48 Upper Middle Quartile 6.91 Upper Middle Quartile
JM Multicap Fund - Growth option | Invest Now 23-09-2008 128.90 12.47 Top Quartile 3.94 Lower Middle Quartile 5.96 Upper Middle Quartile
Tata Multicap Fund -Regular Plan-Growth | Invest Now 31-08-2018 1,585.32 10.04 Top Quartile - - - -
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Now 16-09-2005 7,465.19 8.61 Top Quartile 9.04 Upper Middle Quartile 5.89 Upper Middle Quartile
Essel Multi Cap Fund - Regular Plan - Growth | Invest Now 02-07-2018 196.86 8.16 Top Quartile - - - -
Canara Robeco Equity Diversified Fund - Regular Plan - Growth | Invest Now 16-09-2003 1,322.96 7.24 Top Quartile 10.48 Top Quartile 13.19 Top Quartile
Kotak Standard Multicap Fund - Growth | Invest Now 11-09-2009 24,958.63 7.18 Upper Middle Quartile 10.81 Top Quartile 11.47 Top Quartile
LIC MF Multicap Fund-Regular Plan-Growth | Invest Now 15-04-1993 273.43 6.3 Upper Middle Quartile 10.04 Top Quartile 7.19 Upper Middle Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 279.82 5.57 Upper Middle Quartile 5.98 Upper Middle Quartile 3.26 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 688.44 4.82 Upper Middle Quartile 5.83 Upper Middle Quartile 2.15 Bottom Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth | Invest Now 05-05-2013 2,003.99 4.75 Upper Middle Quartile 5.77 Upper Middle Quartile 11.48 Top Quartile
HDFC Equity Fund - Growth Option | Invest Now 01-01-1995 21,621.63 4.27 Upper Middle Quartile 18.4 Top Quartile 15.11 Top Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | Invest Now 27-01-2015 394.58 4.19 Upper Middle Quartile 6.15 Upper Middle Quartile 5.35 Lower Middle Quartile
Reliance Multi Cap Fund-Growth Plan-Growth Option | Invest Now 01-03-2005 9,705.70 4.12 Upper Middle Quartile 15.26 Top Quartile 11.07 Top Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | Invest Now 28-04-2014 12,413.26 4.08 Lower Middle Quartile 2.6 Lower Middle Quartile -1.24 Bottom Quartile
UTI - Equity Fund-Growth Option | Invest Now 05-08-2005 9,026.06 3.41 Lower Middle Quartile 2.55 Lower Middle Quartile 12.07 Top Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option | Invest Now 25-02-2015 110.99 3.26 Lower Middle Quartile 5.32 Upper Middle Quartile 4.44 Lower Middle Quartile
IDBI Diversified Equity Fund Growth Regular | Invest Now 28-03-2014 302.58 3.23 Lower Middle Quartile -1.52 Bottom Quartile 1.06 Bottom Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 756.39 2.89 Lower Middle Quartile 4.4 Lower Middle Quartile 2.03 Bottom Quartile
Union Multi Cap Fund - Growth Option | Invest Now 10-06-2011 270.12 2.87 Lower Middle Quartile 6.32 Upper Middle Quartile 7.19 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | Invest Now 27-08-1998 10,694.26 2.78 Lower Middle Quartile 4.43 Lower Middle Quartile 6.13 Upper Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth | Invest Now 15-09-2005 5,185.61 1.86 Bottom Quartile 0.56 Bottom Quartile 3.97 Lower Middle Quartile
L&T Equity Fund-Regular Plan-Growth | Invest Now 16-05-2005 2,560.50 -0.02 Bottom Quartile 1.55 Bottom Quartile 3.31 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 3,939.96 -0.83 Bottom Quartile 9.91 Top Quartile 9.79 Upper Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | Invest Now 29-01-1994 198.07 -2.13 Bottom Quartile 3.81 Lower Middle Quartile 2.7 Bottom Quartile
Franklin India Equity Fund - Growth | Invest Now 29-09-1994 10,604.46 -2.31 Bottom Quartile 2.43 Bottom Quartile 6.94 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 842.12 -2.53 Bottom Quartile -2.12 Bottom Quartile -1.68 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth | Invest Now 24-02-2004 438.35 -2.9 Bottom Quartile 0.31 Bottom Quartile 5.33 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 832.04 -3.58 Bottom Quartile 2.77 Lower Middle Quartile 2.78 Lower Middle Quartile

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