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 - 22-01-2021
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
Quant Active Fund-GROWTH OPTION 21-03-2001 133.05 44.41 Top Quartile 43.41 Top Quartile 25.98 Top Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 503.32 35.67 Top Quartile 35.76 Top Quartile 15.13 Top Quartile
UTI - Equity Fund-Growth Option 05-08-2005 14,860.64 32.48 Top Quartile 31.45 Top Quartile 10.06 Top Quartile
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 6,392.80 31.87 Top Quartile 32.19 Top Quartile 23.9 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 3,055.60 23.28 Top Quartile 22.16 Top Quartile 7.27 Top Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 445.99 22.0 Top Quartile 20.8 Top Quartile 5.27 Top Quartile
Franklin India Equity Fund - Growth 29-09-1994 9,033.23 21.75 Top Quartile 15.93 Upper Middle Quartile -4.84 Lower Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 959.30 20.7 Top Quartile 19.46 Top Quartile 0.09 Upper Middle Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 4,613.17 19.98 Upper Middle Quartile 18.68 Upper Middle Quartile -1.64 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 7,450.83 19.59 Upper Middle Quartile 19.24 Top Quartile -2.09 Lower Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 392.39 17.91 Upper Middle Quartile 16.58 Upper Middle Quartile 3.55 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 1,089.96 17.86 Upper Middle Quartile 18.76 Upper Middle Quartile 2.57 Top Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 364.08 17.38 Upper Middle Quartile 15.95 Upper Middle Quartile 0.82 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 14-08-1998 12,624.46 17.31 Upper Middle Quartile 16.02 Upper Middle Quartile -0.34 Upper Middle Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 696.93 16.99 Upper Middle Quartile 14.96 Upper Middle Quartile 0.45 Upper Middle Quartile
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 1,831.65 16.58 Upper Middle Quartile 14.27 Lower Middle Quartile 2.41 Upper Middle Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 318.22 16.01 Upper Middle Quartile 16.13 Upper Middle Quartile 0.05 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 05-09-2005 10,517.75 15.57 Lower Middle Quartile 13.56 Lower Middle Quartile -6.4 Bottom Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 05-01-2015 625.91 15.54 Lower Middle Quartile 14.33 Upper Middle Quartile -2.67 Lower Middle Quartile
JM Multicap Fund - Growth option 23-09-2008 157.41 15.4 Lower Middle Quartile 11.35 Lower Middle Quartile -9.93 Bottom Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,600.01 15.17 Lower Middle Quartile 13.13 Lower Middle Quartile 0.16 Upper Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 11,999.50 14.64 Lower Middle Quartile 10.27 Bottom Quartile -4.5 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth 05-09-2009 33,461.66 14.31 Lower Middle Quartile 11.75 Lower Middle Quartile -2.23 Lower Middle Quartile
Shriram Multicap Fund - Regular Growth 05-09-2018 63.23 13.68 Lower Middle Quartile 12.43 Lower Middle Quartile -1.86 Lower Middle Quartile
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 634.80 12.87 Lower Middle Quartile 11.58 Lower Middle Quartile -1.79 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 6,095.17 11.86 Bottom Quartile 9.18 Bottom Quartile -7.65 Bottom Quartile
HDFC Equity Fund - Growth Option 01-01-1995 21,781.41 11.83 Bottom Quartile 6.42 Bottom Quartile -13.13 Bottom Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 14-09-2005 5,308.09 10.84 Bottom Quartile 9.79 Bottom Quartile -6.92 Bottom Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 185.82 10.65 Bottom Quartile 8.79 Bottom Quartile -4.86 Bottom Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 355.70 9.68 Bottom Quartile 10.34 Lower Middle Quartile -4.02 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 232.30 9.61 Bottom Quartile 6.59 Bottom Quartile -6.24 Bottom Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 554.77 9.59 Bottom Quartile 10.27 Bottom Quartile -4.17 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 172.98 5.43 Bottom Quartile 2.05 Bottom Quartile -10.7 Bottom Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 8,505.80 2.06 Bottom Quartile 0.04 Bottom Quartile -15.22 Bottom Quartile