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Mutual Fund Quartile Ranking


Data as on - 08-08-2022
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
Nippon India Multi Cap Dir Gr Gr 01-01-2013 20.28 Top Quartile 11.38 Top Quartile 35.61 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 20.28 Top Quartile 11.38 Top Quartile 35.61 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 19.45 Top Quartile 10.61 Top Quartile 34.71 Upper Middle Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 19.45 Top Quartile 10.61 Top Quartile 34.71 Upper Middle Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 10.42 Top Quartile 5.02 Upper Middle Quartile 31.97 Lower Middle Quartile
Quant Active Fund Gr Dir 01-01-2013 9.68 Upper Middle Quartile 5.42 Top Quartile 43.73 Top Quartile
Sundaram Multi Cap Fund Gr 02-01-2013 9.3 Upper Middle Quartile 4.01 Upper Middle Quartile 30.85 Lower Middle Quartile
Quant Active Fund Gr 21-03-2001 7.86 Upper Middle Quartile 3.65 Upper Middle Quartile 41.12 Top Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 7.54 Upper Middle Quartile 4.5 Upper Middle Quartile 33.78 Upper Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 7.25 Upper Middle Quartile 3.48 Lower Middle Quartile - -
Mahindra Manulife Multi Cap Badhat Yojana Dir Gr 04-05-2017 7.11 Lower Middle Quartile 2.29 Lower Middle Quartile 35.48 Top Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 6.53 Lower Middle Quartile 1.85 Lower Middle Quartile 23.34 Lower Middle Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 6.52 Lower Middle Quartile 3.54 Upper Middle Quartile 32.64 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 5.55 Lower Middle Quartile 0.92 Lower Middle Quartile 22.23 Bottom Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 5.2 Lower Middle Quartile 1.56 Lower Middle Quartile - -
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 5.18 Bottom Quartile 0.46 Bottom Quartile 33.07 Upper Middle Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 1.1 Bottom Quartile -4.03 Bottom Quartile 24.12 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 -0.29 Bottom Quartile -5.35 Bottom Quartile 22.44 Lower Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 -4.68 Bottom Quartile -11.95 Bottom Quartile 4.15 Bottom Quartile
ITI Multi Cap Reg Gr 05-05-2019 -6.72 Bottom Quartile -13.83 Bottom Quartile 1.93 Bottom Quartile

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.