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Mutual Fund Quartile Ranking


Data as on - 13-05-2022
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 20.25 Top Quartile 35.27 Top Quartile 49.87 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 20.25 Top Quartile 35.27 Top Quartile 49.87 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 19.42 Top Quartile 34.37 Upper Middle Quartile 48.91 Upper Middle Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 19.42 Top Quartile 34.37 Upper Middle Quartile 48.91 Upper Middle Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 16.82 Top Quartile 32.62 Lower Middle Quartile 47.35 Lower Middle Quartile
Sundaram Multi Cap Fund Gr 02-01-2013 15.77 Upper Middle Quartile 31.49 Lower Middle Quartile 46.28 Lower Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana Dir Gr 04-05-2017 15.51 Upper Middle Quartile 36.06 Top Quartile 53.51 Top Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 13.5 Upper Middle Quartile 35.19 Upper Middle Quartile 49.14 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 13.43 Upper Middle Quartile 33.64 Upper Middle Quartile 50.81 Top Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 12.49 Upper Middle Quartile 34.03 Upper Middle Quartile 47.86 Upper Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 11.42 Lower Middle Quartile - - - -
Quant Active Fund Gr Dir 01-01-2013 9.73 Lower Middle Quartile 44.41 Top Quartile 58.68 Top Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 9.44 Lower Middle Quartile - - - -
ICICI Pru Multi Cap Dir Gr 01-01-2013 9.15 Lower Middle Quartile 24.28 Lower Middle Quartile 37.62 Lower Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 8.15 Lower Middle Quartile 23.15 Lower Middle Quartile 36.38 Bottom Quartile
Quant Active Fund Gr 21-03-2001 7.83 Bottom Quartile 41.79 Top Quartile 55.64 Top Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 7.38 Bottom Quartile 24.32 Lower Middle Quartile 42.54 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 5.93 Bottom Quartile 22.62 Bottom Quartile 40.66 Lower Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 -8.78 Bottom Quartile 3.88 Bottom Quartile 21.85 Bottom Quartile
ITI Multi Cap Reg Gr 05-05-2019 -10.72 Bottom Quartile 1.67 Bottom Quartile 19.27 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.