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.
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 - Regular Plan | 21-03-2001 | 259.96 | 102.54 | Top Quartile | 118.08 | Top Quartile | 43.41 | Top Quartile |
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 450.89 | 65.99 | Top Quartile | 75.94 | Top Quartile | 16.58 | Upper Middle Quartile |
Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 9,043.00 | 61.94 | Upper Middle Quartile | 74.05 | Upper Middle Quartile | 0.04 | Bottom Quartile |
BARODA MULTI CAP FUND - Plan A - Growth Option | 12-09-2003 | 971.52 | 61.67 | Upper Middle Quartile | 68.87 | Bottom Quartile | 19.46 | Top Quartile |
Principal Multi Cap Growth Fund-Growth Option | 25-10-2000 | 713.65 | 60.22 | Upper Middle Quartile | 69.65 | Lower Middle Quartile | 14.96 | Upper Middle Quartile |
Sundaram Equity Fund Regular Plan - Growth | 01-09-2019 | 666.70 | 58.54 | Lower Middle Quartile | 71.18 | Lower Middle Quartile | 11.58 | Lower Middle Quartile |
Invesco India Multicap Fund - Growth Option | 17-03-2008 | 1,171.10 | 58.14 | Lower Middle Quartile | 72.05 | Upper Middle Quartile | 18.76 | Upper Middle Quartile |
ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 5,890.42 | 57.61 | Bottom Quartile | 73.57 | Upper Middle Quartile | 9.18 | Bottom Quartile |
BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 520.40 | 53.56 | Bottom Quartile | 62.01 | Bottom Quartile | 10.27 | Lower Middle Quartile |
ITI Multi Cap Fund - Regular Plan - Growth Option | 05-05-2019 | 205.91 | 50.56 | Bottom Quartile | 64.03 | Bottom Quartile | 2.05 | Bottom Quartile |