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Mutual Fund Quartile Ranking


Data as on -
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
WhiteOak Capital Multi Cap Fund Dir Gr 22-09-2023 17.56 Top Quartile 14.42 Top Quartile 30.48 Top Quartile
SBI Multicap Fund Dir Gr 08-03-2022 17.38 Top Quartile 16.42 Top Quartile 26.77 Upper Middle Quartile
Axis Multicap Fund Dir Gr 16-12-2021 16.98 Top Quartile 14.86 Top Quartile 33.5 Top Quartile
LIC MF Multi Cap Fund Dir Gr 31-10-2022 16.95 Top Quartile 16.77 Top Quartile 34.15 Top Quartile
SBI Multicap Fund Reg Gr 05-03-2022 16.43 Top Quartile 15.48 Top Quartile 25.75 Upper Middle Quartile
Axis Multicap Fund Reg Gr 05-12-2021 15.75 Top Quartile 13.55 Top Quartile 31.95 Top Quartile
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 15.69 Top Quartile 12.58 Top Quartile 28.35 Upper Middle Quartile
LIC MF Multi Cap Fund Reg Gr 31-10-2022 15.11 Top Quartile 14.91 Top Quartile 31.97 Top Quartile
Edelweiss Multi Cap Fund Dir Gr 26-10-2023 14.88 Top Quartile 11.26 Top Quartile 29.68 Top Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 14.67 Top Quartile 11.75 Top Quartile 31.17 Top Quartile
Canara Robeco Multi Cap Fund Dir Gr 28-07-2023 14.45 Top Quartile 11.88 Top Quartile 23.11 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 13.26 Top Quartile 10.38 Upper Middle Quartile 29.54 Top Quartile
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 13.08 Upper Middle Quartile 9.51 Upper Middle Quartile 27.6 Upper Middle Quartile
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 12.83 Upper Middle Quartile 10.32 Upper Middle Quartile 21.32 Lower Middle Quartile
Mirae Asset Multicap Fund Dir Gr 21-08-2023 12.12 Upper Middle Quartile 8.88 Lower Middle Quartile 18.72 Bottom Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 11.85 Upper Middle Quartile 9.92 Upper Middle Quartile 21.5 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 11.27 Upper Middle Quartile 8.23 Lower Middle Quartile 25.05 Upper Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 11.24 Upper Middle Quartile 8.81 Lower Middle Quartile 23.67 Upper Middle Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 11.18 Upper Middle Quartile 10.83 Upper Middle Quartile 20.63 Bottom Quartile
ICICI Pru Multi Cap Gr 01-10-1994 10.96 Upper Middle Quartile 9.03 Upper Middle Quartile 20.5 Bottom Quartile
Union Multicap Fund Dir Gr 19-12-2022 10.91 Upper Middle Quartile 9.11 Upper Middle Quartile 23.81 Upper Middle Quartile
Mirae Asset Multicap Fund Reg Gr 01-08-2023 10.5 Upper Middle Quartile 7.29 Lower Middle Quartile 16.97 Bottom Quartile
HDFC Multi Cap Fund Dir Gr 07-12-2021 10.18 Upper Middle Quartile 7.97 Lower Middle Quartile 22.01 Lower Middle Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 10.11 Upper Middle Quartile 10.96 Top Quartile 26.6 Upper Middle Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 10.11 Upper Middle Quartile 10.96 Top Quartile 26.6 Upper Middle Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 10.08 Lower Middle Quartile 7.59 Lower Middle Quartile 22.26 Lower Middle Quartile
Sundaram Multi Cap Fund Gr 01-01-2013 9.99 Lower Middle Quartile 9.64 Upper Middle Quartile 19.3 Bottom Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 9.9 Lower Middle Quartile 8.42 Lower Middle Quartile 21.06 Lower Middle Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 9.81 Lower Middle Quartile 9.57 Upper Middle Quartile 32.82 Top Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 9.7 Lower Middle Quartile 6.69 Bottom Quartile 23.23 Lower Middle Quartile
HSBC Multi Cap Fund Dir Gr 30-01-2023 9.67 Lower Middle Quartile 7.63 Lower Middle Quartile 30.0 Top Quartile
Kotak Multicap Fund Dir Gr 29-09-2021 9.63 Lower Middle Quartile 6.13 Bottom Quartile 28.49 Top Quartile
Union Multicap Fund Reg Gr 19-12-2022 9.51 Lower Middle Quartile 7.7 Lower Middle Quartile 22.15 Lower Middle Quartile
DSP Multicap Dir Gr 01-01-2024 9.22 Lower Middle Quartile 10.59 Upper Middle Quartile - -
Nippon India Multi Cap Gr Bonus 28-03-2005 9.22 Lower Middle Quartile 10.07 Upper Middle Quartile 25.59 Upper Middle Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 9.22 Lower Middle Quartile 10.07 Upper Middle Quartile 25.59 Upper Middle Quartile
HDFC Multi Cap Fund Gr 01-12-2021 9.1 Lower Middle Quartile 6.88 Bottom Quartile 20.68 Lower Middle Quartile
Bank of India Multi Cap Fund Dir Gr 03-03-2023 8.66 Bottom Quartile 8.53 Lower Middle Quartile 23.48 Lower Middle Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 8.64 Bottom Quartile 8.4 Lower Middle Quartile 31.44 Top Quartile
Bandhan Multi Cap Fund Reg Gr 05-12-2021 8.34 Bottom Quartile 6.88 Bottom Quartile 19.3 Bottom Quartile
Kotak Multicap Fund Reg Gr 03-09-2021 8.27 Bottom Quartile 4.79 Bottom Quartile 26.86 Upper Middle Quartile
HSBC Multi Cap Fund Reg Gr 05-01-2023 8.27 Bottom Quartile 6.25 Bottom Quartile 28.3 Upper Middle Quartile
DSP Multicap Reg Gr 05-01-2024 7.59 Bottom Quartile 8.91 Lower Middle Quartile - -
Bank of India Multi Cap Fund Reg Gr 03-03-2023 7.36 Bottom Quartile 7.29 Lower Middle Quartile 22.13 Lower Middle Quartile
Tata Multicap Fund Dir Gr 02-02-2023 5.99 Bottom Quartile 2.04 Bottom Quartile 14.14 Bottom Quartile
ITI Multi Cap Dir Gr 15-05-2019 5.61 Bottom Quartile 1.38 Bottom Quartile 22.04 Lower Middle Quartile
Tata Multicap Fund Reg Gr 05-02-2023 4.4 Bottom Quartile 0.48 Bottom Quartile 12.33 Bottom Quartile
ITI Multi Cap Reg Gr 15-05-2019 3.88 Bottom Quartile -0.28 Bottom Quartile 20.01 Bottom Quartile
Quant Active Fund Gr Dir 01-01-2013 -5.96 Bottom Quartile -4.39 Bottom Quartile 12.94 Bottom Quartile
Quant Active Fund Gr 21-03-2001 -7.03 Bottom Quartile -5.46 Bottom Quartile 11.74 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.

Disclaimer : We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.