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Mutual Fund Quartile Ranking

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Data as on - 09-10-2024
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
Axis Multicap Fund Dir Gr 16-12-2021 55.18 Top Quartile 57.67 Top Quartile 52.98 Top Quartile
Axis Multicap Fund Reg Gr 05-12-2021 53.29 Top Quartile 55.79 Top Quartile 51.13 Upper Middle Quartile
HSBC Multi Cap Fund Dir Gr 30-01-2023 53.12 Top Quartile 53.78 Top Quartile 61.9 Top Quartile
Kotak Multicap Fund Dir Gr 29-09-2021 53.03 Top Quartile 54.24 Top Quartile 58.61 Top Quartile
LIC MF Multi Cap Fund Dir Gr 31-10-2022 51.59 Top Quartile 53.31 Top Quartile 51.03 Upper Middle Quartile
HSBC Multi Cap Fund Reg Gr 30-01-2023 51.08 Top Quartile 51.74 Top Quartile 59.72 Top Quartile
Kotak Multicap Fund Reg Gr 29-09-2021 51.05 Top Quartile 52.25 Top Quartile 56.5 Top Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 50.56 Top Quartile 50.98 Top Quartile 48.51 Upper Middle Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 49.82 Top Quartile 49.37 Upper Middle Quartile 46.33 Lower Middle Quartile
WhiteOak Capital Multi Cap Fund Dir Gr 22-09-2023 49.17 Top Quartile 49.27 Upper Middle Quartile - -
LIC MF Multi Cap Fund Reg Gr 31-10-2022 49.1 Top Quartile 50.79 Top Quartile 48.55 Upper Middle Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 49.0 Upper Middle Quartile 49.43 Top Quartile 47.03 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 47.95 Upper Middle Quartile 47.51 Upper Middle Quartile 44.5 Lower Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 47.91 Upper Middle Quartile 49.8 Top Quartile 56.32 Top Quartile
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 47.53 Upper Middle Quartile 47.76 Upper Middle Quartile 51.7 Upper Middle Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 47.07 Upper Middle Quartile 46.62 Upper Middle Quartile 51.75 Upper Middle Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 47.07 Upper Middle Quartile 46.62 Upper Middle Quartile 51.75 Upper Middle Quartile
Bank of India Multi Cap Fund Dir Gr 03-03-2023 47.04 Upper Middle Quartile 47.64 Upper Middle Quartile 54.44 Top Quartile
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 46.65 Upper Middle Quartile 46.77 Upper Middle Quartile - -
ICICI Pru Multi Cap Dir Gr 01-01-2013 46.62 Upper Middle Quartile 49.07 Upper Middle Quartile 46.28 Lower Middle Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 45.89 Upper Middle Quartile 45.45 Lower Middle Quartile 50.57 Upper Middle Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 45.89 Upper Middle Quartile 45.45 Lower Middle Quartile 50.57 Upper Middle Quartile
Bank of India Multi Cap Fund Reg Gr 03-03-2023 45.54 Upper Middle Quartile 46.1 Lower Middle Quartile 52.91 Top Quartile
HDFC Multi Cap Fund Dir Gr 07-12-2021 45.5 Lower Middle Quartile 47.3 Upper Middle Quartile 50.24 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 45.41 Lower Middle Quartile 47.84 Upper Middle Quartile 45.09 Lower Middle Quartile
ITI Multi Cap Reg Gr 15-05-2019 45.41 Lower Middle Quartile 47.27 Upper Middle Quartile 53.61 Top Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 45.33 Lower Middle Quartile 45.56 Lower Middle Quartile 49.4 Upper Middle Quartile
Canara Robeco Multi Cap Fund Dir Gr 28-07-2023 45.26 Lower Middle Quartile 46.64 Upper Middle Quartile - -
HDFC Multi Cap Fund Gr 07-12-2021 43.87 Lower Middle Quartile 45.62 Lower Middle Quartile 48.5 Upper Middle Quartile
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 43.28 Lower Middle Quartile 44.46 Lower Middle Quartile - -
ABSL Multi-Cap Fund Dir Gr 07-05-2021 42.75 Lower Middle Quartile 43.18 Lower Middle Quartile 41.59 Lower Middle Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 42.35 Lower Middle Quartile 43.97 Lower Middle Quartile 43.26 Lower Middle Quartile
SBI Multicap Fund Dir Gr 08-03-2022 42.23 Lower Middle Quartile 42.23 Lower Middle Quartile 36.94 Bottom Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 41.27 Lower Middle Quartile 43.46 Lower Middle Quartile 43.91 Lower Middle Quartile
SBI Multicap Fund Reg Gr 05-03-2022 41.07 Bottom Quartile 41.07 Bottom Quartile 35.8 Bottom Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 41.07 Bottom Quartile 41.49 Bottom Quartile 39.78 Bottom Quartile
Union Multicap Fund Dir Gr 19-12-2022 40.59 Bottom Quartile 41.25 Bottom Quartile 42.24 Lower Middle Quartile
Quant Active Fund Gr Dir 01-01-2013 40.28 Bottom Quartile 41.38 Bottom Quartile 53.66 Top Quartile
Bandhan Multi Cap Fund Reg Gr 02-12-2021 40.25 Bottom Quartile 41.83 Bottom Quartile 41.11 Bottom Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 39.71 Bottom Quartile 41.88 Bottom Quartile 42.32 Lower Middle Quartile
Mirae Asset Multicap Fund Dir Gr 24-08-2023 39.69 Bottom Quartile 41.04 Bottom Quartile 42.99 Lower Middle Quartile
Quant Active Fund Gr 21-03-2001 38.82 Bottom Quartile 39.91 Bottom Quartile 52.07 Top Quartile
Union Multicap Fund Reg Gr 19-12-2022 38.74 Bottom Quartile 39.44 Bottom Quartile 40.33 Bottom Quartile
Mirae Asset Multicap Fund Reg Gr 01-08-2023 37.58 Bottom Quartile 38.91 Bottom Quartile - -
Tata Multicap Fund Dir Gr 02-02-2023 31.29 Bottom Quartile 33.66 Bottom Quartile 35.3 Bottom Quartile
Tata Multicap Fund Reg Gr 01-02-2023 29.12 Bottom Quartile 31.45 Bottom Quartile 33.09 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.