Mutual Fund Quartile Ranking
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 |
---|---|---|---|---|---|---|---|
Kotak Multicap Fund Dir Gr | 29-09-2021 | 65.12 | Top Quartile | 42.03 | Top Quartile | 30.86 | Top Quartile |
Kotak Multicap Fund Reg Gr | 29-09-2021 | 62.8 | Top Quartile | 39.9 | Top Quartile | 28.79 | Top Quartile |
HSBC Multi Cap Fund Dir Gr | 30-01-2023 | 62.1 | Top Quartile | - | - | - | - |
ITI Multi Cap Dir Gr | 15-05-2019 | 60.02 | Top Quartile | 41.28 | Top Quartile | 27.57 | Top Quartile |
HSBC Multi Cap Fund Reg Gr | 30-01-2023 | 59.91 | Top Quartile | - | - | - | - |
ITI Multi Cap Reg Gr | 15-05-2019 | 57.14 | Top Quartile | 38.66 | Top Quartile | 25.09 | Upper Middle Quartile |
Axis Multicap Fund Dir Gr | 16-12-2021 | 55.94 | Top Quartile | 38.43 | Top Quartile | 23.15 | Upper Middle Quartile |
Quant Active Fund Gr Dir | 01-01-2013 | 55.08 | Top Quartile | 26.38 | Bottom Quartile | 18.61 | Lower Middle Quartile |
Nippon India Multi Cap Dir Gr Bonus | 01-01-2013 | 54.07 | Top Quartile | 39.27 | Top Quartile | 30.03 | Top Quartile |
Nippon India Multi Cap Dir Gr Gr | 01-01-2013 | 54.07 | Top Quartile | 39.27 | Top Quartile | 30.03 | Top Quartile |
Axis Multicap Fund Reg Gr | 05-12-2021 | 53.9 | Upper Middle Quartile | 36.52 | Upper Middle Quartile | 21.38 | Upper Middle Quartile |
Mahindra Manulife Multi Cap Fund Dir Gr | 04-05-2017 | 53.83 | Upper Middle Quartile | 36.51 | Upper Middle Quartile | 25.58 | Top Quartile |
Quant Active Fund Gr | 21-03-2001 | 53.44 | Upper Middle Quartile | 24.96 | Bottom Quartile | 17.22 | Lower Middle Quartile |
HDFC Multi Cap Fund Dir Gr | 07-12-2021 | 53.36 | Upper Middle Quartile | 42.07 | Top Quartile | 31.77 | Top Quartile |
Bank of India Multi Cap Fund Dir Gr | 03-03-2023 | 53.04 | Upper Middle Quartile | - | - | - | - |
Nippon India Multi Cap Gr Gr | 25-03-2005 | 52.91 | Upper Middle Quartile | 38.25 | Top Quartile | 29.07 | Top Quartile |
Nippon India Multi Cap Gr Bonus | 28-03-2005 | 52.91 | Upper Middle Quartile | 38.25 | Top Quartile | 29.07 | Top Quartile |
ICICI Pru Multi Cap Dir Gr | 01-01-2013 | 52.29 | Upper Middle Quartile | 36.6 | Upper Middle Quartile | 25.1 | Upper Middle Quartile |
HDFC Multi Cap Fund Gr | 07-12-2021 | 51.6 | Upper Middle Quartile | 40.32 | Top Quartile | 30.05 | Top Quartile |
Bank of India Multi Cap Fund Reg Gr | 03-03-2023 | 51.52 | Upper Middle Quartile | - | - | - | - |
Mahindra Manulife Multi Cap Fund Reg Gr | 05-05-2017 | 51.47 | Lower Middle Quartile | 34.34 | Upper Middle Quartile | 23.48 | Upper Middle Quartile |
ICICI Pru Multi Cap Gr | 01-10-1994 | 51.06 | Lower Middle Quartile | 35.49 | Upper Middle Quartile | 24.06 | Upper Middle Quartile |
Baroda Multi Cap Plan B Dir Gr | 01-01-2013 | 48.83 | Lower Middle Quartile | 32.23 | Lower Middle Quartile | 20.72 | Lower Middle Quartile |
Invesco India Multi Cap Dir Gr | 01-01-2013 | 47.51 | Lower Middle Quartile | 33.63 | Upper Middle Quartile | 22.08 | Upper Middle Quartile |
Baroda BNP Paribas Multi Cap Plan A Gr | 12-09-2003 | 47.37 | Lower Middle Quartile | 30.91 | Lower Middle Quartile | 19.47 | Lower Middle Quartile |
Union Multicap Fund Dir Gr | 19-12-2022 | 46.96 | Lower Middle Quartile | 33.75 | Upper Middle Quartile | - | - |
Invesco India Multi Cap Gr | 17-03-2008 | 45.64 | Lower Middle Quartile | 31.9 | Lower Middle Quartile | 20.48 | Lower Middle Quartile |
Union Multicap Fund Reg Gr | 19-12-2022 | 45.09 | Lower Middle Quartile | 32.04 | Lower Middle Quartile | - | - |
Bandhan Multi Cap Fund Dir Gr | 02-12-2021 | 44.26 | Lower Middle Quartile | 31.76 | Lower Middle Quartile | 23.44 | Upper Middle Quartile |
LIC MF Multi Cap Fund Dir Gr | 31-10-2022 | 43.86 | Lower Middle Quartile | 33.09 | Upper Middle Quartile | - | - |
ABSL Multi-Cap Fund Dir Gr | 07-05-2021 | 43.46 | Bottom Quartile | 30.03 | Lower Middle Quartile | 22.26 | Upper Middle Quartile |
Sundaram Multi Cap Fund Dir Gr | 02-01-2013 | 43.34 | Bottom Quartile | 32.66 | Upper Middle Quartile | 18.52 | Lower Middle Quartile |
Bandhan Multi Cap Fund Reg Gr | 02-12-2021 | 42.06 | Bottom Quartile | 29.7 | Lower Middle Quartile | 21.49 | Upper Middle Quartile |
Sundaram Multi Cap Fund Gr | 05-01-2013 | 41.75 | Bottom Quartile | 31.18 | Lower Middle Quartile | 17.19 | Lower Middle Quartile |
ABSL Multi-Cap Fund Reg Gr | 07-05-2021 | 41.62 | Bottom Quartile | 28.34 | Lower Middle Quartile | 20.59 | Lower Middle Quartile |
LIC MF Multi Cap Fund Reg Gr | 31-10-2022 | 41.49 | Bottom Quartile | 30.84 | Lower Middle Quartile | - | - |
SBI Multicap Fund Dir Gr | 08-03-2022 | 38.3 | Bottom Quartile | 23.7 | Bottom Quartile | 15.2 | Lower Middle Quartile |
SBI Multicap Fund Reg Gr | 05-03-2022 | 37.09 | Bottom Quartile | 22.55 | Bottom Quartile | 14.08 | Lower Middle Quartile |
Tata Multicap Fund Dir Gr | 02-02-2023 | 34.97 | Bottom Quartile | - | - | - | - |
Tata Multicap Fund Reg Gr | 02-02-2023 | 32.75 | 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.