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Mutual Fund Quartile Ranking


Data as on - 20-02-2024
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
HSBC Multi Cap Fund Dir Gr 30-01-2023 60.98 Top Quartile - - - -
Kotak Multicap Fund Dir Gr 29-09-2021 59.75 Top Quartile 42.03 Top Quartile 30.86 Top Quartile
HSBC Multi Cap Fund Reg Gr 30-01-2023 58.81 Top Quartile - - - -
Kotak Multicap Fund Reg Gr 29-09-2021 57.45 Top Quartile 39.9 Top Quartile 28.79 Top Quartile
ITI Multi Cap Dir Gr 15-05-2019 54.44 Top Quartile 41.28 Top Quartile 27.57 Top Quartile
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 53.07 Top Quartile 36.51 Upper Middle Quartile 25.58 Upper Middle Quartile
ITI Multi Cap Reg Gr 15-05-2019 51.62 Top Quartile 38.66 Top Quartile 25.09 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 50.69 Top Quartile 34.34 Upper Middle Quartile 23.48 Upper Middle Quartile
HDFC Multi Cap Fund Dir Gr 07-12-2021 50.09 Top Quartile 42.07 Top Quartile 31.77 Top Quartile
Quant Active Fund Gr Dir 01-01-2013 48.9 Upper Middle Quartile 26.38 Bottom Quartile 18.61 Lower Middle Quartile
Axis Multicap Fund Dir Gr 16-12-2021 48.35 Upper Middle Quartile 38.43 Top Quartile 23.15 Upper Middle Quartile
HDFC Multi Cap Fund Gr 07-12-2021 48.34 Upper Middle Quartile 40.32 Top Quartile 30.05 Top Quartile
Quant Active Fund Gr 21-03-2001 47.29 Upper Middle Quartile 24.96 Bottom Quartile 17.22 Lower Middle Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 46.98 Upper Middle Quartile 36.6 Upper Middle Quartile 25.1 Upper Middle Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 46.97 Upper Middle Quartile 39.27 Top Quartile 30.03 Top Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 46.97 Upper Middle Quartile 39.27 Top Quartile 30.03 Top Quartile
Axis Multicap Fund Reg Gr 05-12-2021 46.38 Upper Middle Quartile 36.52 Upper Middle Quartile 21.38 Lower Middle Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 45.89 Upper Middle Quartile 38.25 Upper Middle Quartile 29.07 Top Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 45.89 Upper Middle Quartile 38.25 Upper Middle Quartile 29.07 Top Quartile
ICICI Pru Multi Cap Gr 01-10-1994 45.8 Lower Middle Quartile 35.49 Upper Middle Quartile 24.06 Upper Middle Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 41.89 Lower Middle Quartile 33.63 Upper Middle Quartile 22.08 Upper Middle Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 41.01 Lower Middle Quartile 32.23 Lower Middle Quartile 20.72 Lower Middle Quartile
Union Multicap Fund Dir Gr 19-12-2022 40.91 Lower Middle Quartile 33.75 Upper Middle Quartile - -
Sundaram Multi Cap Fund Dir Gr 02-01-2013 40.28 Lower Middle Quartile 32.66 Lower Middle Quartile 18.52 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 40.1 Lower Middle Quartile 31.9 Lower Middle Quartile 20.48 Lower Middle Quartile
LIC MF Multi Cap Fund Dir Gr 31-10-2022 39.96 Lower Middle Quartile 33.09 Upper Middle Quartile - -
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 39.61 Lower Middle Quartile 30.91 Lower Middle Quartile 19.47 Lower Middle Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 39.58 Lower Middle Quartile 31.76 Lower Middle Quartile 23.44 Upper Middle Quartile
Union Multicap Fund Reg Gr 19-12-2022 38.92 Bottom Quartile 32.04 Lower Middle Quartile - -
Sundaram Multi Cap Fund Gr 05-01-2013 38.73 Bottom Quartile 31.18 Lower Middle Quartile 17.19 Lower Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 37.69 Bottom Quartile 30.03 Lower Middle Quartile 22.26 Upper Middle Quartile
LIC MF Multi Cap Fund Reg Gr 31-10-2022 37.66 Bottom Quartile 30.84 Lower Middle Quartile - -
Bandhan Multi Cap Fund Reg Gr 02-12-2021 37.45 Bottom Quartile 29.7 Bottom Quartile 21.49 Upper Middle Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 35.91 Bottom Quartile 28.34 Bottom Quartile 20.59 Lower Middle Quartile
SBI Multicap Fund Dir Gr 08-03-2022 32.04 Bottom Quartile 23.7 Bottom Quartile 15.2 Bottom Quartile
Tata Multicap Fund Dir Gr 02-02-2023 31.17 Bottom Quartile - - - -
SBI Multicap Fund Reg Gr 10-03-2022 30.85 Bottom Quartile 22.55 Bottom Quartile 14.08 Bottom Quartile
Tata Multicap Fund Reg Gr 02-02-2023 30.07 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.