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Mutual Fund Quartile Ranking


Data as on - 13-06-2024
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
Kotak Multicap Fund Dir Gr 29-09-2021 62.37 Top Quartile 63.5 Top Quartile 42.03 Top Quartile
HSBC Multi Cap Fund Dir Gr 30-01-2023 61.49 Top Quartile 58.85 Top Quartile - -
Kotak Multicap Fund Reg Gr 29-09-2021 60.19 Top Quartile 61.23 Top Quartile 39.9 Top Quartile
HSBC Multi Cap Fund Reg Gr 30-01-2023 59.3 Top Quartile 56.71 Top Quartile - -
ITI Multi Cap Dir Gr 15-05-2019 56.89 Top Quartile 57.6 Top Quartile 41.28 Top Quartile
Quant Active Fund Gr Dir 01-01-2013 54.44 Top Quartile 51.05 Upper Middle Quartile 26.38 Bottom Quartile
ITI Multi Cap Reg Gr 15-05-2019 54.14 Top Quartile 54.78 Top Quartile 38.66 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 54.09 Top Quartile 51.12 Top Quartile 39.27 Top Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 54.09 Top Quartile 51.12 Top Quartile 39.27 Top Quartile
Bank of India Multi Cap Fund Dir Gr 03-03-2023 52.9 Top Quartile 52.38 Top Quartile - -
Nippon India Multi Cap Gr Bonus 28-03-2005 52.9 Top Quartile 49.99 Upper Middle Quartile 38.25 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 52.9 Top Quartile 49.99 Upper Middle Quartile 38.25 Top Quartile
Quant Active Fund Gr 21-03-2001 52.82 Upper Middle Quartile 49.47 Upper Middle Quartile 24.96 Bottom Quartile
Axis Multicap Fund Dir Gr 16-12-2021 52.59 Upper Middle Quartile 53.19 Top Quartile 38.43 Top Quartile
Bank of India Multi Cap Fund Reg Gr 03-03-2023 51.43 Upper Middle Quartile 50.93 Upper Middle Quartile - -
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 51.18 Upper Middle Quartile 50.97 Upper Middle Quartile 36.51 Upper Middle Quartile
HDFC Multi Cap Fund Dir Gr 07-12-2021 50.78 Upper Middle Quartile 50.7 Upper Middle Quartile 42.07 Top Quartile
Axis Multicap Fund Reg Gr 05-12-2021 50.6 Upper Middle Quartile 51.2 Top Quartile 36.52 Upper Middle Quartile
LIC MF Multi Cap Fund Dir Gr 31-10-2022 50.18 Upper Middle Quartile 41.33 Lower Middle Quartile 33.09 Upper Middle Quartile
HDFC Multi Cap Fund Gr 07-12-2021 49.02 Upper Middle Quartile 48.97 Upper Middle Quartile 40.32 Top Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 48.88 Lower Middle Quartile 48.66 Lower Middle Quartile 34.34 Upper Middle Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 48.58 Lower Middle Quartile 47.2 Lower Middle Quartile 32.23 Lower Middle Quartile
LIC MF Multi Cap Fund Reg Gr 31-10-2022 47.71 Lower Middle Quartile 38.95 Bottom Quartile 30.84 Lower Middle Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 47.56 Lower Middle Quartile 49.23 Upper Middle Quartile 36.6 Upper Middle Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 47.09 Lower Middle Quartile 45.75 Lower Middle Quartile 30.91 Lower Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 46.35 Lower Middle Quartile 48.04 Lower Middle Quartile 35.49 Upper Middle Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 45.6 Lower Middle Quartile 44.29 Lower Middle Quartile 33.63 Upper Middle Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 44.54 Lower Middle Quartile 41.07 Bottom Quartile 32.66 Upper Middle Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 44.04 Lower Middle Quartile 42.07 Lower Middle Quartile 31.76 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 43.77 Lower Middle Quartile 42.48 Lower Middle Quartile 31.9 Lower Middle Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 42.94 Bottom Quartile 39.51 Bottom Quartile 31.18 Lower Middle Quartile
Union Multicap Fund Dir Gr 19-12-2022 42.11 Bottom Quartile 44.33 Lower Middle Quartile 33.75 Upper Middle Quartile
Bandhan Multi Cap Fund Reg Gr 02-12-2021 41.87 Bottom Quartile 39.92 Bottom Quartile 29.7 Lower Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 40.45 Bottom Quartile 40.63 Bottom Quartile 30.03 Lower Middle Quartile
Union Multicap Fund Reg Gr 19-12-2022 40.23 Bottom Quartile 42.51 Lower Middle Quartile 32.04 Lower Middle Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 38.69 Bottom Quartile 38.87 Bottom Quartile 28.34 Lower Middle Quartile
SBI Multicap Fund Dir Gr 08-03-2022 38.12 Bottom Quartile 36.68 Bottom Quartile 23.7 Bottom Quartile
SBI Multicap Fund Reg Gr 05-03-2022 36.96 Bottom Quartile 35.49 Bottom Quartile 22.55 Bottom Quartile
Tata Multicap Fund Dir Gr 02-02-2023 33.89 Bottom Quartile 32.64 Bottom Quartile - -
Tata Multicap Fund Reg Gr 02-02-2023 31.69 Bottom Quartile 30.48 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.