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Mutual Fund Quartile Ranking


Data as on - 20-09-2023
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
HDFC Multi Cap Fund Dir Gr 07-12-2021 27.75 Top Quartile 38.39 Top Quartile 8.92 Top Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 26.92 Top Quartile 38.6 Top Quartile 7.33 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 26.92 Top Quartile 38.6 Top Quartile 7.33 Top Quartile
HDFC Multi Cap Fund Gr 10-12-2021 26.07 Top Quartile 36.47 Top Quartile 7.3 Top Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 25.99 Top Quartile 37.59 Top Quartile 6.52 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 25.99 Top Quartile 37.59 Top Quartile 6.52 Top Quartile
Kotak Multicap Fund Dir Gr 29-09-2021 25.51 Top Quartile 34.42 Top Quartile 6.72 Top Quartile
Kotak Multicap Fund Reg Gr 29-09-2021 23.53 Upper Middle Quartile 32.22 Upper Middle Quartile 4.95 Upper Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 22.32 Upper Middle Quartile 30.81 Upper Middle Quartile 5.94 Upper Middle Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 22.02 Upper Middle Quartile 29.31 Upper Middle Quartile 3.37 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 20.99 Upper Middle Quartile 28.2 Upper Middle Quartile 2.44 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 20.82 Upper Middle Quartile 29.35 Upper Middle Quartile -1.69 Lower Middle Quartile
Axis Multicap Fund Dir Gr 16-12-2021 20.35 Upper Middle Quartile 29.01 Upper Middle Quartile -3.76 Bottom Quartile
ITI Multi Cap Reg Gr 15-05-2019 19.93 Upper Middle Quartile 28.15 Lower Middle Quartile 3.7 Upper Middle Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 19.7 Upper Middle Quartile 30.65 Upper Middle Quartile 3.69 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 18.79 Lower Middle Quartile 27.09 Lower Middle Quartile -3.47 Bottom Quartile
Axis Multicap Fund Reg Gr 05-12-2021 18.71 Lower Middle Quartile 27.2 Lower Middle Quartile -5.1 Bottom Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 17.84 Lower Middle Quartile 24.76 Bottom Quartile -1.86 Lower Middle Quartile
Bandhan Multi Cap Fund Reg Gr 02-12-2021 17.79 Lower Middle Quartile 28.46 Upper Middle Quartile 1.85 Upper Middle Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 17.45 Lower Middle Quartile 27.16 Lower Middle Quartile -0.08 Upper Middle Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 17.13 Lower Middle Quartile 27.25 Lower Middle Quartile -4.66 Bottom Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 16.22 Lower Middle Quartile 23.15 Bottom Quartile -3.3 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 15.91 Bottom Quartile 25.48 Bottom Quartile -1.43 Lower Middle Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 15.91 Bottom Quartile 25.9 Lower Middle Quartile -5.68 Bottom Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 13.88 Bottom Quartile 22.55 Bottom Quartile -3.87 Bottom Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 12.6 Bottom Quartile 21.15 Bottom Quartile -4.99 Bottom Quartile
Quant Active Fund Gr Dir 01-01-2013 11.81 Bottom Quartile 26.52 Lower Middle Quartile -2.98 Lower Middle Quartile
SBI Multicap Fund Dir Gr 08-03-2022 11.66 Bottom Quartile 21.58 Bottom Quartile -2.07 Lower Middle Quartile
SBI Multicap Fund Reg Gr 10-03-2022 10.57 Bottom Quartile 20.29 Bottom Quartile -3.16 Lower Middle Quartile
Quant Active Fund Gr 21-03-2001 10.49 Bottom Quartile 24.88 Bottom Quartile -4.3 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.