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Mutual Fund Quartile Ranking


Data as on - 01-06-2023
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 26.25 Top Quartile 10.42 Top Quartile 11.33 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 26.13 Top Quartile 8.45 Top Quartile 15.02 Top Quartile
Nippon India Multi Cap Dir Gr Gr 01-01-2013 26.13 Top Quartile 8.45 Top Quartile 15.02 Top Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 25.22 Top Quartile 7.64 Top Quartile 14.16 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 25.22 Top Quartile 7.64 Top Quartile 14.16 Top Quartile
HDFC Multi Cap Fund Gr 01-12-2021 24.48 Top Quartile 8.77 Top Quartile 9.63 Upper Middle Quartile
Kotak Multicap Fund Dir Gr 29-09-2021 23.01 Top Quartile 7.11 Top Quartile 11.85 Top Quartile
Kotak Multicap Fund Reg Gr 29-09-2021 21.0 Upper Middle Quartile 5.33 Upper Middle Quartile 9.95 Upper Middle Quartile
Bandhan Multi Cap Fund Dir Gr 02-12-2021 20.07 Upper Middle Quartile 4.43 Upper Middle Quartile 8.69 Upper Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 18.75 Upper Middle Quartile 7.01 Upper Middle Quartile 4.98 Upper Middle Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 18.45 Upper Middle Quartile 4.1 Upper Middle Quartile 5.62 Upper Middle Quartile
Bandhan Multi Cap Fund Reg Gr 02-12-2021 18.04 Upper Middle Quartile 2.68 Upper Middle Quartile 6.89 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 17.42 Upper Middle Quartile 3.17 Upper Middle Quartile 4.67 Upper Middle Quartile
Axis Multicap Fund Dir Gr 16-12-2021 17.32 Upper Middle Quartile -2.13 Lower Middle Quartile -0.2 Lower Middle Quartile
Baroda Multi Cap Plan B Dir Gr 01-01-2013 16.84 Upper Middle Quartile -3.76 Bottom Quartile -2.04 Bottom Quartile
ITI Multi Cap Reg Gr 15-05-2019 16.31 Lower Middle Quartile 4.76 Upper Middle Quartile 2.75 Lower Middle Quartile
Axis Multicap Fund Reg Gr 05-12-2021 15.69 Lower Middle Quartile -3.67 Bottom Quartile -1.79 Bottom Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 15.6 Lower Middle Quartile -4.79 Bottom Quartile -3.04 Bottom Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 15.47 Lower Middle Quartile 1.04 Upper Middle Quartile -0.84 Bottom Quartile
Mahindra Manulife Multi Cap Fund Dir Gr 04-05-2017 14.43 Lower Middle Quartile -0.65 Lower Middle Quartile 3.52 Lower Middle Quartile
ABSL Multi-Cap Fund Dir Gr 07-05-2021 14.25 Lower Middle Quartile -0.64 Lower Middle Quartile 1.43 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 13.94 Lower Middle Quartile -0.31 Lower Middle Quartile -2.2 Bottom Quartile
Quant Active Fund Gr Dir 01-01-2013 13.8 Bottom Quartile -1.87 Lower Middle Quartile 12.12 Top Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 12.64 Bottom Quartile -2.05 Lower Middle Quartile -0.24 Bottom Quartile
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 12.41 Bottom Quartile -2.45 Bottom Quartile 1.65 Lower Middle Quartile
Quant Active Fund Gr 21-03-2001 12.29 Bottom Quartile -3.2 Bottom Quartile 10.47 Upper Middle Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 12.15 Bottom Quartile -2.63 Bottom Quartile -0.39 Bottom Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 10.87 Bottom Quartile -3.77 Bottom Quartile -1.57 Bottom Quartile
SBI Multicap Fund Dir Gr 08-03-2022 10.61 Bottom Quartile -1.2 Lower Middle Quartile - -
SBI Multicap Fund Reg Gr 10-03-2022 9.42 Bottom Quartile -2.3 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.