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Mutual Fund Quartile Ranking


Data as on - 27-01-2023
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
Nippon India Multi Cap Dir Gr Gr 01-01-2013 11.58 Top Quartile 15.02 Top Quartile 12.88 Top Quartile
Nippon India Multi Cap Dir Gr Bonus 01-01-2013 11.58 Top Quartile 15.02 Top Quartile 12.88 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 10.74 Top Quartile 14.16 Top Quartile 12.07 Top Quartile
Nippon India Multi Cap Gr Bonus 28-03-2005 10.74 Top Quartile 14.16 Top Quartile 12.07 Top Quartile
Kotak Multicap Fund Dir Gr 29-09-2021 9.24 Top Quartile 11.85 Top Quartile - -
HDFC Multi Cap Fund Dir Gr 07-12-2021 9.18 Top Quartile 11.33 Top Quartile - -
HDFC Multi Cap Fund Gr 07-12-2021 7.52 Top Quartile 9.63 Upper Middle Quartile - -
Kotak Multicap Fund Reg Gr 29-09-2021 7.38 Upper Middle Quartile 9.95 Upper Middle Quartile - -
IDFC Multi Cap Fund Dir Gr 02-12-2021 7.12 Upper Middle Quartile 8.69 Upper Middle Quartile - -
IDFC Multi Cap Fund Reg Gr 02-12-2021 5.32 Upper Middle Quartile 6.89 Upper Middle Quartile - -
Quant Active Fund Gr Dir 01-01-2013 5.23 Upper Middle Quartile 12.12 Top Quartile 9.52 Top Quartile
ICICI Pru Multi Cap Dir Gr 01-01-2013 4.47 Upper Middle Quartile 5.62 Upper Middle Quartile 2.82 Top Quartile
Quant Active Fund Gr 21-03-2001 3.69 Upper Middle Quartile 10.47 Upper Middle Quartile 7.76 Top Quartile
ICICI Pru Multi Cap Gr 01-10-1994 3.53 Lower Middle Quartile 4.67 Lower Middle Quartile 1.89 Upper Middle Quartile
ITI Multi Cap Dir Gr 15-05-2019 2.5 Lower Middle Quartile 4.98 Lower Middle Quartile -5.53 Bottom Quartile
ITI Multi Cap Reg Gr 05-05-2019 0.32 Lower Middle Quartile 2.75 Lower Middle Quartile -7.54 Bottom Quartile
Axis Multicap Fund Dir Gr 16-12-2021 0.1 Lower Middle Quartile -0.2 Lower Middle Quartile - -
Baroda Multi Cap Plan B Dir Gr 01-01-2013 0.07 Lower Middle Quartile -2.04 Bottom Quartile -0.78 Bottom Quartile
Invesco India Multi Cap Dir Gr 01-01-2013 -0.43 Lower Middle Quartile -0.84 Bottom Quartile -1.13 Bottom Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 -0.98 Lower Middle Quartile -3.04 Bottom Quartile -1.75 Bottom Quartile
Axis Multicap Fund Reg Gr 05-12-2021 -1.35 Bottom Quartile -1.79 Bottom Quartile - -
ABSL Multi-Cap Fund Reg Gr 07-05-2021 -1.64 Bottom Quartile -0.24 Lower Middle Quartile -1.47 Bottom Quartile
Mahindra Manulife Multi Cap Badhat Yojana Dir Gr 04-05-2017 -1.78 Bottom Quartile 3.52 Lower Middle Quartile 2.62 Upper Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 -1.79 Bottom Quartile -2.2 Bottom Quartile -2.49 Bottom Quartile
Sundaram Multi Cap Fund Dir Gr 02-01-2013 -1.8 Bottom Quartile -0.39 Bottom Quartile 2.3 Upper Middle Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 -2.95 Bottom Quartile -1.57 Bottom Quartile 1.08 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 -3.56 Bottom Quartile 1.65 Lower Middle Quartile 0.77 Upper Middle 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.