Mutual Fund Quartile Ranking

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.

Data as on - 07-12-2023
Scheme Name Launch Date AUM (Crore) 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 - Growth Option 10-12-2021 8,962.35 32.47 Top Quartile 30.05 Top Quartile 36.47 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 20,916.43 31.75 Top Quartile 29.07 Top Quartile 37.59 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 6,354.48 30.8 Upper Middle Quartile 28.79 Top Quartile 32.22 Top Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 658.62 29.53 Upper Middle Quartile 25.09 Upper Middle Quartile 28.15 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 8,760.66 27.0 Upper Middle Quartile 24.06 Upper Middle Quartile 28.2 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 4,257.74 26.97 Upper Middle Quartile 21.38 Lower Middle Quartile 27.2 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 2,205.04 26.06 Lower Middle Quartile 23.48 Upper Middle Quartile 27.09 Lower Middle Quartile
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 680.82 25.29 Lower Middle Quartile - - - -
Invesco India Multicap Fund - Growth Option 17-03-2008 2,674.70 24.59 Lower Middle Quartile 20.48 Lower Middle Quartile 25.48 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1,839.88 23.59 Lower Middle Quartile 19.47 Lower Middle Quartile 25.9 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2,039.73 22.86 Bottom Quartile 17.19 Bottom Quartile 21.15 Bottom Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 1,532.61 22.58 Bottom Quartile 21.49 Lower Middle Quartile 28.46 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 4,363.67 21.77 Bottom Quartile 20.59 Lower Middle Quartile 23.15 Bottom Quartile
SBI Multicap Fund- Regular Plan- Growth Option 10-03-2022 12,958.44 19.05 Bottom Quartile 14.08 Bottom Quartile 20.29 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 6,059.61 15.97 Bottom Quartile 17.22 Bottom Quartile 24.88 Lower Middle Quartile