Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on -
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
HSBC Multi Cap Fund - Direct - Growth 30-01-2023 60.09 Top Quartile 61.9 Top Quartile 61.36 Top Quartile
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 57.94 Top Quartile 59.72 Top Quartile 59.19 Top Quartile
Kotak Multicap Fund-Direct Plan-Growth 29-09-2021 57.26 Top Quartile 58.61 Top Quartile 65.14 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 55.19 Top Quartile 56.5 Top Quartile 62.83 Top Quartile
ITI Multi Cap Fund - Direct Plan - Growth Option 15-05-2019 53.99 Top Quartile 56.32 Top Quartile 59.03 Top Quartile
Axis Multicap Fund - Direct Growth 16-12-2021 53.69 Top Quartile 52.98 Top Quartile 55.63 Top Quartile
LIC MF Multi Cap Fund-Direct Plan-Growth 31-10-2022 52.99 Top Quartile 51.03 Upper Middle Quartile 43.23 Bottom Quartile
Bank of India Multi Cap Fund Direct Plan - Growth 03-03-2023 52.88 Top Quartile 54.44 Top Quartile 53.63 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 51.69 Top Quartile 51.13 Upper Middle Quartile 53.48 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 51.33 Top Quartile 53.61 Top Quartile 56.18 Top Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 51.27 Upper Middle Quartile 52.91 Top Quartile 52.27 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 50.47 Upper Middle Quartile 48.55 Lower Middle Quartile 40.82 Bottom Quartile
Quant Active Fund-GROWTH OPTION-Direct Plan 01-01-2013 50.45 Upper Middle Quartile 53.66 Top Quartile 53.95 Top Quartile
HDFC Multi Cap Fund - Growth Option - Direct Plan 07-12-2021 49.97 Upper Middle Quartile 50.24 Upper Middle Quartile 53.08 Upper Middle Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option 01-01-2013 49.14 Upper Middle Quartile 51.75 Upper Middle Quartile 53.33 Upper Middle Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option 01-01-2013 49.14 Upper Middle Quartile 51.75 Upper Middle Quartile 53.33 Upper Middle Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 48.9 Upper Middle Quartile 52.07 Upper Middle Quartile 52.33 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth 04-05-2017 48.73 Upper Middle Quartile 51.7 Upper Middle Quartile 53.51 Top Quartile
HDFC Multi Cap Fund - Growth Option 07-12-2021 48.24 Upper Middle Quartile 48.5 Lower Middle Quartile 51.31 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Bonus Option 28-03-2005 47.98 Upper Middle Quartile 50.57 Upper Middle Quartile 52.19 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 47.98 Upper Middle Quartile 50.57 Upper Middle Quartile 52.19 Upper Middle Quartile
ICICI Prudential Multicap Fund - Direct Plan - Growth 01-01-2013 47.85 Lower Middle Quartile 46.28 Lower Middle Quartile 51.19 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option 01-01-2013 46.68 Lower Middle Quartile 48.51 Lower Middle Quartile 49.2 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 46.64 Lower Middle Quartile 45.09 Lower Middle Quartile 49.98 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 46.48 Lower Middle Quartile 49.4 Upper Middle Quartile 51.17 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 45.21 Lower Middle Quartile 47.03 Lower Middle Quartile 47.74 Lower Middle Quartile
Invesco India Multicap Fund - Direct Plan - Growth Option 01-01-2013 44.91 Lower Middle Quartile 46.33 Lower Middle Quartile 46.51 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN 02-12-2021 44.11 Lower Middle Quartile 43.26 Lower Middle Quartile 43.95 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option 02-01-2013 43.15 Lower Middle Quartile 43.91 Lower Middle Quartile 43.31 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 43.11 Lower Middle Quartile 44.5 Lower Middle Quartile 44.67 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 41.95 Bottom Quartile 41.11 Bottom Quartile 41.77 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 41.57 Bottom Quartile 42.32 Bottom Quartile 41.72 Bottom Quartile
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth 07-05-2021 39.9 Bottom Quartile 41.59 Bottom Quartile 42.96 Bottom Quartile
Union Multicap Fund - Direct Plan - Growth Option 19-12-2022 39.48 Bottom Quartile 42.24 Bottom Quartile 46.66 Lower Middle Quartile
SBI Multicap Fund- Direct Plan- Growth option 08-03-2022 38.71 Bottom Quartile 36.94 Bottom Quartile 38.27 Bottom Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 38.28 Bottom Quartile 39.78 Bottom Quartile 41.24 Bottom Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 37.59 Bottom Quartile 40.33 Bottom Quartile 44.81 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 37.56 Bottom Quartile 35.8 Bottom Quartile 37.06 Bottom Quartile
Tata Multicap Fund - Direct Plan - Growth 02-02-2023 33.46 Bottom Quartile 35.3 Bottom Quartile 34.52 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 31.27 Bottom Quartile 33.09 Bottom Quartile 32.31 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.