Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on - 24-01-2020
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
DSP Equity Fund - Regular Plan - Growth 29-04-1997 23.31 Top Quartile 17.04 Top Quartile 16.66 Top Quartile
JM Multicap Fund - Growth option 23-09-2008 20.83 Top Quartile 16.62 Top Quartile 15.66 Top Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 20.12 Top Quartile 13.21 Top Quartile 8.08 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 19.65 Top Quartile 17.19 Top Quartile 17.08 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 17.49 Top Quartile 13.85 Top Quartile 8.03 Upper Middle Quartile
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 17.39 Top Quartile 12.83 Upper Middle Quartile - -
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 17.19 Top Quartile 14.43 Top Quartile 4.1 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth 05-09-2009 17.07 Top Quartile 12.28 Upper Middle Quartile 8.7 Top Quartile
UTI - Equity Fund-Growth Option 05-08-2005 16.84 Upper Middle Quartile 11.73 Upper Middle Quartile 5.33 Upper Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 16.77 Upper Middle Quartile 13.73 Top Quartile 8.4 Top Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 16.08 Upper Middle Quartile 10.05 Upper Middle Quartile 6.53 Upper Middle Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 15.88 Upper Middle Quartile 11.83 Upper Middle Quartile 4.76 Lower Middle Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 15.77 Upper Middle Quartile 12.28 Upper Middle Quartile 8.21 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 05-09-2005 15.77 Upper Middle Quartile 10.97 Upper Middle Quartile 10.08 Top Quartile
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 15.46 Upper Middle Quartile 10.51 Upper Middle Quartile 9.92 Top Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 14.89 Upper Middle Quartile 13.13 Top Quartile 9.99 Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 01-08-1998 14.14 Lower Middle Quartile 8.53 Lower Middle Quartile 5.3 Upper Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 13.56 Lower Middle Quartile 7.58 Lower Middle Quartile 4.79 Lower Middle Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 12.32 Lower Middle Quartile 6.32 Lower Middle Quartile 5.84 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 11.93 Lower Middle Quartile 4.61 Bottom Quartile 1.02 Bottom Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 11.75 Lower Middle Quartile 7.92 Lower Middle Quartile 7.2 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 11.69 Lower Middle Quartile 5.99 Bottom Quartile -0.13 Bottom Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 11.68 Lower Middle Quartile 8.38 Lower Middle Quartile 4.89 Lower Middle Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 11.57 Lower Middle Quartile 6.17 Bottom Quartile 0.67 Bottom Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 11.12 Bottom Quartile 8.89 Lower Middle Quartile 4.96 Lower Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 10.66 Bottom Quartile 4.9 Bottom Quartile 1.97 Lower Middle Quartile
Shriram Multicap Fund - Regular Growth 05-09-2018 9.95 Bottom Quartile 6.53 Lower Middle Quartile - -
HDFC Equity Fund - Growth Option 01-01-1995 8.39 Bottom Quartile 6.83 Lower Middle Quartile 4.76 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 8.18 Bottom Quartile 3.94 Bottom Quartile -0.93 Bottom Quartile
Franklin India Equity Fund - Growth 29-09-1994 7.67 Bottom Quartile 3.34 Bottom Quartile -0.6 Bottom Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 01-03-2005 6.72 Bottom Quartile 2.2 Bottom Quartile 4.76 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 5.68 Bottom Quartile 4.08 Bottom Quartile -0.24 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.