Quartile Ranking of Funds

Category: Equity: Multi Cap Data as on - 06-12-2024
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
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 41.19 Top Quartile 55.79 Top Quartile 51.13 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 39.03 Top Quartile 49.43 Top Quartile 47.03 Upper Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 38.37 Top Quartile - - - -
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 38.21 Top Quartile 52.25 Top Quartile 56.5 Top Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 38.04 Upper Middle Quartile 50.79 Top Quartile 48.55 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 37.07 Upper Middle Quartile 47.51 Upper Middle Quartile 44.5 Lower Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 36.93 Upper Middle Quartile 51.74 Top Quartile 59.72 Top Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 36.64 Upper Middle Quartile 46.77 Upper Middle Quartile - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 34.4 Upper Middle Quartile 45.45 Lower Middle Quartile 50.57 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 31.57 Lower Middle Quartile 47.84 Upper Middle Quartile 45.09 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 31.38 Lower Middle Quartile 41.07 Bottom Quartile 35.8 Bottom Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 31.34 Lower Middle Quartile 46.1 Lower Middle Quartile 52.91 Top Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 30.65 Lower Middle Quartile 45.56 Lower Middle Quartile 49.4 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 30.19 Lower Middle Quartile 47.27 Upper Middle Quartile 53.61 Top Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 30.02 Lower Middle Quartile 44.46 Lower Middle Quartile - -
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 29.15 Bottom Quartile 41.49 Bottom Quartile 39.78 Bottom Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 28.37 Bottom Quartile 41.83 Lower Middle Quartile 41.11 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 05-12-2021 28.32 Bottom Quartile 45.62 Lower Middle Quartile 48.5 Upper Middle Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 28.01 Bottom Quartile 38.91 Bottom Quartile - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 27.19 Bottom Quartile 41.88 Lower Middle Quartile 42.32 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 26.53 Bottom Quartile 39.44 Bottom Quartile 40.33 Lower Middle Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 22.92 Bottom Quartile 39.91 Bottom Quartile 52.07 Top Quartile
Tata Multicap Fund - Regular Plan - Growth 01-02-2023 20.04 Bottom Quartile 31.45 Bottom Quartile 33.09 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 above.