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 - 23-11-2020
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
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 316.21 27.61 Top Quartile 15.13 Top Quartile -2.75 Top Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 5,007.68 27.03 Top Quartile 23.9 Top Quartile 5.57 Top Quartile
UTI - Equity Fund-Growth Option 05-08-2005 11,917.47 24.22 Top Quartile 10.06 Top Quartile -3.81 Top Quartile
Quant Active Fund-GROWTH OPTION 21-03-2001 80.72 22.91 Top Quartile 25.98 Top Quartile -1.64 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 2,462.16 17.03 Top Quartile 7.27 Top Quartile -4.98 Top Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 383.02 13.24 Top Quartile 5.27 Top Quartile -7.18 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 6,508.90 13.03 Top Quartile -2.09 Lower Middle Quartile -3.92 Top Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 3,818.64 12.24 Top Quartile -1.64 Upper Middle Quartile -4.81 Top Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 827.02 11.96 Upper Middle Quartile 0.09 Upper Middle Quartile -11.98 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 933.29 11.92 Upper Middle Quartile 2.57 Top Quartile -8.2 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 345.90 11.91 Upper Middle Quartile 3.55 Top Quartile -5.03 Upper Middle Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 327.95 11.33 Upper Middle Quartile 0.82 Upper Middle Quartile -11.93 Lower Middle Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 288.02 9.71 Upper Middle Quartile 0.05 Upper Middle Quartile -5.72 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 14-08-1998 10,980.45 9.65 Upper Middle Quartile -0.34 Upper Middle Quartile -11.75 Lower Middle Quartile
Franklin India Equity Fund - Growth 29-09-1994 8,121.38 9.34 Upper Middle Quartile -4.84 Lower Middle Quartile -13.28 Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 645.97 9.25 Upper Middle Quartile 0.45 Upper Middle Quartile -12.62 Lower Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 05-01-2015 552.59 8.54 Upper Middle Quartile -2.67 Lower Middle Quartile -14.22 Bottom Quartile
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 1,682.50 7.77 Lower Middle Quartile 2.41 Upper Middle Quartile -5.96 Upper Middle Quartile
Kotak Standard Multicap Fund - Growth 05-09-2009 29,807.21 7.3 Lower Middle Quartile -2.23 Lower Middle Quartile -10.94 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,349.37 6.73 Lower Middle Quartile 0.16 Upper Middle Quartile -12.04 Lower Middle Quartile
Shriram Multicap Fund - Regular Growth 05-09-2018 57.86 6.46 Lower Middle Quartile -1.86 Lower Middle Quartile -11.34 Lower Middle Quartile
Sundaram Equity Fund Regular Plan Growth Option 01-09-2019 573.07 6.32 Lower Middle Quartile -1.79 Upper Middle Quartile - -
SBI Magnum Multicap Fund - Regular Plan -Growth Option 05-09-2005 8,956.84 5.96 Lower Middle Quartile -6.4 Bottom Quartile -13.86 Bottom Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 303.00 5.83 Lower Middle Quartile -4.02 Lower Middle Quartile -7.09 Upper Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 11,014.65 5.48 Lower Middle Quartile -4.5 Lower Middle Quartile -13.21 Bottom Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 517.49 5.03 Bottom Quartile -4.17 Lower Middle Quartile -8.8 Upper Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 14-09-2005 4,765.41 4.58 Bottom Quartile -6.92 Bottom Quartile -14.02 Bottom Quartile
JM Multicap Fund - Growth option 23-09-2008 128.71 3.64 Bottom Quartile -9.93 Bottom Quartile -5.44 Upper Middle Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 169.02 3.39 Bottom Quartile -4.86 Bottom Quartile -12.39 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 5,287.82 2.16 Bottom Quartile -7.65 Bottom Quartile -17.97 Bottom Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 204.90 0.42 Bottom Quartile -6.24 Bottom Quartile -17.71 Bottom Quartile
HDFC Equity Fund - Growth Option 01-01-1995 18,446.25 -2.94 Bottom Quartile -13.13 Bottom Quartile -23.51 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 146.99 -3.59 Bottom Quartile -10.7 Bottom Quartile -12.69 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 7,459.14 -6.22 Bottom Quartile -15.22 Bottom Quartile -27.64 Bottom Quartile