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 - 07-02-2023
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
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 14,160.27 10.19 Top Quartile 14.16 Top Quartile 12.07 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 4,125.01 8.18 Top Quartile 9.95 Upper Middle Quartile - -
HDFC Multi Cap Fund - Growth Option 07-12-2021 5,879.59 7.89 Upper Middle Quartile 9.63 Upper Middle Quartile - -
IDFC MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 1,197.39 5.39 Upper Middle Quartile 6.89 Upper Middle Quartile - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 7,037.40 3.53 Upper Middle Quartile 4.67 Lower Middle Quartile 1.89 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 514.62 1.29 Lower Middle Quartile 2.75 Lower Middle Quartile -7.54 Bottom Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 5,084.56 0.62 Lower Middle Quartile -1.79 Bottom Quartile - -
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 3,544.03 -0.83 Lower Middle Quartile 10.47 Upper Middle Quartile 7.76 Top Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 1,677.64 -0.89 Bottom Quartile -3.04 Bottom Quartile -1.75 Bottom Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 2,375.64 -1.46 Bottom Quartile -2.2 Bottom Quartile -2.49 Bottom Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 3,748.30 -1.54 Bottom Quartile -0.24 Lower Middle Quartile -1.47 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 1,846.91 -2.9 Bottom Quartile -1.57 Bottom Quartile 1.08 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 1,544.63 -3.06 Bottom Quartile 1.65 Lower Middle Quartile 0.77 Upper Middle Quartile