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 - 03-12-2021
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
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 1,304.41 67.23 Top Quartile 81.2 Upper Middle Quartile 97.06 Top Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 853.87 57.29 Top Quartile 79.14 Upper Middle Quartile 71.06 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 10,969.56 55.7 Upper Middle Quartile 83.47 Top Quartile 71.92 Upper Middle Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 862.30 52.08 Upper Middle Quartile 69.38 Lower Middle Quartile 63.62 Lower Middle Quartile
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 1,170.64 50.09 Lower Middle Quartile 75.63 Upper Middle Quartile 65.52 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 1,721.77 46.01 Lower Middle Quartile 66.71 Bottom Quartile 68.33 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 599.34 44.19 Lower Middle Quartile 67.02 Bottom Quartile 57.08 Bottom Quartile
Sundaram Equity Fund Regular Plan - Growth 01-09-2019 847.37 41.36 Bottom Quartile 62.14 Bottom Quartile 61.01 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 6,585.23 41.32 Bottom Quartile 69.02 Lower Middle Quartile 63.18 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 325.53 25.45 Bottom Quartile 54.96 Bottom Quartile 54.11 Bottom Quartile