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Downside Volatility Ranking

Scheme Name Launch Date 3 years Volatility Quartile Rank
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 01-08-1998 16.58 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 15.74 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 18.13 Lower Middle Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 15.68 Top Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 11.78 Top Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 05-01-2015 16.14 Upper Middle Quartile
Franklin India Equity Fund - Growth 29-09-1994 21.02 Bottom Quartile
HDFC Equity Fund - Growth Option 01-01-1995 25.2 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 20.43 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 26.04 Bottom Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 14.07 Top Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 16.18 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 15.95 Upper Middle Quartile
JM Multicap Fund - Growth option 23-09-2008 12.21 Top Quartile
Kotak Standard Multicap Fund - Growth 05-09-2009 18.54 Lower Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 18.07 Lower Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 15.18 Top Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 16.06 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 05-03-2005 26.81 Bottom Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 14.67 Top Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 15.47 Top Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 17.5 Lower Middle Quartile
Quant Active Fund-GROWTH OPTION 21-03-2001 22.01 Bottom Quartile
Sahara Growth Fund-Growth 30-08-2002 17.01 Upper Middle Quartile
Sahara Star Value Fund-Growth Option 14-09-2009 19.62 Bottom Quartile
Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option 01-09-2005 19.41 Lower Middle Quartile
Sahara Wealth Plus Fund-Variable Pricing Option-Growth Option 01-09-2005 18.8 Lower Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Online 29-09-2005 16.51 Upper Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 19.7 Bottom Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 14.42 Top Quartile
UTI - Equity Fund-Growth Option 05-08-2005 17.51 Lower Middle 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 lowest volatility in the chosen time period are assigned to "Top Quartile", whereas those with the highest volatility are assigned to "Bottom Quartile". Volatility of a fund is a measure of returns fluctuation and is measured in terms of annualized standard deviation of monthly rolling returns over the period selected by the user (from the drop down menu). Volatility can be good or bad. If price (NAV) of a fund increases rapidly, the volatility of the fund will increase, but this is "good volatility". If price (NAV) of a fund falls rapidly, the volatility of the fund will also increase, however, this is "bad volatility". "Downside volatility" measures the fluctuations of monthly returns in the months when the NAVs fall; hence it is a measure of "bad volatility". Quartile rankings are compiled by sorting funds in ascending order of "downside volatilities", or in other words, "bad volatility". 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".

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