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Downside Volatility 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 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".

Scheme Name Launch Date 3 years Volatility Quartile Rank
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan 26-02-2003 5.6 Bottom Quartile
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 3.84 Upper Middle Quartile
Axis Bluechip Fund - Growth 05-01-2010 4.75 Lower Middle Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 1.71 Top Quartile
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 6.65 Bottom Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 2.36 Upper Middle Quartile
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 1.14 Top Quartile
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 1.42 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 6.34 Bottom Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 2.87 Upper Middle Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 1.44 Top Quartile
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 4.17 Lower Middle Quartile
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 4.16 Lower Middle Quartile
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 4.15 Lower Middle Quartile
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option 12-08-2009 2.05 Top Quartile
Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option 16-06-2009 2.26 Upper Middle Quartile
Franklin India Focused Equity Fund - Growth Plan 26-07-2007 2.27 Upper Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 3.9 Lower Middle Quartile
HDFC Hybrid Equity Fund-Growth 06-04-2005 5.33 Lower Middle Quartile
ICICI Prudential Smallcap Fund - Growth 18-10-2007 5.83 Bottom Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 2.56 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 4.75 Lower Middle Quartile
L&T Large and Midcap Fund-Regular Plan-Growth 22-05-2006 2.41 Upper Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 4.99 Lower Middle Quartile
Principal Dividend Yield Fund-Growth Plan 15-10-2004 3.45 Upper Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 3.25 Upper Middle Quartile
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth | Invest Online 26-05-2005 1.61 Top Quartile
Tata Ethical Fund Regular Plan - Growth 24-05-1996 6.64 Bottom Quartile
Taurus Bonanza Fund- Regular Plan - Growth Option 28-02-1995 6.43 Bottom Quartile
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 4.74 Lower Middle Quartile
Taurus Starshare - Regular Plan - Growth Option 29-01-1994 8.48 Bottom Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 5.47 Bottom Quartile
Templeton India Value Fund - Growth Plan 05-09-2003 1.29 Top Quartile
Union Equity Fund - Growth Option 10-06-2011 7.97 Bottom Quartile
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 1.56 Top Quartile
UTI - Equity Fund-Growth Option 01-08-2005 2.05 Top Quartile
UTI-Dividend Yield Fund.-Growth 03-05-2005 2.5 Upper Middle Quartile
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 - Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 - Top Quartile
DSP BlackRock Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 - Top Quartile
Essel Large Cap Equity Fund - Growth Option 28-09-2011 - Top Quartile
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 - Top Quartile
Franklin India Equity Fund - Growth 29-09-1994 - Top Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 - Top Quartile
HDFC Capital Builder Value Fund - Growth Option 01-02-1994 - Top Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 - Top Quartile
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 - Top Quartile
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 - Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 - Top Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 - Top Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 - Top Quartile
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 - Top Quartile
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 - Top Quartile
Invesco India Contra Fund - Growth 11-04-2007 - Top Quartile
Kotak Equity Opportunities Fund - Growth 09-09-2004 - Top Quartile
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 - Top Quartile
MOF35-Regular Plan-Growth Option 28-04-2014 - Top Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 - Top Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 - Top Quartile
Reliance ETF Junior BeES 21-02-2003 - Top Quartile
SBI Contra - Regular Plan -Growth | Invest Online 14-07-1999 - Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Online 29-09-2005 - Top Quartile
SBI-ETF Nifty Next 50 | Invest Online 16-03-2015 - Top Quartile
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 - Top Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 - Top Quartile

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