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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 - 22-02-2017
Scheme Name Launch Date 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
JM Core 11 Fund - Growth option 05-03-2008 49.51 Top Quartile 11.05 Top Quartile 30.56 Top Quartile
SBI-ETF Nifty Jr. 16-03-2015 43.59 Top Quartile 8.25 Top Quartile 18.09 Top Quartile
Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 43.24 Top Quartile 15.21 Top Quartile 21.56 Top Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 42.22 Top Quartile 7.61 Top Quartile 17.12 Top Quartile
Goldman Sachs Nifty Junior Exchange Traded Scheme (GS Junior BeES) 21-02-2003 42.17 Top Quartile 16.12 Top Quartile 16.95 Top Quartile
Birla Sun Life Special Situations Fund - Growth 31-01-2008 41.64 Top Quartile 7.28 Upper Middle Quartile 17.0 Top Quartile
JM Multi Strategy Fund - Growth option 23-09-2008 41.33 Top Quartile 10.54 Top Quartile 19.32 Top Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 41.32 Top Quartile 6.85 Upper Middle Quartile 16.21 Top Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 40.99 Top Quartile 11.13 Top Quartile 19.72 Top Quartile
HDFC Equity Fund - Growth Option 01-01-1995 40.27 Top Quartile 7.26 Upper Middle Quartile 12.05 Upper Middle Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option 28-04-2014 40.19 Top Quartile 8.45 Top Quartile 15.0 Upper Middle Quartile
Principal Growth Fund-Growth Option 25-10-2000 39.59 Top Quartile 6.41 Upper Middle Quartile 18.11 Top Quartile
Birla Sun Life Advantage Fund - Regular Growth 02-04-2001 37.86 Top Quartile 8.48 Top Quartile 20.79 Top Quartile
IIFL India Growth Fund -Regular Plan - Growth 30-10-2014 37.3 Top Quartile 9.88 Top Quartile 22.21 Top Quartile
Templeton India Growth Fund-Growth Plan 05-09-2003 37.29 Top Quartile 9.46 Top Quartile 14.17 Upper Middle Quartile
ICICI Prudential Dynamic - Growth 31-10-2002 36.91 Top Quartile 12.5 Top Quartile 16.78 Top Quartile
Mirae Asset India Opportunities Fund - Growth Plan 04-04-2008 35.87 Top Quartile 8.09 Top Quartile 13.58 Upper Middle Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 35.42 Top Quartile 3.13 Lower Middle Quartile 15.4 Upper Middle Quartile
HDFC Growth Fund - Growth Option 11-09-2000 35.41 Top Quartile 6.59 Upper Middle Quartile 14.03 Upper Middle Quartile
ICICI Prudential Top 100 Fund - Growth 09-07-1998 35.36 Top Quartile 10.27 Top Quartile 19.38 Top Quartile
Kotak Opportunities---Growth 09-09-2004 35.29 Top Quartile 9.59 Top Quartile 14.77 Upper Middle Quartile
HSBC India Opportunities Fund - Growth 24-02-2004 35.01 Upper Middle Quartile 5.58 Upper Middle Quartile 17.26 Top Quartile
HDFC Premier Multi-Cap Fund-Growth 06-04-2005 34.86 Upper Middle Quartile 0.17 Bottom Quartile 7.93 Bottom Quartile
Kotak Select Focus Fund - Growth 11-09-2009 34.84 Upper Middle Quartile 9.44 Top Quartile 15.2 Upper Middle Quartile
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 34.78 Upper Middle Quartile 3.06 Lower Middle Quartile - -
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 34.73 Upper Middle Quartile 7.99 Top Quartile 18.0 Top Quartile
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 34.66 Upper Middle Quartile 4.95 Upper Middle Quartile 10.63 Lower Middle Quartile
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 27-01-2015 34.57 Upper Middle Quartile 9.18 Top Quartile 19.8 Top Quartile
IDFC Classic Equity Fund-Plan B- Growth 02-04-2009 33.54 Upper Middle Quartile 8.18 Top Quartile 18.14 Top Quartile
Birla Sun Life India Reforms Fund-Growth 25-06-2010 33.49 Upper Middle Quartile 5.91 Upper Middle Quartile 18.25 Top Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 33.42 Upper Middle Quartile 9.39 Top Quartile 17.7 Top Quartile
HDFC Capital Builder Fund - Growth Option 01-02-1994 32.88 Upper Middle Quartile 3.83 Lower Middle Quartile 15.37 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 32.81 Upper Middle Quartile 5.82 Upper Middle Quartile 15.43 Upper Middle Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 32.65 Upper Middle Quartile 4.04 Upper Middle Quartile 15.0 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 32.55 Upper Middle Quartile 10.14 Top Quartile 15.95 Upper Middle Quartile
Invesco India Contra Fund - Growth 11-04-2007 31.85 Upper Middle Quartile 6.72 Upper Middle Quartile 14.29 Upper Middle Quartile
Quantum Equity Fund of Funds-Growth Option 20-07-2009 31.34 Upper Middle Quartile 5.95 Upper Middle Quartile 14.0 Upper Middle Quartile
L&T India Special Situations Fund-Growth Option 22-05-2006 30.98 Upper Middle Quartile 4.36 Upper Middle Quartile 7.57 Bottom Quartile
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 30.97 Upper Middle Quartile 5.99 Upper Middle Quartile 16.67 Top Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 30.67 Upper Middle Quartile 4.16 Upper Middle Quartile 10.87 Lower Middle Quartile
Sahara Growth Fund-Growth 30-08-2002 30.24 Upper Middle Quartile 3.9 Lower Middle Quartile 10.4 Lower Middle Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 29.76 Upper Middle Quartile 4.56 Upper Middle Quartile 14.02 Upper Middle Quartile
L&T Equity Fund-Growth Option 16-05-2005 29.7 Upper Middle Quartile 3.58 Lower Middle Quartile 9.42 Lower Middle Quartile
Sundaram Equity Multiplier Fund Growth 27-02-2007 29.56 Lower Middle Quartile 7.56 Upper Middle Quartile 10.74 Lower Middle Quartile
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 29.52 Lower Middle Quartile 2.05 Lower Middle Quartile 13.88 Upper Middle Quartile
Indiabulls Blue Chip Fund - Growth Option 10-02-2012 29.31 Lower Middle Quartile 4.43 Upper Middle Quartile 9.73 Lower Middle Quartile
Taurus Starshare Growth Option 29-01-1994 29.22 Lower Middle Quartile 0.25 Bottom Quartile 7.05 Bottom Quartile
Peerless Equity Fund - Growth Option 28-09-2011 28.82 Lower Middle Quartile 3.17 Lower Middle Quartile 12.41 Upper Middle Quartile
Reliance Vision Fund-GROWTH PLAN-Bonus Option 08-10-1995 28.68 Lower Middle Quartile 3.95 Lower Middle Quartile 9.58 Lower Middle Quartile
Reliance Vision Fund-GROWTH PLAN-Growth Option 08-10-1995 28.68 Lower Middle Quartile 3.95 Lower Middle Quartile 9.58 Lower Middle Quartile
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 03-02-2015 27.89 Lower Middle Quartile 0.38 Bottom Quartile 9.24 Lower Middle Quartile
SBI Magnum Multiplier Fund - Regular Plan -Growth 26-05-2005 27.71 Lower Middle Quartile 0.42 Bottom Quartile 13.16 Upper Middle Quartile
LIC MF Equity Fund-Growth 15-04-1993 27.61 Lower Middle Quartile 2.17 Lower Middle Quartile 4.17 Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 27.05 Lower Middle Quartile 4.61 Upper Middle Quartile 10.66 Lower Middle Quartile
UTI - TOP 100 Fund-Income Option 16-02-1993 26.89 Lower Middle Quartile -3.96 Bottom Quartile 1.32 Bottom Quartile
UTI - TOP 100 Fund- Growth Option 01-08-2005 26.89 Lower Middle Quartile 3.39 Lower Middle Quartile 9.06 Lower Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan- Bonus Option 11-02-2015 26.88 Lower Middle Quartile -1.52 Bottom Quartile 7.66 Bottom Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 26.88 Lower Middle Quartile -1.52 Bottom Quartile 7.66 Bottom Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 26.87 Lower Middle Quartile -0.59 Bottom Quartile 9.58 Lower Middle Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 26.73 Lower Middle Quartile -1.97 Bottom Quartile 6.44 Bottom Quartile
Tata Equity Opportunities Fund Regular Plan - Growth 31-03-1993 26.6 Lower Middle Quartile 1.53 Lower Middle Quartile 12.88 Upper Middle Quartile
Franklin India Prima Plus-Growth 29-09-1994 26.35 Lower Middle Quartile 4.98 Upper Middle Quartile 10.95 Lower Middle Quartile
BOI AXA Equity Fund Eco Plan-Bonus 21-10-2008 25.3 Lower Middle Quartile 2.05 Lower Middle Quartile 11.29 Lower Middle Quartile
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 25.3 Lower Middle Quartile 2.05 Lower Middle Quartile 11.32 Lower Middle Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 25.1 Bottom Quartile 7.37 Upper Middle Quartile 11.87 Upper Middle Quartile
SBI Contra - Regular Plan -Growth 09-05-2005 24.78 Bottom Quartile 2.4 Lower Middle Quartile 11.47 Upper Middle Quartile
Franklin India Flexi Cap Fund-Growth Plan 02-03-2005 24.56 Bottom Quartile 4.0 Upper Middle Quartile 8.76 Lower Middle Quartile
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 24.44 Bottom Quartile 1.3 Lower Middle Quartile 10.47 Lower Middle Quartile
BOI AXA Equity Fund Regular Plan-Bonus 21-10-2008 24.4 Bottom Quartile 1.34 Lower Middle Quartile 10.48 Lower Middle Quartile
Taurus Bonanza Fund-Growth Option 28-02-1995 24.11 Bottom Quartile -1.56 Bottom Quartile 5.96 Bottom Quartile
UTI Multi Cap Fund - Growth Option 25-08-2014 23.7 Bottom Quartile 0.35 Bottom Quartile 10.39 Lower Middle Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 23.47 Bottom Quartile 1.55 Lower Middle Quartile 9.27 Lower Middle Quartile
Union Equity Fund - Growth Option 10-06-2011 23.13 Bottom Quartile 1.14 Lower Middle Quartile 6.51 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund - Growth option 20-05-2009 22.55 Bottom Quartile 0.4 Bottom Quartile 8.24 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan B - Growth option 20-05-2009 22.52 Bottom Quartile 0.36 Bottom Quartile 8.24 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan C - Growth option 20-05-2009 22.51 Bottom Quartile 0.37 Bottom Quartile 8.27 Bottom Quartile
UTI - Equity Fund-Growth Option 01-08-2005 22.28 Bottom Quartile 1.14 Lower Middle Quartile 9.3 Lower Middle Quartile
UTI - Equity Fund-Income Option 18-05-1992 22.28 Bottom Quartile -2.26 Bottom Quartile 5.63 Bottom Quartile
PPFAS Long Term Value Fund - Regular Plan - Growth 28-05-2013 21.9 Bottom Quartile 3.28 Lower Middle Quartile 14.62 Upper Middle Quartile
BNP ParibasEquity Fund-Growth Option 23-09-2004 18.91 Bottom Quartile -5.5 Bottom Quartile 6.22 Bottom Quartile
Edelweiss Value Opportunities Fund- Plan B-Growth Option 16-06-2009 18.3 Bottom Quartile 0.26 Bottom Quartile 6.81 Bottom Quartile
Edelweiss Value Opportunities Fund - Growth Option 12-08-2009 18.28 Bottom Quartile 0.21 Bottom Quartile 6.82 Bottom Quartile
Axis Equity Fund - Growth 05-01-2010 17.24 Bottom Quartile -3.62 Bottom Quartile 8.29 Bottom Quartile
Taurus Ethical Fund - Growth Option 06-04-2009 15.85 Bottom Quartile -2.08 Bottom Quartile 3.68 Bottom Quartile
Taurus Ethical Fund - Bonus Option 06-04-2009 15.85 Bottom Quartile -2.08 Bottom Quartile 3.71 Bottom Quartile
Tata Ethical Fund Regular Plan - Growth 23-05-1996 10.95 Bottom Quartile -5.62 Bottom Quartile 3.02 Bottom Quartile

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