Mutual Fund Quartile Ranking
| Scheme Name | Launch Date | AUM (Crore) | Trailing 1 year Returns (%) | Current Quarter Quartile Rank | 1 yr. Trailing Rtn. as at last Qtr. end (%) | Last Qtr. end Quartile Rank | 1 yr. Trailing Rtn. at Qtr. before last (%) | Qtr. before last Quartile Rank |
|---|---|---|---|---|---|---|---|---|
| Quant Active Fund-GROWTH OPTION | 21-03-2001 | 16.23 | 25.32 | Top Quartile | -1.64 | Top Quartile | -27.84 | Lower Middle Quartile |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 4,014.26 | 23.17 | Top Quartile | 5.57 | Top Quartile | -17.88 | Top Quartile |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 05-02-2015 | 186.08 | 20.51 | Top Quartile | -2.75 | Top Quartile | -24.99 | Upper Middle Quartile |
| UTI - Equity Fund-Growth Option | 05-08-2005 | 10,580.97 | 12.89 | Top Quartile | -3.81 | Top Quartile | -20.99 | Upper Middle Quartile |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 2,244.80 | 11.25 | Top Quartile | -4.98 | Top Quartile | -19.34 | Top Quartile |
| Union Multi Cap Fund - Growth Option | 10-06-2011 | 354.55 | 8.96 | Top Quartile | -7.18 | Upper Middle Quartile | -23.13 | Upper Middle Quartile |
| Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 328.00 | 8.76 | Top Quartile | -5.03 | Top Quartile | -21.69 | Upper Middle Quartile |
| IDBI Diversified Equity Fund Growth Regular | 28-03-2014 | 284.22 | 7.73 | Top Quartile | -5.72 | Upper Middle Quartile | -20.83 | Upper Middle Quartile |
| Tata Multicap Fund -Regular Plan-Growth | 05-08-2018 | 1,675.97 | 6.82 | Upper Middle Quartile | -5.96 | Upper Middle Quartile | -20.46 | Top Quartile |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 3,567.52 | 5.79 | Upper Middle Quartile | -4.81 | Top Quartile | -19.21 | Top Quartile |
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 6,275.36 | 4.68 | Upper Middle Quartile | -3.92 | Top Quartile | -10.62 | Top Quartile |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 881.93 | 3.81 | Upper Middle Quartile | -8.2 | Upper Middle Quartile | -26.13 | Lower Middle Quartile |
| Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | 14-08-1998 | 10,737.23 | 3.35 | Upper Middle Quartile | -11.75 | Lower Middle Quartile | -28.31 | Bottom Quartile |
| Shriram Multicap Fund - Regular Growth | 05-09-2018 | 57.61 | 3.21 | Upper Middle Quartile | -11.34 | Lower Middle Quartile | -24.17 | Upper Middle Quartile |
| BARODA MULTI CAP FUND - Plan A - Growth Option | 12-09-2003 | 801.56 | 3.15 | Upper Middle Quartile | -11.98 | Lower Middle Quartile | -24.46 | Upper Middle Quartile |
| L&T Equity Fund-Regular Plan-Growth | 16-05-2005 | 2,334.52 | 2.52 | Upper Middle Quartile | -12.04 | Lower Middle Quartile | -29.86 | Bottom Quartile |
| HSBC Multi Cap Equity Fund - Growth | 24-02-2004 | 325.93 | 2.52 | Upper Middle Quartile | -11.93 | Lower Middle Quartile | -31.57 | Bottom Quartile |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 08-04-2014 | 11,279.46 | 2.37 | Lower Middle Quartile | -13.21 | Lower Middle Quartile | -27.2 | Lower Middle Quartile |
| Principal Multi Cap Growth Fund-Growth Option | 25-10-2000 | 642.02 | 2.37 | Lower Middle Quartile | -12.62 | Lower Middle Quartile | -28.25 | Lower Middle Quartile |
| Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | 05-01-2015 | 544.56 | 2.17 | Lower Middle Quartile | -14.22 | Bottom Quartile | -27.05 | Lower Middle Quartile |
| Kotak Standard Multicap Fund - Growth | 05-09-2009 | 29,360.86 | 1.8 | Lower Middle Quartile | -10.94 | Upper Middle Quartile | -26.39 | Lower Middle Quartile |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 550.37 | 1.43 | Lower Middle Quartile | -8.8 | Upper Middle Quartile | -22.23 | Upper Middle Quartile |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 287.33 | 0.61 | Lower Middle Quartile | -7.09 | Upper Middle Quartile | -18.69 | Top Quartile |
| Essel Multi Cap Fund - Regular Plan - Growth | 02-07-2018 | 181.47 | -0.11 | Lower Middle Quartile | -12.39 | Lower Middle Quartile | -26.67 | Lower Middle Quartile |
| JM Multicap Fund - Growth option | 23-09-2008 | 129.05 | -0.2 | Lower Middle Quartile | -5.44 | Upper Middle Quartile | -18.78 | Top Quartile |
| Franklin India Equity Fund - Growth | 29-09-1994 | 8,419.01 | -0.2 | Lower Middle Quartile | -13.28 | Bottom Quartile | -33.26 | Bottom Quartile |
| SBI Magnum Multicap Fund - Regular Plan -Growth Option | 29-09-2005 | 8,722.42 | -1.45 | Bottom Quartile | -13.86 | Bottom Quartile | -26.4 | Lower Middle Quartile |
| IDFC Multi Cap Fund-Regular Plan-Growth | 14-09-2005 | 4,721.73 | -2.22 | Bottom Quartile | -14.02 | Bottom Quartile | -25.99 | Lower Middle Quartile |
| Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | 29-01-1994 | 197.56 | -2.23 | Bottom Quartile | -17.71 | Bottom Quartile | -31.27 | Bottom Quartile |
| ITI Multi Cap Fund - Regular Plan - Growth Option | 05-05-2019 | 131.51 | -3.28 | Bottom Quartile | -12.69 | Lower Middle Quartile | - | - |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 5,355.45 | -3.94 | Bottom Quartile | -17.97 | Bottom Quartile | -32.46 | Bottom Quartile |
| HDFC Equity Fund - Growth Option | 01-01-1995 | 19,149.53 | -7.51 | Bottom Quartile | -23.51 | Bottom Quartile | -35.46 | Bottom Quartile |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 25-03-2005 | 7,501.44 | -9.38 | Bottom Quartile | -27.64 | Bottom Quartile | -37.19 | Bottom 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 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.
Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.
