Mutual Fund Quartile Ranking

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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 - 22-06-2017

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
Tata India Consumer Fund-Regular Plan-Growth	28-12-2015	40.83	Top Quartile	35.3	Top Quartile	3.06	Lower Middle Quartile
JM Multi Strategy Fund - Growth option	23-09-2008	37.07	Top Quartile	37.28	Top Quartile	10.54	Top Quartile
Principal Growth Fund-Growth Option	25-10-2000	35.33	Top Quartile	33.16	Top Quartile	6.41	Upper Middle Quartile
SBI-ETF Nifty Jr.	16-03-2015	35.22	Top Quartile	35.81	Top Quartile	8.25	Top Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth	25-06-2010	34.38	Top Quartile	34.7	Top Quartile	7.61	Top Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option	28-04-2014	34.3	Top Quartile	37.2	Top Quartile	8.45	Top Quartile
IDBI Nifty Junior Index Fund Growth	20-09-2010	33.31	Top Quartile	33.58	Top Quartile	6.85	Upper Middle Quartile
Birla Sun Life Equity Fund - Growth - Regular Plan	27-08-1998	32.15	Top Quartile	35.0	Top Quartile	15.21	Top Quartile
JM Core 11 Fund - Growth option	05-03-2008	31.76	Top Quartile	39.76	Top Quartile	11.05	Top Quartile
Templeton India Growth Fund-Growth Plan	05-09-2003	30.66	Top Quartile	30.35	Upper Middle Quartile	9.46	Top Quartile
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth	31-01-2015	30.51	Top Quartile	31.86	Top Quartile	9.18	Top Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth	01-11-2011	30.37	Top Quartile	30.04	Upper Middle Quartile	3.13	Lower Middle Quartile
Mirae Asset Great Consumer Fund - Regular Plan - Growth option	29-03-2011	30.27	Top Quartile	25.25	Upper Middle Quartile	2.05	Lower Middle Quartile
L&T India Special Situations Fund-Growth Option	22-05-2006	29.84	Top Quartile	28.46	Upper Middle Quartile	4.36	Upper Middle Quartile
Kotak Opportunities---Growth	09-09-2004	29.76	Top Quartile	30.62	Top Quartile	9.59	Top Quartile
ICICI Prudential Indo Asia Equity Fund - Growth	18-10-2007	29.32	Top Quartile	31.76	Top Quartile	5.99	Upper Middle Quartile
Birla Sun Life Advantage Fund - Regular Growth	02-04-2001	29.28	Top Quartile	31.06	Top Quartile	8.48	Top Quartile
Sundaram Equity Multiplier Fund Growth	27-02-2007	29.0	Top Quartile	29.54	Upper Middle Quartile	7.56	Top Quartile
Birla Sun Life India Reforms Fund-Growth	25-06-2010	28.77	Top Quartile	33.61	Top Quartile	5.91	Upper Middle Quartile
IDFC Classic Equity Fund-Regular Plan-Growth	09-08-2005	28.69	Top Quartile	31.01	Top Quartile	7.99	Top Quartile
Axis Focused 25 Fund - Growth Option	29-06-2012	28.19	Upper Middle Quartile	25.13	Upper Middle Quartile	4.56	Upper Middle Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth	16-05-2000	27.95	Upper Middle Quartile	31.52	Top Quartile	11.13	Top Quartile
Kotak Select Focus Fund - Growth	11-09-2009	27.93	Upper Middle Quartile	29.69	Upper Middle Quartile	9.44	Top Quartile
HDFC Equity Fund - Growth Option	01-01-1995	27.69	Upper Middle Quartile	30.49	Upper Middle Quartile	7.26	Upper Middle Quartile
Mirae Asset India Opportunities Fund - Growth Plan	04-04-2008	27.45	Upper Middle Quartile	28.32	Upper Middle Quartile	8.09	Top Quartile
Birla Sun Life Special Situations Fund - Growth	31-01-2008	27.32	Upper Middle Quartile	33.76	Top Quartile	7.28	Upper Middle Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth	07-06-2007	26.99	Upper Middle Quartile	26.69	Upper Middle Quartile	4.04	Upper Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option	25-02-2015	26.96	Upper Middle Quartile	24.44	Lower Middle Quartile	-0.59	Bottom Quartile
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option	03-02-2015	26.79	Upper Middle Quartile	23.48	Lower Middle Quartile	0.38	Bottom Quartile
Invesco India Contra Fund - Growth	11-04-2007	26.11	Upper Middle Quartile	27.14	Upper Middle Quartile	6.72	Upper Middle Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth	16-09-2003	25.82	Upper Middle Quartile	21.55	Lower Middle Quartile	-1.97	Bottom Quartile
Templeton India Equity Income Fund-Growth Plan	18-05-2006	25.46	Upper Middle Quartile	25.31	Upper Middle Quartile	9.39	Top Quartile
IIFL India Growth Fund -Regular Plan - Growth	30-10-2014	25.19	Upper Middle Quartile	30.45	Upper Middle Quartile	9.88	Top Quartile
HDFC Growth Fund - Growth Option	11-09-2000	24.93	Upper Middle Quartile	27.21	Upper Middle Quartile	6.59	Upper Middle Quartile
HDFC Capital Builder Fund - Growth Option	01-02-1994	24.71	Upper Middle Quartile	27.76	Upper Middle Quartile	3.83	Lower Middle Quartile
ICICI Prudential Dynamic - Growth	31-10-2002	24.55	Upper Middle Quartile	31.17	Top Quartile	12.5	Top Quartile
HDFC Premier Multi-Cap Fund-Growth	06-04-2005	24.54	Upper Middle Quartile	29.5	Upper Middle Quartile	0.17	Bottom Quartile
Peerless Equity Fund - Growth Option	28-09-2011	24.29	Upper Middle Quartile	26.49	Upper Middle Quartile	3.17	Lower Middle Quartile
Franklin India High Growth Companies Fund - Growth Plan	26-07-2007	24.02	Upper Middle Quartile	25.57	Upper Middle Quartile	4.95	Upper Middle Quartile
Quantum Equity Fund of Funds-Growth Option	20-07-2009	23.9	Upper Middle Quartile	25.63	Upper Middle Quartile	5.95	Upper Middle Quartile
ICICI Prudential Top 100 Fund - Growth	09-07-1998	23.69	Upper Middle Quartile	30.98	Top Quartile	10.27	Top Quartile
Reliance Vision Fund-GROWTH PLAN-Bonus Option	08-10-1995	22.72	Lower Middle Quartile	19.17	Bottom Quartile	3.95	Lower Middle Quartile
Reliance Vision Fund-GROWTH PLAN-Growth Option	08-10-1995	22.72	Lower Middle Quartile	19.17	Bottom Quartile	3.95	Lower Middle Quartile
L&T Equity Fund-Growth Option	16-05-2005	22.62	Lower Middle Quartile	23.67	Lower Middle Quartile	3.58	Lower Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option	29-09-2005	22.61	Lower Middle Quartile	24.3	Lower Middle Quartile	5.82	Upper Middle Quartile
SBI Magnum Multiplier Fund - Regular Plan -Growth	26-05-2005	22.4	Lower Middle Quartile	22.72	Lower Middle Quartile	0.42	Bottom Quartile
BOI AXA Equity Fund Eco Plan-Bonus	21-10-2008	22.37	Lower Middle Quartile	20.33	Lower Middle Quartile	2.05	Lower Middle Quartile
BOI AXA Equity Fund Eco Plan- Growth	21-10-2008	22.37	Lower Middle Quartile	20.33	Lower Middle Quartile	2.05	Lower Middle Quartile
IDBI India Top 100 Equity Fund Growth	15-05-2012	22.13	Lower Middle Quartile	18.42	Bottom Quartile	1.55	Lower Middle Quartile
Taurus Starshare Growth Option	29-01-1994	22.07	Lower Middle Quartile	22.09	Lower Middle Quartile	0.25	Bottom Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	11-02-2015	21.83	Lower Middle Quartile	20.0	Lower Middle Quartile	-1.52	Bottom Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan- Bonus Option	11-02-2015	21.83	Lower Middle Quartile	20.0	Lower Middle Quartile	-1.52	Bottom Quartile
Indiabulls Blue Chip Fund - Growth Option	10-02-2012	21.6	Lower Middle Quartile	23.76	Lower Middle Quartile	4.43	Upper Middle Quartile
BOI AXA Equity Fund Regular Plan- Growth	21-10-2008	21.55	Lower Middle Quartile	19.5	Bottom Quartile	1.3	Lower Middle Quartile
BOI AXA Equity Fund Regular Plan-Bonus	21-10-2008	21.51	Lower Middle Quartile	19.46	Bottom Quartile	1.34	Lower Middle Quartile
HSBC India Opportunities Fund - Growth	24-02-2004	21.4	Lower Middle Quartile	26.51	Upper Middle Quartile	5.58	Upper Middle Quartile
SBI Contra - Regular Plan -Growth	09-05-2005	21.34	Lower Middle Quartile	19.58	Lower Middle Quartile	2.4	Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth	01-10-1994	20.76	Lower Middle Quartile	32.16	Top Quartile	10.14	Top Quartile
BNP ParibasEquity Fund-Growth Option	23-09-2004	20.72	Lower Middle Quartile	16.68	Bottom Quartile	-5.5	Bottom Quartile
PPFAS Long Term Value Fund - Regular Plan - Growth	28-05-2013	20.28	Lower Middle Quartile	16.17	Bottom Quartile	3.28	Lower Middle Quartile
UTI - TOP 100 Fund- Growth Option	01-08-2005	20.19	Lower Middle Quartile	21.6	Lower Middle Quartile	3.39	Lower Middle Quartile
Sahara Growth Fund-Growth	30-08-2002	19.44	Bottom Quartile	26.14	Upper Middle Quartile	3.9	Lower Middle Quartile
Tata Equity Opportunities Fund Regular Plan - Growth	31-03-1993	19.29	Bottom Quartile	19.71	Lower Middle Quartile	1.53	Lower Middle Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund - Growth option	20-05-2009	19.2	Bottom Quartile	18.39	Bottom Quartile	0.4	Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan B - Growth option	20-05-2009	19.18	Bottom Quartile	18.37	Bottom Quartile	0.36	Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan C - Growth option	20-05-2009	19.15	Bottom Quartile	18.37	Bottom Quartile	0.37	Bottom Quartile
Franklin India Opportunities Fund - Growth	22-02-2000	18.57	Bottom Quartile	21.8	Lower Middle Quartile	4.16	Upper Middle Quartile
UTI Multi Cap Fund - Growth Option	25-08-2014	18.32	Bottom Quartile	18.76	Bottom Quartile	0.35	Bottom Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G)	01-12-2003	17.71	Bottom Quartile	20.15	Lower Middle Quartile	7.37	Upper Middle Quartile
Taurus Bonanza Fund-Growth Option	28-02-1995	17.6	Bottom Quartile	19.74	Lower Middle Quartile	-1.56	Bottom Quartile
Union Equity Fund - Growth Option	10-06-2011	17.56	Bottom Quartile	19.49	Bottom Quartile	1.14	Lower Middle Quartile
Franklin India Prima Plus-Growth	29-09-1994	16.99	Bottom Quartile	20.44	Lower Middle Quartile	4.98	Upper Middle Quartile
Franklin India Flexi Cap Fund-Growth Plan	02-03-2005	16.81	Bottom Quartile	17.38	Bottom Quartile	4.0	Upper Middle Quartile
Axis Equity Fund - Growth	05-01-2010	16.46	Bottom Quartile	14.64	Bottom Quartile	-3.62	Bottom Quartile
UTI - Equity Fund-Growth Option	01-08-2005	15.6	Bottom Quartile	18.62	Bottom Quartile	1.14	Lower Middle Quartile
Edelweiss Value Opportunities Fund - Growth Option	12-08-2009	14.69	Bottom Quartile	14.48	Bottom Quartile	0.21	Bottom Quartile
Edelweiss Value Opportunities Fund- Plan B-Growth Option	16-06-2009	14.68	Bottom Quartile	14.46	Bottom Quartile	0.26	Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth	16-08-2004	14.46	Bottom Quartile	20.67	Lower Middle Quartile	4.61	Upper Middle Quartile
Tata Ethical Fund Regular Plan - Growth	23-05-1996	11.28	Bottom Quartile	10.31	Bottom Quartile	-5.62	Bottom Quartile
Taurus Ethical Fund - Growth Option	06-04-2009	11.28	Bottom Quartile	13.49	Bottom Quartile	-2.08	Bottom Quartile
Taurus Ethical Fund - Bonus Option	06-04-2009	11.26	Bottom Quartile	13.46	Bottom Quartile	-2.08	Bottom Quartile
LIC MF Equity Fund-Growth	15-04-1993	9.76	Bottom Quartile	17.73	Bottom Quartile	2.17	Lower Middle Quartile

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