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 |
|---|---|---|---|---|---|---|---|---|
| Axis Multicap Fund - Regular Plan - Growth | 05-11-2017 | 5,851.55 | -6.44 | Top Quartile | 17.19 | Top Quartile | 17.08 | Top Quartile |
| JM Multicap Fund - Growth option | 23-09-2008 | 138.75 | -14.45 | Top Quartile | 16.62 | Top Quartile | 15.66 | Top Quartile |
| DSP Equity Fund - Regular Plan - Growth | 29-04-1997 | 3,522.61 | -14.89 | Top Quartile | 17.04 | Top Quartile | 16.66 | Top Quartile |
| Parag Parikh Long Term Equity Fund - Regular Plan - Growth | 05-05-2013 | 2,794.86 | -15.1 | Top Quartile | 14.43 | Top Quartile | 4.1 | Lower Middle Quartile |
| LIC MF Multicap Fund-Regular Plan-Growth | 15-04-1993 | 299.61 | -15.14 | Top Quartile | 13.73 | Top Quartile | 8.4 | Top Quartile |
| Canara Robeco Equity Diversified Fund - Regular Plan - Growth | 16-09-2003 | 1,771.87 | -15.17 | Top Quartile | 12.28 | Upper Middle Quartile | 8.21 | Top Quartile |
| UTI - Equity Fund-Growth Option | 05-08-2005 | 10,499.23 | -17.02 | Top Quartile | 11.73 | Upper Middle Quartile | 5.33 | Upper Middle Quartile |
| Tata Multicap Fund -Regular Plan-Growth | 05-08-2018 | 1,697.89 | -17.3 | Top Quartile | 10.51 | Upper Middle Quartile | 9.92 | Top Quartile |
| Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth | 05-05-2017 | 311.38 | -17.75 | Top Quartile | 13.85 | Top Quartile | 8.03 | Upper Middle Quartile |
| IDBI Diversified Equity Fund Growth Regular | 28-03-2014 | 296.92 | -18.05 | Upper Middle Quartile | 6.32 | Lower Middle Quartile | 5.84 | Upper Middle Quartile |
| BNP PARIBAS MULTI CAP Fund-Growth Option | 15-09-2005 | 635.63 | -18.12 | Upper Middle Quartile | 13.21 | Top Quartile | 8.08 | Upper Middle Quartile |
| Union Multi Cap Fund - Growth Option | 10-06-2011 | 317.74 | -19.36 | Upper Middle Quartile | 11.83 | Upper Middle Quartile | 4.76 | Lower Middle Quartile |
| Shriram Multicap Fund - Regular Growth | 05-09-2018 | 56.75 | -21.0 | Upper Middle Quartile | 6.53 | Lower Middle Quartile | - | - |
| BARODA MULTI CAP FUND - Plan A - Growth Option | 12-09-2003 | 777.28 | -21.14 | Upper Middle Quartile | 8.89 | Upper Middle Quartile | 4.96 | Upper Middle Quartile |
| PGIM India Diversified Equity Fund - Regular Plan - Growth Option | 05-02-2015 | 136.71 | -21.26 | Upper Middle Quartile | 10.05 | Upper Middle Quartile | 6.53 | Upper Middle Quartile |
| Invesco India Multicap Fund - Growth Option | 17-03-2008 | 899.91 | -22.16 | Upper Middle Quartile | 4.61 | Bottom Quartile | 1.02 | Lower Middle Quartile |
| Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option | 08-04-2014 | 12,371.55 | -22.7 | Upper Middle Quartile | 7.92 | Lower Middle Quartile | 7.2 | Upper Middle Quartile |
| IDFC Multi Cap Fund-Regular Plan-Growth | 15-09-2005 | 5,476.35 | -22.75 | Upper Middle Quartile | 7.58 | Lower Middle Quartile | 4.79 | Lower Middle Quartile |
| Kotak Standard Multicap Fund - Growth | 05-09-2009 | 29,459.53 | -22.97 | Lower Middle Quartile | 12.28 | Upper Middle Quartile | 8.7 | Top Quartile |
| SBI Magnum Multicap Fund - Regular Plan -Growth Option | 29-09-2005 | 8,491.77 | -23.0 | Lower Middle Quartile | 10.97 | Upper Middle Quartile | 10.08 | Top Quartile |
| Sahara Star Value Fund-Growth Option | 14-09-2009 | 0.41 | -23.1 | Lower Middle Quartile | 6.64 | Lower Middle Quartile | 3.25 | Lower Middle Quartile |
| Essel Multi Cap Fund - Regular Plan - Growth | 02-07-2018 | 197.34 | -23.17 | Lower Middle Quartile | 13.13 | Top Quartile | 9.99 | Top Quartile |
| Edelweiss Multi-Cap Fund - Regular Plan - Growth Option | 05-01-2015 | 544.52 | -23.39 | Lower Middle Quartile | 8.38 | Lower Middle Quartile | 4.89 | Lower Middle Quartile |
| Sahara Wealth Plus Fund-Variable Pricing Option-Growth Option | 01-09-2005 | 8.91 | -24.37 | Lower Middle Quartile | 2.06 | Bottom Quartile | -2.55 | Bottom Quartile |
| Principal Multi Cap Growth Fund-Growth Option | 25-10-2000 | 689.97 | -24.4 | Lower Middle Quartile | 3.94 | Bottom Quartile | -0.93 | Bottom Quartile |
| Sahara Wealth Plus Fund-Fixed Pricing Option-Growth Option | 01-09-2005 | 8.91 | -24.5 | Lower Middle Quartile | 1.81 | Bottom Quartile | -2.93 | Bottom Quartile |
| Aditya Birla Sun Life Equity Fund - Growth - Regular Plan | 01-08-1998 | 11,582.16 | -24.52 | Lower Middle Quartile | 8.53 | Upper Middle Quartile | 5.3 | Upper Middle Quartile |
| Quant Active Fund-GROWTH OPTION | 21-03-2001 | 9.78 | -25.74 | Bottom Quartile | 3.97 | Bottom Quartile | 0.68 | Bottom Quartile |
| L&T Equity Fund-Regular Plan-Growth | 16-05-2005 | 2,451.98 | -26.96 | Bottom Quartile | 4.9 | Bottom Quartile | 1.97 | Lower Middle Quartile |
| Sahara Growth Fund-Growth | 30-08-2002 | 3.59 | -27.0 | Bottom Quartile | 13.29 | Top Quartile | 7.15 | Upper Middle Quartile |
| HSBC Multi Cap Equity Fund - Growth | 24-02-2004 | 409.82 | -27.44 | Bottom Quartile | 6.17 | Lower Middle Quartile | 0.67 | Bottom Quartile |
| Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option | 29-01-1994 | 202.60 | -27.89 | Bottom Quartile | 4.08 | Bottom Quartile | -0.24 | Bottom Quartile |
| ICICI Prudential Multicap Fund - Growth | 01-10-1994 | 5,081.52 | -29.36 | Bottom Quartile | 5.99 | Lower Middle Quartile | -0.13 | Bottom Quartile |
| Franklin India Equity Fund - Growth | 29-09-1994 | 10,102.83 | -29.99 | Bottom Quartile | 3.34 | Bottom Quartile | -0.6 | Bottom Quartile |
| HDFC Equity Fund - Growth Option | 01-01-1995 | 21,417.41 | -32.48 | Bottom Quartile | 6.83 | Lower Middle Quartile | 4.76 | Lower Middle Quartile |
| Nippon India Multi Cap Fund-Growth Plan-Growth Option | 05-03-2005 | 9,743.59 | -33.69 | Bottom Quartile | 2.2 | Bottom Quartile | 4.76 | 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 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.
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