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Mutual Fund Quartile Ranking

Data as on - 20-05-2019
Scheme Name Launch Date AUM (Crore) 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
HDFC Equity Fund - Growth Option 01-01-1995 22,376.35 13.56 Top Quartile 15.11 Top Quartile -3.51 Upper Middle Quartile
Kotak Standard Multicap Fund - Growth 11-09-2009 24,296.88 10.29 Top Quartile 11.47 Top Quartile -0.88 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 3,632.03 9.78 Top Quartile 9.72 Upper Middle Quartile 0.2 Top Quartile
Reliance Multi Cap Fund-Growth Plan-Growth Option 28-03-2005 10,334.26 9.51 Top Quartile 10.99 Top Quartile -2.18 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 3,418.83 9.35 Top Quartile 12.85 Top Quartile 7.05 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 1,159.44 8.52 Top Quartile 13.19 Top Quartile 0.88 Top Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 277.93 5.99 Top Quartile 7.14 Upper Middle Quartile -7.63 Lower Middle Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 259.88 5.92 Upper Middle Quartile 7.19 Upper Middle Quartile -3.37 Upper Middle Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 1,827.45 5.17 Upper Middle Quartile 11.48 Top Quartile -0.43 Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 7,228.25 4.34 Upper Middle Quartile 5.85 Lower Middle Quartile -5.48 Lower Middle Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 2,580.99 3.78 Upper Middle Quartile 6.91 Upper Middle Quartile -7.45 Lower Middle Quartile
Franklin India Equity Fund - Growth 29-09-1994 11,769.62 3.45 Upper Middle Quartile 6.94 Upper Middle Quartile -4.35 Upper Middle Quartile
UTI - Equity Fund-Growth Option 05-08-2005 9,357.89 3.35 Upper Middle Quartile 12.07 Top Quartile 3.5 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 292.32 3.1 Upper Middle Quartile 3.24 Lower Middle Quartile -9.84 Bottom Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 305.53 3.03 Lower Middle Quartile 5.31 Lower Middle Quartile -4.89 Upper Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 216.16 2.92 Lower Middle Quartile 2.7 Bottom Quartile -8.3 Lower Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 114.74 2.75 Lower Middle Quartile 4.41 Lower Middle Quartile -7.9 Lower Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 11,102.08 2.7 Lower Middle Quartile 6.08 Upper Middle Quartile -4.07 Upper Middle Quartile
JM Multicap Fund - Growth option 23-09-2008 1,994.76 2.62 Lower Middle Quartile 5.95 Upper Middle Quartile -5.36 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 773.39 1.79 Lower Middle Quartile 2.12 Bottom Quartile -11.89 Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 879.95 0.11 Lower Middle Quartile 2.78 Bottom Quartile -8.62 Bottom Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 796.14 -0.04 Bottom Quartile 2.03 Bottom Quartile -11.89 Bottom Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 13,246.57 -1.09 Bottom Quartile -1.24 Bottom Quartile -7.81 Lower Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 5,521.04 -1.79 Bottom Quartile 3.96 Lower Middle Quartile -8.71 Bottom Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,706.74 -1.79 Bottom Quartile 3.28 Lower Middle Quartile -4.52 Upper Middle Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 508.35 -2.89 Bottom Quartile 5.33 Lower Middle Quartile -10.55 Bottom Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 335.73 -4.61 Bottom Quartile 1.06 Bottom Quartile -3.76 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 810.63 -7.7 Bottom Quartile -1.67 Bottom Quartile -12.44 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.

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