UTI Buddy New August 728X90

Mutual Fund Quartile Ranking

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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
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 2,925.43 -1.5 Top Quartile -15.61 Top Quartile 14.43 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 08-11-2017 5,592.11 -10.1 Top Quartile -8.45 Top Quartile 17.19 Top Quartile
UTI - Equity Fund-Growth Option 05-08-2005 9,192.73 -12.78 Top Quartile -19.25 Upper Middle Quartile 11.73 Upper Middle Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 1,896.90 -13.25 Top Quartile -16.57 Top Quartile 12.28 Upper Middle Quartile
Quant Active Fund-GROWTH OPTION 21-03-2001 8.96 -13.31 Top Quartile -24.85 Lower Middle Quartile 3.97 Bottom Quartile
Tata Multicap Fund -Regular Plan-Growth 05-08-2018 1,547.21 -13.62 Top Quartile -17.47 Top Quartile 10.51 Upper Middle Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 05-02-2015 129.27 -13.66 Top Quartile -22.07 Upper Middle Quartile 10.05 Upper Middle Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 3,151.47 -14.07 Top Quartile -16.98 Top Quartile 17.04 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 06-05-2017 288.87 -14.24 Upper Middle Quartile -18.96 Upper Middle Quartile 13.85 Top Quartile
JM Multicap Fund - Growth option 23-09-2008 118.78 -14.37 Upper Middle Quartile -16.48 Top Quartile 16.62 Top Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 258.95 -14.99 Upper Middle Quartile -18.44 Upper Middle Quartile 6.32 Lower Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 265.16 -15.21 Upper Middle Quartile -15.9 Top Quartile 13.73 Top Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 298.74 -15.98 Upper Middle Quartile -20.32 Upper Middle Quartile 11.83 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 791.69 -16.29 Upper Middle Quartile -23.54 Lower Middle Quartile 4.61 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 109.31 -18.41 Upper Middle Quartile - - - -
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 535.74 -19.22 Upper Middle Quartile -19.63 Upper Middle Quartile 13.21 Top Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 698.92 -19.47 Lower Middle Quartile -21.44 Upper Middle Quartile 8.89 Upper Middle Quartile
Shriram Multicap Fund - Regular Growth 05-09-2018 50.84 -20.48 Lower Middle Quartile -22.02 Upper Middle Quartile 6.53 Lower Middle Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 4,497.95 -20.55 Lower Middle Quartile -23.37 Lower Middle Quartile 7.58 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth 05-09-2009 26,049.43 -20.86 Lower Middle Quartile -23.7 Lower Middle Quartile 12.28 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 01-08-1998 9,861.23 -21.18 Lower Middle Quartile -26.25 Bottom Quartile 8.53 Lower Middle Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 167.90 -21.6 Lower Middle Quartile -24.45 Lower Middle Quartile 13.13 Top Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,093.49 -21.8 Lower Middle Quartile -27.51 Bottom Quartile 4.9 Bottom Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 05-01-2015 488.67 -22.09 Lower Middle Quartile -24.28 Lower Middle Quartile 8.38 Lower Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 08-04-2014 10,236.93 -22.33 Lower Middle Quartile -24.92 Lower Middle Quartile 7.92 Lower Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 7,912.14 -22.49 Bottom Quartile -23.84 Lower Middle Quartile 10.97 Upper Middle Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 581.82 -23.13 Bottom Quartile -25.79 Lower Middle Quartile 3.94 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 311.05 -23.18 Bottom Quartile -29.36 Bottom Quartile 6.17 Lower Middle Quartile
Franklin India Equity Fund - Growth 29-09-1994 8,481.10 -23.75 Bottom Quartile -30.82 Bottom Quartile 3.34 Bottom Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 179.93 -25.48 Bottom Quartile -28.93 Bottom Quartile 4.08 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 4,859.60 -25.57 Bottom Quartile -30.24 Bottom Quartile 5.99 Lower Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 18,213.66 -30.83 Bottom Quartile -32.59 Bottom Quartile 6.83 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 01-03-2005 7,455.75 -37.83 Bottom Quartile -34.98 Bottom Quartile 2.2 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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