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 Gr | 21-03-2001 | 1,188.84 | 89.13 | Top Quartile | 81.2 | Upper Middle Quartile | 97.06 | Top Quartile |
| Nippon India Multi Cap Gr Gr | 25-03-2005 | 11,079.17 | 87.87 | Top Quartile | 83.47 | Top Quartile | 71.92 | Upper Middle Quartile |
| Mahindra Manulife Multi Cap Badhat Yojana Reg Gr | 05-05-2017 | 783.15 | 83.92 | Upper Middle Quartile | 79.14 | Upper Middle Quartile | 71.06 | Upper Middle Quartile |
| Baroda Multi Cap Plan A Gr | 12-09-2003 | 1,155.58 | 79.91 | Upper Middle Quartile | 75.63 | Upper Middle Quartile | 65.52 | Lower Middle Quartile |
| ICICI Pru Multi Cap Gr | 01-10-1994 | 6,462.42 | 72.46 | Lower Middle Quartile | 69.02 | Lower Middle Quartile | 63.18 | Bottom Quartile |
| Principal Multi Cap Growth Gr | 25-10-2000 | 850.99 | 71.86 | Lower Middle Quartile | 69.38 | Lower Middle Quartile | 63.62 | Lower Middle Quartile |
| Invesco India Multi Cap Gr | 17-03-2008 | 1,667.97 | 69.98 | Bottom Quartile | 66.71 | Bottom Quartile | 68.33 | Upper Middle Quartile |
| BNP Paribas Multi Cap Gr | 15-09-2005 | 598.32 | 68.67 | Bottom Quartile | 67.02 | Bottom Quartile | 57.08 | Bottom Quartile |
| Sundaram Equity Reg Gr | 01-09-2019 | 828.63 | 63.34 | Bottom Quartile | 62.14 | Bottom Quartile | 61.01 | Bottom Quartile |
| ITI Multi Cap Reg Gr | 05-05-2019 | 315.63 | 56.76 | Bottom Quartile | 54.96 | Bottom Quartile | 54.11 | 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 may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to pradip@advisorkhoj.com for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.
