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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
Nippon India Multi Cap Gr Gr 25-03-2005 14,160.27 10.74 Top Quartile 14.16 Top Quartile 12.07 Top Quartile
HDFC Multi Cap Fund Gr 07-12-2021 5,879.59 7.52 Top Quartile 9.63 Upper Middle Quartile - -
Kotak Multicap Fund Reg Gr 29-09-2021 4,125.01 7.38 Upper Middle Quartile 9.95 Upper Middle Quartile - -
IDFC Multi Cap Fund Reg Gr 02-12-2021 1,197.39 5.32 Upper Middle Quartile 6.89 Upper Middle Quartile - -
Quant Active Fund Gr 21-03-2001 3,544.03 3.69 Upper Middle Quartile 10.47 Upper Middle Quartile 7.76 Top Quartile
ICICI Pru Multi Cap Gr 01-10-1994 7,037.40 3.53 Lower Middle Quartile 4.67 Lower Middle Quartile 1.89 Upper Middle Quartile
ITI Multi Cap Reg Gr 05-05-2019 514.62 0.32 Lower Middle Quartile 2.75 Lower Middle Quartile -7.54 Bottom Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 1,677.64 -0.98 Lower Middle Quartile -3.04 Bottom Quartile -1.75 Bottom Quartile
Axis Multicap Fund Reg Gr 05-12-2021 5,084.56 -1.35 Bottom Quartile -1.79 Bottom Quartile - -
ABSL Multi-Cap Fund Reg Gr 07-05-2021 3,748.30 -1.64 Bottom Quartile -0.24 Lower Middle Quartile -1.47 Bottom Quartile
Invesco India Multi Cap Gr 17-03-2008 2,375.64 -1.79 Bottom Quartile -2.2 Bottom Quartile -2.49 Bottom Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 1,846.91 -2.95 Bottom Quartile -1.57 Bottom Quartile 1.08 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 1,544.63 -3.56 Bottom Quartile 1.65 Lower Middle Quartile 0.77 Upper 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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