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Mutual Fund Quartile Ranking

Data as on - 23-10-2017
Scheme Name Launch Date 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
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 29.04 Top Quartile 23.44 Top Quartile 22.43 Upper Middle Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 27.74 Top Quartile 25.76 Top Quartile 26.3 Top Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option 28-04-2014 27.28 Top Quartile 25.92 Top Quartile 30.41 Top Quartile
Principal Dividend Yield Fund-Growth Plan 15-10-2004 25.8 Top Quartile 22.69 Top Quartile 26.9 Top Quartile
Principal Growth Fund-Growth Option 25-10-2000 25.62 Top Quartile 22.74 Top Quartile 29.86 Top Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 24.75 Top Quartile 23.42 Top Quartile 24.65 Top Quartile
L&T India Special Situations Fund-Regular Plan-Growth 22-05-2006 24.49 Top Quartile 21.86 Top Quartile 26.79 Top Quartile
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 24.21 Top Quartile 22.2 Top Quartile 23.76 Upper Middle Quartile
SBI-ETF Nifty Next 50 16-03-2015 23.57 Top Quartile 22.23 Top Quartile 30.2 Top Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 23.04 Top Quartile 21.73 Top Quartile 29.51 Top Quartile
Aditya Birla Sun Life Advantage Fund - Regular Growth 02-04-2001 22.68 Top Quartile 19.06 Top Quartile 24.73 Top Quartile
Templeton India Growth Fund-Growth Plan 05-09-2003 22.45 Top Quartile 21.22 Top Quartile 26.54 Top Quartile
Sundaram Equity Multiplier Fund Growth 27-02-2007 22.42 Top Quartile 20.67 Top Quartile 25.56 Top Quartile
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 22.37 Top Quartile 19.96 Top Quartile 21.81 Upper Middle Quartile
Invesco India Contra Fund - Growth 11-04-2007 21.9 Top Quartile 18.05 Upper Middle Quartile 22.36 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 21.57 Top Quartile 18.91 Upper Middle Quartile 19.03 Lower Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 21.4 Top Quartile 19.89 Top Quartile 19.94 Lower Middle Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 21.18 Top Quartile 20.21 Top Quartile 28.37 Top Quartile
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 20.92 Upper Middle Quartile 19.3 Top Quartile 25.46 Top Quartile
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 20.88 Upper Middle Quartile 15.86 Upper Middle Quartile 19.42 Lower Middle Quartile
HDFC Capital Builder Fund - Growth Option 01-02-1994 20.67 Upper Middle Quartile 18.73 Upper Middle Quartile 21.37 Upper Middle Quartile
Axis Equity Fund - Growth 05-01-2010 20.33 Upper Middle Quartile 16.72 Upper Middle Quartile 13.8 Bottom Quartile
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 19.99 Upper Middle Quartile 15.04 Lower Middle Quartile 18.55 Lower Middle Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 19.7 Upper Middle Quartile 18.66 Upper Middle Quartile 22.07 Upper Middle Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 19.68 Upper Middle Quartile 18.19 Upper Middle Quartile 24.11 Top Quartile
Kotak Opportunities - Growth 09-09-2004 19.37 Upper Middle Quartile 18.06 Upper Middle Quartile 25.54 Top Quartile
Peerless Equity Fund - Growth Option 28-09-2011 19.04 Upper Middle Quartile 17.39 Upper Middle Quartile 20.12 Upper Middle Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 18.93 Upper Middle Quartile 17.27 Upper Middle Quartile 21.75 Upper Middle Quartile
Aditya Birla Sun Life Special Situations Fund - Growth 31-01-2008 18.62 Upper Middle Quartile 16.43 Upper Middle Quartile 22.84 Upper Middle Quartile
Aditya Birla Sun Life Dividend Yield Plus - Growth - Regular Plan 26-02-2003 18.6 Upper Middle Quartile 17.73 Upper Middle Quartile 21.76 Upper Middle Quartile
ICICI Prudential Dynamic - Growth 31-10-2002 18.44 Upper Middle Quartile 17.38 Upper Middle Quartile 22.68 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 18.07 Upper Middle Quartile 17.55 Upper Middle Quartile 29.35 Top Quartile
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 18.03 Upper Middle Quartile 14.63 Lower Middle Quartile 26.19 Top Quartile
HSBC India Opportunities Fund - Growth 24-02-2004 17.93 Upper Middle Quartile 14.91 Lower Middle Quartile 18.38 Lower Middle Quartile
ICICI Prudential Top 100 Fund - Growth 09-07-1998 17.79 Upper Middle Quartile 15.34 Lower Middle Quartile 21.25 Upper Middle Quartile
Taurus Starshare Growth Option 29-01-1994 17.55 Lower Middle Quartile 15.64 Upper Middle Quartile 18.93 Lower Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 17.43 Lower Middle Quartile 15.57 Upper Middle Quartile 24.03 Upper Middle Quartile
Parag Parikh Long Term Value Fund - Regular Plan - Growth 28-05-2013 17.12 Lower Middle Quartile 20.28 Top Quartile 19.24 Lower Middle Quartile
UTI - Top 100 Fund- Growth Option 01-08-2005 17.12 Lower Middle Quartile 14.6 Lower Middle Quartile 17.71 Lower Middle Quartile
UTI Multi Cap Fund - Growth Option 25-08-2014 17.11 Lower Middle Quartile 13.03 Lower Middle Quartile 16.01 Lower Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 17.0 Lower Middle Quartile 15.2 Lower Middle Quartile 18.92 Lower Middle Quartile
BNP Paribas Equity Fund-Growth Option 23-09-2004 16.78 Lower Middle Quartile 14.1 Lower Middle Quartile 15.83 Bottom Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 16.65 Lower Middle Quartile 15.38 Lower Middle Quartile 22.52 Upper Middle Quartile
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 16.42 Lower Middle Quartile 14.73 Lower Middle Quartile 27.78 Top Quartile
Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option 20-05-2009 16.11 Lower Middle Quartile 12.7 Bottom Quartile 15.74 Bottom Quartile
Edelweiss Large Cap Advantage Fund -Plan B - Growth option 20-05-2009 16.1 Lower Middle Quartile 12.71 Lower Middle Quartile 15.74 Bottom Quartile
Edelweiss Large Cap Advantage Fund -Plan C - Growth option 20-05-2009 16.09 Lower Middle Quartile 12.69 Bottom Quartile 15.75 Bottom Quartile
UTI-Dividend Yield Fund.-Growth 03-05-2005 16.02 Lower Middle Quartile 14.5 Lower Middle Quartile 18.5 Lower Middle Quartile
Indiabulls Blue Chip Fund - Growth Option 10-02-2012 15.31 Lower Middle Quartile 14.94 Lower Middle Quartile 19.63 Lower Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 15.19 Lower Middle Quartile 15.96 Upper Middle Quartile 24.03 Upper Middle Quartile
SBI Contra - Regular Plan -Growth 09-05-2005 15.0 Lower Middle Quartile 13.45 Lower Middle Quartile 17.37 Lower Middle Quartile
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 14.91 Lower Middle Quartile 14.48 Lower Middle Quartile 19.96 Lower Middle Quartile
SBI Magnum Multiplier Fund - Regular Plan -Growth 26-05-2005 14.71 Lower Middle Quartile 12.51 Bottom Quartile 18.86 Lower Middle Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 14.62 Bottom Quartile 12.39 Bottom Quartile 16.74 Lower Middle Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 14.59 Bottom Quartile 12.86 Lower Middle Quartile 15.18 Bottom Quartile
Franklin India Prima Plus-Growth 29-09-1994 14.54 Bottom Quartile 12.67 Bottom Quartile 14.46 Bottom Quartile
Franklin India Flexi Cap Fund-Growth Plan 02-03-2005 14.51 Bottom Quartile 12.18 Bottom Quartile 14.76 Bottom Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 13.98 Bottom Quartile 13.78 Lower Middle Quartile 15.7 Bottom Quartile
Taurus Bonanza Fund-Growth Option 28-02-1995 13.74 Bottom Quartile 10.07 Bottom Quartile 14.04 Bottom Quartile
HDFC Premier Multi-Cap Fund-Growth 06-04-2005 13.25 Bottom Quartile 14.45 Lower Middle Quartile 20.78 Upper Middle Quartile
UTI - Equity Fund-Growth Option 01-08-2005 13.04 Bottom Quartile 10.98 Bottom Quartile 13.4 Bottom Quartile
Union Equity Fund - Growth Option 10-06-2011 12.71 Bottom Quartile 10.62 Bottom Quartile 14.58 Bottom Quartile
IIFL India Growth Fund -Regular Plan - Growth 30-10-2014 12.59 Bottom Quartile 11.71 Bottom Quartile 21.94 Upper Middle Quartile
Tata Equity Opportunities Fund Regular Plan - Growth 31-03-1993 12.52 Bottom Quartile 11.14 Bottom Quartile 16.76 Lower Middle Quartile
Edelweiss Prudent Advantage Fund - Regular Plan - Growth Option 12-08-2009 12.39 Bottom Quartile 9.67 Bottom Quartile 12.56 Bottom Quartile
Edelweiss Prudent Advantage Fund- Plan B-Growth Option 16-06-2009 12.36 Bottom Quartile 9.71 Bottom Quartile 12.57 Bottom Quartile
Tata Ethical Fund Regular Plan - Growth 24-05-1996 11.31 Bottom Quartile 8.18 Bottom Quartile 8.37 Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 10.39 Bottom Quartile 8.31 Bottom Quartile 10.95 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 10.12 Bottom Quartile 9.89 Bottom Quartile 17.27 Lower Middle Quartile
Taurus Ethical Fund - Growth Option 06-04-2009 9.05 Bottom Quartile 6.98 Bottom Quartile 8.86 Bottom Quartile
LIC MF Equity Fund-Regular Plan-Growth 15-04-1993 7.31 Bottom Quartile 5.11 Bottom Quartile 7.5 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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