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Mutual Fund Quartile Ranking

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.

Data as on - 22-08-2017
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
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 33.03 Top Quartile 36.56 Top Quartile 35.12 Top Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option 28-04-2014 29.6 Top Quartile 30.41 Top Quartile 37.79 Top Quartile
JM Multi Strategy Fund - Growth option 23-09-2008 26.56 Top Quartile 33.34 Top Quartile 37.6 Top Quartile
Birla Sun Life India Reforms Fund-GROWTH 25-06-2010 24.46 Top Quartile 23.76 Upper Middle Quartile 32.88 Top Quartile
Tata Equity PE Fund Regular Plan -(Growth Option) 29-06-2004 24.39 Top Quartile 31.54 Top Quartile 42.93 Top Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 24.28 Top Quartile 26.3 Top Quartile 30.32 Upper Middle Quartile
Templeton India Growth Fund-Growth Plan 05-09-2003 23.63 Top Quartile 26.54 Top Quartile 29.98 Upper Middle Quartile
L&T India Special Situations Fund-Regular Plan-Growth Option 22-05-2006 23.6 Top Quartile 26.79 Top Quartile 27.67 Upper Middle Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 22.54 Top Quartile 24.65 Upper Middle Quartile 26.86 Upper Middle Quartile
Principal Growth Fund-Growth Option 25-10-2000 22.27 Top Quartile 29.86 Top Quartile 32.94 Top Quartile
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 21.15 Top Quartile 26.61 Top Quartile 25.89 Upper Middle Quartile
Principal Dividend Yield Fund-Growth Plan 15-10-2004 20.99 Top Quartile 26.9 Top Quartile 29.0 Upper Middle Quartile
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 20.77 Top Quartile 25.46 Top Quartile 30.2 Upper Middle Quartile
Kotak Opportunities---Growth 09-09-2004 20.65 Top Quartile 25.54 Top Quartile 30.75 Top Quartile
JM Core 11 Fund - Growth option 05-03-2008 20.64 Top Quartile 26.13 Top Quartile 40.19 Top Quartile
Sundaram Equity Multiplier Fund Growth 27-02-2007 20.53 Top Quartile 25.56 Top Quartile 29.06 Upper Middle Quartile
Birla Sun Life Advantage Fund - Regular Growth 02-04-2001 20.52 Top Quartile 24.73 Top Quartile 30.88 Top Quartile
Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 20.47 Top Quartile 29.35 Top Quartile 34.87 Top Quartile
Mirae Asset India Opportunities Fund - Growth Plan 04-04-2008 20.37 Top Quartile 24.69 Upper Middle Quartile 28.78 Upper Middle Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 20.32 Top Quartile 29.51 Top Quartile 34.7 Top Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 19.57 Upper Middle Quartile 22.07 Upper Middle Quartile 25.83 Lower Middle Quartile
Reliance Vision Fund-GROWTH PLAN-Growth Option 08-10-1995 19.33 Upper Middle Quartile 21.03 Lower Middle Quartile 19.27 Bottom Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 18.94 Upper Middle Quartile 28.37 Top Quartile 33.79 Top Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 18.88 Upper Middle Quartile 24.11 Upper Middle Quartile 31.43 Top Quartile
HDFC Capital Builder Fund - Growth Option 01-02-1994 18.32 Upper Middle Quartile 21.37 Upper Middle Quartile 27.9 Upper Middle Quartile
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 18.24 Upper Middle Quartile 22.43 Upper Middle Quartile 24.53 Lower Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 18.22 Upper Middle Quartile 19.94 Lower Middle Quartile 20.72 Lower Middle Quartile
Birla Sun Life Dividend Yield Plus - Growth - Regular Plan 26-02-2003 17.95 Upper Middle Quartile 21.76 Upper Middle Quartile 27.64 Upper Middle Quartile
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 17.7 Upper Middle Quartile 21.81 Upper Middle Quartile 23.76 Lower Middle Quartile
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 17.69 Upper Middle Quartile 27.78 Top Quartile 31.3 Top Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 17.53 Upper Middle Quartile 21.75 Upper Middle Quartile 21.32 Lower Middle Quartile
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 17.4 Upper Middle Quartile 26.19 Top Quartile 31.47 Top Quartile
Peerless Equity Fund - Growth Option 28-09-2011 17.13 Upper Middle Quartile 20.12 Lower Middle Quartile 27.14 Upper Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 17.08 Upper Middle Quartile 24.03 Upper Middle Quartile 30.15 Upper Middle Quartile
SBI Magnum Multicap Fund - REGULAR PLAN -Growth Option 29-09-2005 16.86 Upper Middle Quartile 19.03 Lower Middle Quartile 24.72 Lower Middle Quartile
Invesco India Contra Fund - Growth 11-04-2007 16.57 Upper Middle Quartile 22.36 Upper Middle Quartile 27.63 Upper Middle Quartile
Indiabulls Blue Chip Fund - Growth Option 10-02-2012 16.48 Upper Middle Quartile 19.63 Lower Middle Quartile 23.27 Lower Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 16.16 Upper Middle Quartile 24.03 Upper Middle Quartile 23.94 Lower Middle Quartile
HDFC Growth Fund - Growth Option 11-09-2000 16.14 Upper Middle Quartile 21.67 Upper Middle Quartile 26.8 Upper Middle Quartile
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 15.81 Lower Middle Quartile 19.42 Lower Middle Quartile 20.29 Lower Middle Quartile
HDFC Premier Multi-Cap Fund-Growth 06-04-2005 15.61 Lower Middle Quartile 20.78 Lower Middle Quartile 28.76 Upper Middle Quartile
ICICI Prudential Dynamic - Growth 31-10-2002 15.55 Lower Middle Quartile 22.68 Upper Middle Quartile 31.08 Top Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 15.54 Lower Middle Quartile 22.52 Upper Middle Quartile 27.05 Upper Middle Quartile
Birla Sun Life Special Situations Fund - Growth 31-01-2008 15.38 Lower Middle Quartile 22.84 Upper Middle Quartile 33.43 Top Quartile
ICICI Prudential Top 100 Fund - Growth 09-07-1998 15.38 Lower Middle Quartile 21.25 Upper Middle Quartile 30.79 Top Quartile
Parag Parikh Long Term Value Fund - Regular Plan - Growth 28-05-2013 15.19 Lower Middle Quartile 19.24 Lower Middle Quartile 16.82 Bottom Quartile
Axis Equity Fund - Growth 05-01-2010 15.03 Lower Middle Quartile 13.8 Bottom Quartile 15.2 Bottom Quartile
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 14.98 Lower Middle Quartile 18.55 Lower Middle Quartile 19.41 Bottom Quartile
UTI-Dividend Yield Fund.-Growth 03-05-2005 14.92 Lower Middle Quartile 18.5 Lower Middle Quartile 23.09 Lower Middle Quartile
Taurus Starshare Growth Option 29-01-1994 14.87 Lower Middle Quartile 18.93 Lower Middle Quartile 22.64 Lower Middle Quartile
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 14.77 Lower Middle Quartile 19.96 Lower Middle Quartile 26.11 Upper Middle Quartile
Sahara Growth Fund-Growth 30-08-2002 14.74 Lower Middle Quartile 15.65 Bottom Quartile 25.63 Lower Middle Quartile
HSBC India Opportunities Fund - Growth 24-02-2004 14.59 Lower Middle Quartile 18.38 Lower Middle Quartile 27.32 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth Option 16-05-2005 14.55 Lower Middle Quartile 18.92 Lower Middle Quartile 23.43 Lower Middle Quartile
IIFL India Growth Fund -Regular Plan - Growth 30-10-2014 14.35 Lower Middle Quartile 21.94 Upper Middle Quartile 30.94 Top Quartile
UTI - TOP 100 Fund- Growth Option 01-08-2005 14.28 Lower Middle Quartile 17.71 Lower Middle Quartile 21.65 Lower Middle Quartile
SBI Magnum Multiplier Fund - REGULAR PLAN -Growth 26-05-2005 13.86 Lower Middle Quartile 18.86 Lower Middle Quartile 22.9 Lower Middle Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 13.32 Lower Middle Quartile 16.74 Lower Middle Quartile 18.31 Bottom Quartile
Franklin India Prima Plus-Growth 29-09-1994 12.62 Lower Middle Quartile 14.46 Bottom Quartile 20.65 Lower Middle Quartile
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (G) 01-12-2003 12.54 Bottom Quartile 15.18 Bottom Quartile 20.21 Lower Middle Quartile
Franklin India Flexi Cap Fund-Growth Plan 02-03-2005 12.31 Bottom Quartile 14.76 Bottom Quartile 17.8 Bottom Quartile
BNP PARIBAS Equity Fund-Growth Option 23-09-2004 12.3 Bottom Quartile 15.83 Bottom Quartile 16.94 Bottom Quartile
UTI Multi Cap Fund - Growth Option 25-08-2014 11.51 Bottom Quartile 16.01 Bottom Quartile 18.88 Bottom Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 11.32 Bottom Quartile 15.7 Bottom Quartile 21.98 Lower Middle Quartile
Edelweiss Large Cap Advantage Fund -Plan B - Growth option 20-05-2009 11.0 Bottom Quartile 15.74 Bottom Quartile 18.42 Bottom Quartile
Edelweiss Large Cap Advantage Fund -Plan C - Growth option 20-05-2009 11.0 Bottom Quartile 15.75 Bottom Quartile 18.42 Bottom Quartile
Edelweiss Large Cap Advantage Fund - Growth option 20-05-2009 10.98 Bottom Quartile 15.74 Bottom Quartile 18.39 Bottom Quartile
SBI CONTRA - REGULAR PLAN -GROWTH 09-05-2005 10.92 Bottom Quartile 17.37 Lower Middle Quartile 19.36 Bottom Quartile
Tata Equity Opportunities Fund Regular Plan - Growth 31-03-1993 10.82 Bottom Quartile 16.76 Lower Middle Quartile 20.03 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 10.24 Bottom Quartile 17.27 Lower Middle Quartile 31.49 Top Quartile
Union Equity Fund - Growth Option 10-06-2011 9.87 Bottom Quartile 14.58 Bottom Quartile 19.8 Bottom Quartile
Taurus Bonanza Fund-Growth Option 28-02-1995 9.52 Bottom Quartile 14.04 Bottom Quartile 19.63 Bottom Quartile
Edelweiss Prudent Advantage Fund- Plan B-Growth Option 16-06-2009 9.45 Bottom Quartile 12.57 Bottom Quartile 14.35 Bottom Quartile
Edelweiss Prudent Advantage Fund - Growth Option 12-08-2009 9.37 Bottom Quartile 12.56 Bottom Quartile 14.32 Bottom Quartile
UTI - Equity Fund-Growth Option 01-08-2005 8.34 Bottom Quartile 13.4 Bottom Quartile 19.65 Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 7.68 Bottom Quartile 10.95 Bottom Quartile 20.36 Lower Middle Quartile
Tata Ethical Fund Regular Plan - Growth 24-05-1996 7.26 Bottom Quartile 8.37 Bottom Quartile 9.92 Bottom Quartile
Taurus Ethical Fund - Growth Option 06-04-2009 5.28 Bottom Quartile 8.86 Bottom Quartile 14.05 Bottom Quartile
LIC MF Equity Fund-Growth 15-04-1993 3.42 Bottom Quartile 7.5 Bottom Quartile 17.48 Bottom Quartile

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