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.

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