Sundaram MF Services Fund Invwise 728x90

Mutual Fund Quartile Ranking

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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 1,459.13 52.21 Top Quartile 55.64 Top Quartile 81.2 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 864.19 47.94 Top Quartile 50.81 Top Quartile 79.14 Upper Middle Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 10,818.27 46.23 Upper Middle Quartile 48.91 Upper Middle Quartile 83.47 Top Quartile
Baroda Multi Cap Plan A Gr 12-09-2003 1,129.08 41.65 Lower Middle Quartile 47.86 Lower Middle Quartile 75.63 Lower Middle Quartile
BNP Paribas Multi Cap Gr 15-09-2005 580.17 37.05 Lower Middle Quartile 38.34 Bottom Quartile 67.02 Bottom Quartile
Invesco India Multi Cap Gr 17-03-2008 1,713.07 35.86 Bottom Quartile 40.66 Lower Middle Quartile 66.71 Bottom Quartile
ICICI Pru Multi Cap Gr 01-10-1994 6,372.84 32.35 Bottom Quartile 36.38 Bottom Quartile 69.02 Lower Middle Quartile
ITI Multi Cap Reg Gr 05-05-2019 318.85 13.48 Bottom Quartile 19.27 Bottom Quartile 54.96 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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