HSBC MF Debt fund 728x90.gif

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 259.96 100.96 Top Quartile 118.08 Top Quartile 43.41 Top Quartile
Mahindra Manulife Multi Cap Badhat Yojana Reg Gr 05-05-2017 450.89 58.78 Top Quartile 75.94 Top Quartile 16.58 Upper Middle Quartile
Baroda Multi Cap Plan A Gr 12-09-2003 971.52 56.26 Upper Middle Quartile 68.87 Bottom Quartile 19.46 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 9,043.00 54.02 Upper Middle Quartile 74.05 Upper Middle Quartile 0.04 Bottom Quartile
Principal Multi Cap Growth Gr 25-10-2000 713.65 53.76 Upper Middle Quartile 69.65 Lower Middle Quartile 14.96 Upper Middle Quartile
Sundaram Equity Reg Gr 01-09-2019 666.70 52.08 Lower Middle Quartile 71.18 Lower Middle Quartile 11.58 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 1,171.10 51.12 Lower Middle Quartile 72.05 Upper Middle Quartile 18.76 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 5,890.42 50.7 Bottom Quartile 73.57 Upper Middle Quartile 9.18 Bottom Quartile
BNP Paribas Multi Cap Gr 15-09-2005 520.40 46.71 Bottom Quartile 62.01 Bottom Quartile 10.27 Lower Middle Quartile
ITI Multi Cap Reg Gr 05-05-2019 205.91 44.46 Bottom Quartile 64.03 Bottom Quartile 2.05 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.

Advisorkhoj develops innovative mutual fund research tools that may help you in your mutual fund investments. Mutual Fund Distributors wanting to display Mutual Fund Research on their website may write to for APIs. We would be happy to get your feedback, suggestions. Please leave your comments below.