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Mutual Fund Quartile Ranking

Data as on - 19-07-2019
Scheme Name Launch Date AUM (Crore) 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
HDFC Equity Fund - Growth Option 01-01-1995 23,688.04 12.96 Top Quartile 18.4 Top Quartile 15.11 Top Quartile
Reliance Multi Cap Fund-Growth Plan-Growth Option 28-03-2005 10,592.55 10.14 Top Quartile 15.26 Top Quartile 11.07 Top Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 284.75 6.67 Top Quartile 10.04 Top Quartile 7.19 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 4,002.38 5.38 Top Quartile 9.91 Top Quartile 9.79 Upper Middle Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 7,650.41 5.18 Top Quartile 9.04 Upper Middle Quartile 5.89 Lower Middle Quartile
Kotak Standard Multicap Fund - Growth 11-09-2009 25,844.74 4.6 Top Quartile 10.81 Top Quartile 11.47 Top Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 208.92 4.46 Top Quartile - - - -
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 1,313.86 3.93 Upper Middle Quartile 10.48 Top Quartile 13.19 Top Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 2,647.67 3.42 Upper Middle Quartile 9.48 Upper Middle Quartile 6.91 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 3,991.38 3.32 Upper Middle Quartile 9.82 Top Quartile 12.92 Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 11,222.83 2.9 Upper Middle Quartile 4.43 Lower Middle Quartile 6.13 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 744.85 1.89 Upper Middle Quartile 5.83 Upper Middle Quartile 2.15 Bottom Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 296.35 1.8 Upper Middle Quartile 5.98 Upper Middle Quartile 3.26 Lower Middle Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 05-05-2013 1,974.44 0.97 Upper Middle Quartile 5.77 Upper Middle Quartile 11.48 Top Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 886.70 0.06 Lower Middle Quartile 2.77 Lower Middle Quartile 2.78 Lower Middle Quartile
JM Multicap Fund - Growth option 23-09-2008 2,004.59 -0.22 Lower Middle Quartile 3.94 Lower Middle Quartile 5.96 Upper Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 118.73 -0.23 Lower Middle Quartile 5.32 Lower Middle Quartile 4.44 Lower Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 808.97 -0.23 Lower Middle Quartile 4.4 Lower Middle Quartile 2.03 Bottom Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 284.22 -0.57 Lower Middle Quartile 6.32 Upper Middle Quartile 7.19 Upper Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 391.99 -0.63 Lower Middle Quartile 6.15 Upper Middle Quartile 5.35 Lower Middle Quartile
Franklin India Equity Fund - Growth 29-09-1994 11,317.53 -0.83 Lower Middle Quartile 2.43 Bottom Quartile 6.94 Upper Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 216.46 -2.18 Lower Middle Quartile 3.81 Lower Middle Quartile 2.7 Bottom Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 2,728.82 -2.46 Bottom Quartile 1.55 Bottom Quartile 3.31 Lower Middle Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 325.81 -2.94 Bottom Quartile -1.52 Bottom Quartile 1.06 Bottom Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 13,450.26 -3.97 Bottom Quartile 2.6 Lower Middle Quartile -1.24 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 485.92 -3.97 Bottom Quartile 0.31 Bottom Quartile 5.33 Lower Middle Quartile
UTI - Equity Fund-Growth Option 05-08-2005 9,495.58 -4.3 Bottom Quartile 2.55 Lower Middle Quartile 12.07 Top Quartile
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 5,522.19 -4.38 Bottom Quartile 0.56 Bottom Quartile 3.97 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 850.42 -5.76 Bottom Quartile -2.12 Bottom Quartile -1.68 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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