Mutual Fund Quartile Ranking

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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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