1. Advisorkhoj
  2. Mutual Funds Research
  3. Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

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 - 01-12-2016
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
Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 17.49 Top Quartile 21.56 Top Quartile 6.74 Top Quartile
JM Multi Strategy Fund - Growth option 23-09-2008 12.72 Top Quartile 19.32 Top Quartile -4.09 Bottom Quartile
Birla Sun Life Advantage Fund - Regular Growth 02-04-2001 12.61 Top Quartile 20.79 Top Quartile 6.25 Top Quartile
Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 27-01-2015 12.54 Top Quartile 19.8 Top Quartile 1.8 Lower Middle Quartile
IIFL India Growth Fund -Regular Plan - Growth 30-10-2014 12.26 Top Quartile 22.21 Top Quartile 4.03 Upper Middle Quartile
SBI-ETF Nifty Jr. 16-03-2015 12.19 Top Quartile 18.09 Top Quartile 5.03 Top Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option 28-04-2014 12.15 Top Quartile 15.0 Upper Middle Quartile 3.53 Upper Middle Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 11.74 Top Quartile 19.72 Top Quartile 7.68 Top Quartile
ICICI Prudential Dynamic - Growth 31-10-2002 11.6 Top Quartile 16.78 Top Quartile 4.49 Top Quartile
ICICI Prudential Top 100 Fund - Growth 09-07-1998 11.51 Top Quartile 19.38 Top Quartile 5.77 Top Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 11.41 Top Quartile 17.12 Top Quartile 4.0 Upper Middle Quartile
IDFC Classic Equity Fund-Plan B- Growth 02-04-2009 11.32 Top Quartile 18.14 Top Quartile 3.59 Upper Middle Quartile
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 11.14 Top Quartile 18.0 Top Quartile 3.52 Upper Middle Quartile
Goldman Sachs Nifty Junior Exchange Traded Scheme (GS Junior BeES) 21-02-2003 11.08 Top Quartile 16.95 Top Quartile 3.94 Upper Middle Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 10.71 Top Quartile 16.21 Top Quartile 2.98 Upper Middle Quartile
JM Core 11 Fund - Growth option 05-03-2008 10.66 Top Quartile 30.56 Top Quartile 3.5 Upper Middle Quartile
Kotak Opportunities---Growth 09-09-2004 10.24 Top Quartile 14.77 Upper Middle Quartile 3.02 Upper Middle Quartile
Kotak Select Focus Fund - Growth 11-09-2009 9.86 Top Quartile 15.2 Upper Middle Quartile 6.61 Top Quartile
SBI Magnum Multicap Fund - REGULAR PLAN -Growth Option 29-09-2005 9.56 Top Quartile 15.43 Upper Middle Quartile 10.1 Top Quartile
Mirae Asset India Opportunities Fund - Growth Plan 04-04-2008 9.27 Top Quartile 13.58 Upper Middle Quartile 4.49 Top Quartile
Birla Sun Life Special Situations Fund - Growth 31-01-2008 9.14 Top Quartile 17.0 Top Quartile 7.08 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 9.1 Upper Middle Quartile 15.95 Upper Middle Quartile 8.05 Top Quartile
Templeton India Growth Fund-Growth Plan 05-09-2003 8.51 Upper Middle Quartile 14.17 Upper Middle Quartile 1.9 Lower Middle Quartile
Quantum Equity Fund of Funds-Growth Option 20-07-2009 7.97 Upper Middle Quartile 14.0 Upper Middle Quartile 4.92 Top Quartile
Franklin INDIA LIFE STAGE FUND OF FUNDS - THE 20S PLAN (G) 01-12-2003 7.92 Upper Middle Quartile 11.87 Upper Middle Quartile 5.36 Top Quartile
HDFC Growth Fund - Growth Option 11-09-2000 7.75 Upper Middle Quartile 14.03 Upper Middle Quartile 3.59 Upper Middle Quartile
HSBC India Opportunities Fund - Growth 24-02-2004 7.64 Upper Middle Quartile 17.26 Top Quartile 3.49 Upper Middle Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 7.56 Upper Middle Quartile 14.02 Upper Middle Quartile 1.49 Lower Middle Quartile
Principal Growth Fund-Growth Option 25-10-2000 7.25 Upper Middle Quartile 18.11 Top Quartile 3.31 Upper Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 7.16 Upper Middle Quartile 12.05 Upper Middle Quartile -0.9 Bottom Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 7.04 Upper Middle Quartile 17.7 Top Quartile 0.8 Lower Middle Quartile
Invesco India Contra Fund - Growth 11-04-2007 6.89 Upper Middle Quartile 14.29 Upper Middle Quartile 4.64 Top Quartile
Birla Sun Life India Reforms Fund-GROWTH 25-06-2010 6.78 Upper Middle Quartile 18.25 Top Quartile 3.93 Upper Middle Quartile
Sundaram Equity Multiplier Fund Growth 27-02-2007 6.15 Upper Middle Quartile 10.74 Lower Middle Quartile 1.51 Lower Middle Quartile
Indiabulls Blue Chip Fund - Growth Option 10-02-2012 6.1 Upper Middle Quartile 9.73 Lower Middle Quartile 5.57 Top Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 5.88 Upper Middle Quartile 15.0 Upper Middle Quartile 1.73 Lower Middle Quartile
Franklin India Prima Plus-Growth 29-09-1994 5.38 Upper Middle Quartile 10.95 Lower Middle Quartile 5.47 Top Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 5.08 Upper Middle Quartile 15.4 Upper Middle Quartile 7.58 Top Quartile
L&T Equity Fund-Growth Option 16-05-2005 5.07 Upper Middle Quartile 9.42 Lower Middle Quartile 0.27 Lower Middle Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 4.99 Upper Middle Quartile 10.66 Lower Middle Quartile 5.48 Top Quartile
Peerless Equity Fund - Growth Option 28-09-2011 4.84 Upper Middle Quartile 12.41 Upper Middle Quartile 6.0 Top Quartile
SBI CONTRA - REGULAR PLAN -GROWTH 09-05-2005 4.83 Upper Middle Quartile 11.47 Lower Middle Quartile 3.53 Upper Middle Quartile
HDFC Capital Builder Fund - Growth Option 01-02-1994 4.59 Lower Middle Quartile 15.37 Upper Middle Quartile 4.79 Top Quartile
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 4.51 Lower Middle Quartile 16.67 Top Quartile -2.06 Bottom Quartile
SBI Magnum Multiplier Fund - REGULAR PLAN -Growth 26-05-2005 4.28 Lower Middle Quartile 13.16 Upper Middle Quartile 3.04 Upper Middle Quartile
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 4.13 Lower Middle Quartile 10.63 Lower Middle Quartile 1.57 Lower Middle Quartile
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 3.92 Lower Middle Quartile 11.32 Lower Middle Quartile 1.17 Lower Middle Quartile
BOI AXA Equity Fund Eco Plan-Bonus 21-10-2008 3.92 Lower Middle Quartile 11.29 Lower Middle Quartile 1.17 Lower Middle Quartile
L&T India Special Situations Fund-Growth Option 22-05-2006 3.86 Lower Middle Quartile 7.57 Bottom Quartile 0.48 Lower Middle Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 3.84 Lower Middle Quartile 10.87 Lower Middle Quartile 1.99 Lower Middle Quartile
Tata Equity Opportunities Fund Regular Plan - Growth 31-03-1993 3.72 Lower Middle Quartile 12.88 Upper Middle Quartile 4.94 Top Quartile
Edelweiss Value Opportunities Fund- Plan B-Growth Option 16-06-2009 3.64 Lower Middle Quartile 6.81 Bottom Quartile 2.46 Upper Middle Quartile
PPFAS Long Term Value Fund - Regular Plan - Growth 28-05-2013 3.61 Lower Middle Quartile 14.62 Upper Middle Quartile 4.28 Upper Middle Quartile
Edelweiss Value Opportunities Fund - Growth Option 12-08-2009 3.59 Lower Middle Quartile 6.82 Bottom Quartile 2.27 Upper Middle Quartile
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 3.56 Lower Middle Quartile 13.88 Upper Middle Quartile 0.91 Lower Middle Quartile
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 3.16 Lower Middle Quartile 10.47 Lower Middle Quartile 0.44 Lower Middle Quartile
UTI - TOP 100 Fund-Income Option 16-02-1993 3.13 Lower Middle Quartile 1.32 Bottom Quartile -5.22 Bottom Quartile
Franklin India Flexi Cap Fund-Growth Plan 02-03-2005 3.13 Lower Middle Quartile 8.76 Lower Middle Quartile 2.37 Upper Middle Quartile
UTI - TOP 100 Fund- Growth Option 01-08-2005 3.13 Lower Middle Quartile 9.06 Lower Middle Quartile 2.02 Upper Middle Quartile
BOI AXA Equity Fund Regular Plan-Bonus 21-10-2008 3.12 Lower Middle Quartile 10.48 Lower Middle Quartile 0.4 Lower Middle Quartile
Reliance Vision Fund-GROWTH PLAN-Growth Option 08-10-1995 3.03 Lower Middle Quartile 9.58 Lower Middle Quartile -0.03 Bottom Quartile
Reliance Vision Fund-GROWTH PLAN-Bonus Option 08-10-1995 3.03 Lower Middle Quartile 9.58 Lower Middle Quartile -0.02 Bottom Quartile
UTI - Equity Fund-Growth Option 01-08-2005 3.0 Lower Middle Quartile 9.3 Lower Middle Quartile 2.6 Upper Middle Quartile
UTI - Equity Fund-Income Option 18-05-1992 2.99 Lower Middle Quartile 5.63 Bottom Quartile -0.84 Bottom Quartile
JPMorgan India Economic Resurgence Fund - Regular Plan - Growth Option 03-02-2015 2.96 Bottom Quartile 9.24 Lower Middle Quartile 0.36 Lower Middle Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 2.56 Bottom Quartile 9.27 Lower Middle Quartile 0.56 Lower Middle Quartile
LIC MF Equity Fund-Growth 15-04-1993 2.48 Bottom Quartile 4.17 Bottom Quartile -2.29 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan C - Growth option 20-05-2009 2.45 Bottom Quartile 8.27 Bottom Quartile -1.96 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund - Growth option 20-05-2009 2.43 Bottom Quartile 8.24 Bottom Quartile -1.94 Bottom Quartile
Edelweiss Diversified Growth Equity Top 100 (E.D.G.E. Top 100) Fund -Plan B - Growth option 20-05-2009 2.42 Bottom Quartile 8.24 Bottom Quartile -1.97 Bottom Quartile
Sahara Growth Fund-Growth 30-08-2002 1.93 Bottom Quartile 10.4 Lower Middle Quartile -1.74 Bottom Quartile
UTI Multi Cap Fund - Growth Option 25-08-2014 1.91 Bottom Quartile 10.39 Lower Middle Quartile 1.5 Lower Middle Quartile
Union Equity Fund - Growth Option 10-06-2011 1.26 Bottom Quartile 6.51 Bottom Quartile -4.88 Bottom Quartile
Taurus Starshare Growth Option 29-01-1994 0.8 Bottom Quartile 7.05 Bottom Quartile -5.12 Bottom Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 0.59 Bottom Quartile 9.58 Lower Middle Quartile -0.79 Bottom Quartile
HDFC Premier Multi-Cap Fund-Growth 06-04-2005 -0.04 Bottom Quartile 7.93 Bottom Quartile -1.72 Bottom Quartile
Taurus Ethical Fund - Growth Option 06-04-2009 -0.08 Bottom Quartile 3.68 Bottom Quartile -2.57 Bottom Quartile
Taurus Ethical Fund - Bonus Option 06-04-2009 -0.08 Bottom Quartile 3.71 Bottom Quartile -2.57 Bottom Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 -0.35 Bottom Quartile 7.66 Bottom Quartile 1.02 Lower Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan- Bonus Option 11-02-2015 -0.35 Bottom Quartile 7.66 Bottom Quartile 1.02 Lower Middle Quartile
Taurus Bonanza Fund-Growth Option 28-02-1995 -0.5 Bottom Quartile 5.96 Bottom Quartile -3.64 Bottom Quartile
Axis Equity Fund - Growth 05-01-2010 -0.95 Bottom Quartile 8.29 Bottom Quartile 1.08 Lower Middle Quartile
BNP PARIBASEquity Fund-Growth Option 23-09-2004 -1.41 Bottom Quartile 6.22 Bottom Quartile 0.23 Bottom Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 -1.45 Bottom Quartile 6.44 Bottom Quartile -4.01 Bottom Quartile
Tata Ethical Fund Regular Plan - Growth 23-05-1996 -1.97 Bottom Quartile 3.02 Bottom Quartile 0.26 Lower Middle Quartile

Advisorkhoj develops innovative mutual fund research tools that help you in your mutual fund investments. We would be happy to get your feedback, suggestions. Please leave your comments below.

comments powered by Disqus

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback