Mutual Fund Quartile Ranking

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Data as on - 26-04-2018

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
Axis Focused 25 Fund - Growth Option	29-06-2012	22.86	Top Quartile	19.03	Top Quartile	45.3	Top Quartile
Invesco India Contra Fund - Growth	11-04-2007	22.75	Top Quartile	18.62	Top Quartile	45.78	Top Quartile
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth	21-10-2008	21.46	Top Quartile	19.45	Top Quartile	43.26	Top Quartile
Principal Dividend Yield Fund-Growth Plan	15-10-2004	21.04	Top Quartile	20.36	Top Quartile	46.75	Top Quartile
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth	21-10-2008	20.49	Top Quartile	18.47	Top Quartile	42.21	Top Quartile
Axis Equity Fund - Growth	05-01-2010	20.14	Top Quartile	18.29	Top Quartile	38.15	Upper Middle Quartile
Principal Multi Cap Growth Fund-Growth Option	25-10-2000	18.97	Top Quartile	16.99	Top Quartile	48.9	Top Quartile
Aditya Birla Sun Life Special Situations Fund - Growth	31-01-2008	18.46	Top Quartile	13.18	Upper Middle Quartile	37.46	Upper Middle Quartile
UTI - Equity Fund-Growth Option	01-08-2005	18.46	Top Quartile	12.22	Upper Middle Quartile	30.18	Bottom Quartile
Taurus Ethical Fund - Regular Plan - Growth Option	06-04-2009	18.24	Top Quartile	14.75	Top Quartile	31.25	Lower Middle Quartile
L&T India Special Situations Fund-Regular Plan-Growth	22-05-2006	17.77	Top Quartile	13.5	Upper Middle Quartile	42.47	Top Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth	01-11-2011	16.88	Top Quartile	17.82	Top Quartile	49.28	Top Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth	28-05-2013	16.2	Top Quartile	14.47	Top Quartile	29.46	Bottom Quartile
Sundaram Equity Multiplier Fund Growth	27-02-2007	16.15	Top Quartile	13.5	Upper Middle Quartile	36.23	Lower Middle Quartile
Edelweiss Large Cap Fund - Regular Plan - Growth option	20-05-2009	16.03	Top Quartile	13.01	Upper Middle Quartile	33.91	Lower Middle Quartile
Edelweiss Large Cap Fund -Plan B - Growth option	20-05-2009	16.02	Top Quartile	12.97	Upper Middle Quartile	33.95	Lower Middle Quartile
Edelweiss Large Cap Fund -Plan C - Growth option	20-05-2009	15.99	Top Quartile	13.0	Upper Middle Quartile	33.96	Lower Middle Quartile
HDFC Capital Builder Fund - Growth Option	01-02-1994	15.84	Top Quartile	14.7	Top Quartile	42.45	Top Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option	11-02-2015	15.6	Upper Middle Quartile	14.94	Top Quartile	37.93	Upper Middle Quartile
Reliance ETF Junior BeES	21-02-2003	15.53	Upper Middle Quartile	14.71	Top Quartile	46.45	Top Quartile
SBI-ETF Nifty Next 50	16-03-2015	15.51	Upper Middle Quartile	12.2	Upper Middle Quartile	43.74	Top Quartile
Templeton India Equity Income Fund-Growth Plan	18-05-2006	15.05	Upper Middle Quartile	14.33	Top Quartile	34.21	Lower Middle Quartile
Tata Ethical Fund Regular Plan - Growth	24-05-1996	15.01	Upper Middle Quartile	14.25	Top Quartile	36.32	Lower Middle Quartile
SBI Contra - Regular Plan -Growth	14-07-1999	14.93	Upper Middle Quartile	11.97	Upper Middle Quartile	40.36	Upper Middle Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth	25-06-2010	14.73	Upper Middle Quartile	14.06	Top Quartile	45.82	Top Quartile
MOF35-Regular Plan-Growth Option	28-04-2014	14.62	Upper Middle Quartile	15.65	Top Quartile	43.19	Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option	29-09-2005	14.5	Upper Middle Quartile	13.55	Upper Middle Quartile	37.1	Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth	16-05-2005	14.4	Upper Middle Quartile	11.69	Upper Middle Quartile	34.3	Lower Middle Quartile
Mirae Asset India Equity Fund - Growth Plan	04-04-2008	14.14	Upper Middle Quartile	12.45	Upper Middle Quartile	38.7	Upper Middle Quartile
SBI Magnum Multiplier Fund - Regular Plan -Growth	26-05-2005	14.07	Upper Middle Quartile	13.09	Upper Middle Quartile	40.59	Upper Middle Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth	16-09-2003	14.05	Upper Middle Quartile	14.01	Top Quartile	37.89	Upper Middle Quartile
UTI Multi Cap Fund - Growth Option	25-08-2014	13.95	Upper Middle Quartile	12.15	Upper Middle Quartile	34.72	Lower Middle Quartile
HSBC Multi Cap Equity Fund - Growth	24-02-2004	13.01	Upper Middle Quartile	9.84	Lower Middle Quartile	40.4	Upper Middle Quartile
IDBI Nifty Junior Index Fund Growth	20-09-2010	12.9	Upper Middle Quartile	12.95	Upper Middle Quartile	43.72	Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan	27-08-1998	12.89	Upper Middle Quartile	10.0	Lower Middle Quartile	33.62	Lower Middle Quartile
Quantum Equity Fund of Funds - Regular Plan Growth Option	01-04-2017	12.85	Upper Middle Quartile	11.33	Lower Middle Quartile	26.83	Bottom Quartile
UTI - Top 100 Fund- Growth Option	01-08-2005	12.75	Lower Middle Quartile	10.48	Lower Middle Quartile	35.34	Lower Middle Quartile
UTI-Dividend Yield Fund.-Growth	03-05-2005	12.52	Lower Middle Quartile	10.17	Lower Middle Quartile	28.59	Bottom Quartile
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth	31-01-2015	12.33	Lower Middle Quartile	10.14	Lower Middle Quartile	41.82	Upper Middle Quartile
Aditya Birla Sun Life India Reforms Fund-Growth	25-06-2010	12.1	Lower Middle Quartile	10.71	Lower Middle Quartile	45.22	Top Quartile
IDFC Classic Equity Fund-Regular Plan-Growth	09-08-2005	12.09	Lower Middle Quartile	13.08	Upper Middle Quartile	37.41	Upper Middle Quartile
ICICI Prudential Indo Asia Equity Fund - Growth	18-10-2007	12.09	Lower Middle Quartile	13.02	Upper Middle Quartile	42.88	Top Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth	07-06-2007	11.96	Lower Middle Quartile	12.59	Upper Middle Quartile	40.3	Upper Middle Quartile
ICICI Prudential Dynamic - Growth	31-10-2002	11.8	Lower Middle Quartile	9.59	Lower Middle Quartile	28.24	Bottom Quartile
BNP PARIBAS Dividend Yield Fund-Growth Option	15-09-2005	11.72	Lower Middle Quartile	10.42	Lower Middle Quartile	42.72	Top Quartile
DSP BlackRock Equity Opportunities Fund-Regular Plan - Growth	16-05-2000	11.72	Lower Middle Quartile	11.02	Lower Middle Quartile	40.37	Upper Middle Quartile
Templeton India Growth Fund-Growth Plan	05-09-2003	11.71	Lower Middle Quartile	11.07	Lower Middle Quartile	37.77	Upper Middle Quartile
Aditya Birla Sun Life Advantage Fund - Regular Growth	24-02-1995	11.03	Lower Middle Quartile	9.86	Lower Middle Quartile	41.98	Top Quartile
Union Equity Fund - Growth Option	10-06-2011	10.63	Lower Middle Quartile	7.9	Bottom Quartile	27.63	Bottom Quartile
Franklin India Flexi Cap Fund-Growth Plan	02-03-2005	10.55	Lower Middle Quartile	10.03	Lower Middle Quartile	31.23	Bottom Quartile
BNP Paribas Equity Fund-Growth Option	23-09-2004	10.18	Lower Middle Quartile	9.46	Lower Middle Quartile	37.17	Upper Middle Quartile
Tata Equity Opportunities Fund Regular Plan - Growth	31-03-1993	10.12	Lower Middle Quartile	9.68	Lower Middle Quartile	32.04	Lower Middle Quartile
Franklin India Prima Plus-Growth	29-09-1994	10.03	Lower Middle Quartile	8.31	Bottom Quartile	30.73	Bottom Quartile
Franklin India Opportunities Fund - Growth	22-02-2000	9.96	Lower Middle Quartile	10.96	Lower Middle Quartile	35.75	Lower Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option	25-02-2015	9.94	Bottom Quartile	9.01	Bottom Quartile	36.73	Upper Middle Quartile
IIFL India Growth Fund -Regular Plan - Growth	30-10-2014	9.79	Bottom Quartile	5.04	Bottom Quartile	30.05	Bottom Quartile
HDFC Equity Fund - Growth Option	01-01-1995	9.52	Bottom Quartile	8.87	Bottom Quartile	36.98	Upper Middle Quartile
ICICI Prudential Top 100 Fund - Growth	09-07-1998	8.42	Bottom Quartile	6.04	Bottom Quartile	29.92	Bottom Quartile
Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option	16-06-2009	8.31	Bottom Quartile	7.66	Bottom Quartile	26.12	Bottom Quartile
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option	12-08-2009	8.29	Bottom Quartile	7.65	Bottom Quartile	26.2	Bottom Quartile
Kotak Opportunities - Growth	09-09-2004	8.24	Bottom Quartile	9.33	Lower Middle Quartile	34.98	Lower Middle Quartile
Taurus Starshare - Regular Plan - Growth Option	29-01-1994	8.21	Bottom Quartile	8.51	Bottom Quartile	32.6	Lower Middle Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G)	01-12-2003	8.07	Bottom Quartile	7.61	Bottom Quartile	25.37	Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth	16-08-2004	7.8	Bottom Quartile	5.95	Bottom Quartile	23.89	Bottom Quartile
Essel Large Cap Equity Fund - Growth Option	28-09-2011	7.22	Bottom Quartile	6.69	Bottom Quartile	33.9	Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth	01-10-1994	6.97	Bottom Quartile	5.7	Bottom Quartile	28.09	Bottom Quartile
Franklin India High Growth Companies Fund - Growth Plan	26-07-2007	6.0	Bottom Quartile	9.04	Lower Middle Quartile	37.56	Upper Middle Quartile
IDBI India Top 100 Equity Fund Growth	15-05-2012	5.98	Bottom Quartile	6.16	Bottom Quartile	28.12	Bottom Quartile
Taurus Bonanza Fund- Regular Plan - Growth Option	28-02-1995	5.03	Bottom Quartile	2.96	Bottom Quartile	25.71	Bottom Quartile
LIC MF Equity Fund-Regular Plan-Growth	15-04-1993	4.28	Bottom Quartile	2.27	Bottom Quartile	25.73	Bottom Quartile
Aditya Birla Sun Life Dividend Yield Plus - Growth - Regular Plan	26-02-2003	4.21	Bottom Quartile	3.85	Bottom Quartile	33.3	Lower Middle Quartile
HDFC Premier Multi-Cap Fund-Growth	06-04-2005	3.3	Bottom Quartile	5.83	Bottom Quartile	35.21	Lower Middle 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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Mutual Fund Quartile Ranking

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