Mutual Fund Quartile Ranking - Equity: Small Cap
| 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 |
|---|---|---|---|---|---|---|---|---|
| Bank Of India Small Cap Reg Gr | 12-12-2018 | 3,670.75 | 20.74 | Top Quartile | 29.03 | Top Quartile | 14.8 | Top Quartile |
| TrustMF Small Cap Fund Reg Gr | 04-11-2024 | 3,877.01 | 20.7 | Top Quartile | 30.47 | Top Quartile | 22.78 | Top Quartile |
| Motilal Oswal Small Cap Reg Gr | 01-12-2023 | 8,297.97 | 15.78 | Top Quartile | 21.88 | Top Quartile | 12.88 | Top Quartile |
| Union Small Cap Reg Gr | 10-06-2014 | 2,731.92 | 15.43 | Top Quartile | 22.49 | Top Quartile | 15.72 | Top Quartile |
| Invesco India Small Cap Reg Gr | 05-10-2018 | 16,130.64 | 14.43 | Top Quartile | 14.42 | Upper Middle Quartile | 8.85 | Upper Middle Quartile |
| ITI Small Cap Reg Gr | 01-02-2020 | 3,666.32 | 14.34 | Top Quartile | 20.41 | Top Quartile | 11.05 | Top Quartile |
| LIC MF Small Cap Fund Reg Gr | 15-06-2017 | 841.28 | 12.91 | Top Quartile | 16.34 | Upper Middle Quartile | 9.74 | Top Quartile |
| DSP Small Cap Reg Gr | 15-06-2007 | 21,467.11 | 12.74 | Top Quartile | 19.2 | Top Quartile | 7.86 | Upper Middle Quartile |
| Mahindra Manulife Small Cap Fund Reg Gr | 05-12-2022 | 5,372.85 | 11.77 | Upper Middle Quartile | 16.52 | Upper Middle Quartile | 9.13 | Top Quartile |
| ABSL Small Cap Gr | 31-05-2007 | 6,119.62 | 10.8 | Upper Middle Quartile | 18.36 | Top Quartile | 8.52 | Upper Middle Quartile |
| Bajaj Finserv Small Cap Fund Reg Gr | 27-06-2025 | 2,762.15 | 9.49 | Upper Middle Quartile | 17.35 | Top Quartile | - | - |
| PGIM India Small Cap Fund Reg Gr | 29-07-2021 | 1,739.29 | 9.41 | Upper Middle Quartile | 13.62 | Upper Middle Quartile | 7.54 | Upper Middle Quartile |
| Quant Small Cap Gr Reg Plan | 24-11-1996 | 35,391.32 | 8.9 | Upper Middle Quartile | 14.97 | Upper Middle Quartile | 7.99 | Upper Middle Quartile |
| HSBC Small Cap Fund Reg Gr | 12-05-2014 | 18,512.70 | 8.3 | Upper Middle Quartile | 13.0 | Lower Middle Quartile | 3.19 | Lower Middle Quartile |
| JM Small Cap Fund Reg Gr | 27-06-2024 | 939.01 | 8.2 | Upper Middle Quartile | 16.24 | Upper Middle Quartile | 8.57 | Upper Middle Quartile |
| Sundaram Small Cap Reg Gr | 10-02-2005 | 4,106.99 | 5.8 | Lower Middle Quartile | 14.7 | Upper Middle Quartile | 9.37 | Top Quartile |
| Baroda BNP Paribas Small Cap Fund Reg Gr | 30-10-2023 | 1,277.21 | 5.7 | Lower Middle Quartile | 8.94 | Lower Middle Quartile | 3.02 | Lower Middle Quartile |
| Bandhan Small Cap Reg Gr | 08-02-2020 | 35,759.13 | 5.55 | Lower Middle Quartile | 11.29 | Lower Middle Quartile | 4.81 | Lower Middle Quartile |
| Axis Small Cap Reg Gr | 05-11-2013 | 30,605.28 | 4.92 | Lower Middle Quartile | 9.86 | Lower Middle Quartile | 2.99 | Lower Middle Quartile |
| Nippon India Small Cap Gr Gr | 05-09-2010 | 80,905.55 | 4.13 | Lower Middle Quartile | 9.17 | Lower Middle Quartile | 4.04 | Lower Middle Quartile |
| Edelweiss Small Cap Reg Gr | 01-02-2019 | 7,000.02 | 3.67 | Lower Middle Quartile | 7.38 | Lower Middle Quartile | 3.5 | Lower Middle Quartile |
| SBI Small Cap Reg Gr | 01-09-2009 | 41,059.17 | 3.18 | Lower Middle Quartile | 6.68 | Bottom Quartile | 2.42 | Lower Middle Quartile |
| Mirae Asset Small Cap Fund Reg Gr | 10-01-2025 | 5,819.32 | 3.01 | Lower Middle Quartile | 9.6 | Lower Middle Quartile | 6.38 | Upper Middle Quartile |
| Kotak Small Cap Gr | 24-02-2005 | 19,104.45 | 2.41 | Bottom Quartile | 6.72 | Bottom Quartile | -0.49 | Bottom Quartile |
| Quantum Small Cap Fund Reg Gr | 05-11-2023 | 261.75 | 2.05 | Bottom Quartile | 8.11 | Lower Middle Quartile | 4.69 | Lower Middle Quartile |
| ICICI Pru Small Cap Fund Reg Gr | 01-10-2007 | 9,791.21 | 0.6 | Bottom Quartile | 4.91 | Bottom Quartile | 0.58 | Bottom Quartile |
| UTI Small Cap Reg Gr | 01-12-2020 | 5,229.11 | 0.42 | Bottom Quartile | 5.59 | Bottom Quartile | 1.52 | Bottom Quartile |
| Canara Robeco Small Cap Reg Gr | 05-02-2019 | 13,972.44 | -0.13 | Bottom Quartile | 4.17 | Bottom Quartile | - | - |
| FranklIn India Small Cap Fund Gr | 13-01-2006 | 14,256.56 | -1.03 | Bottom Quartile | 5.5 | Bottom Quartile | -0.18 | Bottom Quartile |
| Tata Small Cap Reg Gr | 02-11-2018 | 13,214.48 | -5.76 | Bottom Quartile | -0.11 | Bottom Quartile | -7.02 | Bottom Quartile |
| HDFC Small Cap Reg Gr | 02-04-2008 | 40,800.81 | -7.0 | Bottom Quartile | -2.57 | Bottom Quartile | -2.73 | 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 and Calculators that may help you in your investments. Mutual Fund Distributors who wish to display MF Research and calculators on their website may write to sales@advisorkhoj.com for APIs.
