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Top 10 mutual funds in India

Scheme Name 2013 Return (%) / Rank 2014 Return (%) / Rank 2015 Return (%) / Rank 2016 Return (%) / Rank 2017 YTD Return (%) / Rank
Aditya Birla Sun Life Advantage Fund - Regular Growth 7.22
Upper Middle Quartile
60.15
Top Quartile
5.24
Top Quartile
8.48
Top Quartile
37.57
Top Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 6.46
Upper Middle Quartile
45.4
Lower Middle Quartile
6.09
Top Quartile
11.16
Top Quartile
34.9
Top Quartile
Mirae Asset India Opportunities Fund - Growth Plan 8.95
Top Quartile
52.86
Upper Middle Quartile
4.25
Upper Middle Quartile
8.09
Top Quartile
34.79
Top Quartile
Invesco India Contra Fund - Growth 4.67
Lower Middle Quartile
62.96
Top Quartile
4.02
Upper Middle Quartile
6.72
Upper Middle Quartile
36.81
Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option | Invest Online 5.2
Lower Middle Quartile
55.98
Top Quartile
9.81
Top Quartile
5.82
Upper Middle Quartile
32.2
Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 7.11
Upper Middle Quartile
56.61
Top Quartile
2.93
Upper Middle Quartile
15.21
Top Quartile
29.73
Lower Middle Quartile
Principal Growth Fund-Growth Option 8.31
Upper Middle Quartile
49.36
Upper Middle Quartile
2.76
Upper Middle Quartile
6.41
Upper Middle Quartile
43.75
Top Quartile
BNP PARIBAS Dividend Yield Fund-Growth Option 5.56
Lower Middle Quartile
49.69
Upper Middle Quartile
6.66
Top Quartile
1.89
Lower Middle Quartile
39.46
Top Quartile
HDFC Capital Builder Fund - Growth Option 10.37
Top Quartile
51.95
Upper Middle Quartile
4.61
Upper Middle Quartile
3.83
Lower Middle Quartile
36.54
Top Quartile
Franklin India High Growth Companies Fund - Growth Plan 9.22
Top Quartile
79.58
Top Quartile
1.49
Lower Middle Quartile
4.95
Upper Middle Quartile
34.2
Upper 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 each year over the last 5 years. The Quartile rankings for each year are compiled by sorting the funds based on descending order of returns in that year. 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, for long term investors the consistency of performance is equally, if not more, important.

To identify most consistent performers in a particular category, we have looked at annual quartile ranking of funds over the last 5 years and assigned consistency scores to funds based on the quartile ranks. Funds which have been consistently in the top 2 quartiles have got the highest consistency scores. Funds which were in the lower quartiles in any year in the last 5 years, got lower consistency scores. If two funds got the same consistency score, we looked at current year performance to rank them in descending order.

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