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Top 10 mutual funds in India

Scheme Name 2014 Return (%) / Rank 2015 Return (%) / Rank 2016 Return (%) / Rank 2017 Return (%) / Rank 2018 YTD Return (%) / Rank
Invesco India Contra Fund - Growth 62.96
Top Quartile
4.02
Upper Middle Quartile
6.72
Upper Middle Quartile
45.63
Top Quartile
-2.21
Top Quartile
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 60.15
Top Quartile
5.24
Upper Middle Quartile
8.48
Top Quartile
41.85
Top Quartile
-9.18
Bottom Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 55.98
Top Quartile
9.81
Top Quartile
5.82
Upper Middle Quartile
36.98
Upper Middle Quartile
-3.89
Upper Middle Quartile
MOF35-Regular Plan-Growth Option -
14.6
Top Quartile
8.45
Top Quartile
43.05
Top Quartile
-3.63
Upper Middle Quartile
Mirae Asset India Equity Fund - Growth Plan 52.86
Upper Middle Quartile
4.25
Upper Middle Quartile
8.09
Top Quartile
38.58
Upper Middle Quartile
-3.05
Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 56.61
Top Quartile
2.93
Upper Middle Quartile
15.21
Top Quartile
33.51
Lower Middle Quartile
-4.45
Lower Middle Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 47.36
Lower Middle Quartile
7.83
Top Quartile
3.13
Lower Middle Quartile
49.11
Top Quartile
-2.89
Upper Middle Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 43.62
Lower Middle Quartile
6.19
Top Quartile
7.61
Upper Middle Quartile
45.67
Top Quartile
-6.83
Bottom Quartile
DSP BlackRock Equity Opportunities Fund-Regular Plan - Growth 45.4
Lower Middle Quartile
6.09
Top Quartile
11.16
Top Quartile
40.11
Upper Middle Quartile
-8.29
Bottom Quartile
HDFC Capital Builder Value Fund - Growth Option 51.95
Upper Middle Quartile
4.61
Upper Middle Quartile
3.83
Lower Middle Quartile
42.31
Top Quartile
-3.89
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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