Quartile Ranking of Funds

Category: Equity: Multi Cap Data as on - 28-01-2025
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
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 18.26 Top Quartile 31.97 Top Quartile 50.79 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 18.07 Top Quartile 31.95 Top Quartile 55.79 Top Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 17.54 Top Quartile 25.75 Upper Middle Quartile 41.07 Bottom Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 16.78 Top Quartile 31.44 Top Quartile 49.43 Top Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 15.51 Top Quartile 28.35 Upper Middle Quartile 46.77 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 14.36 Upper Middle Quartile 29.54 Top Quartile 47.51 Upper Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 13.74 Upper Middle Quartile 27.6 Upper Middle Quartile - -
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 13.31 Upper Middle Quartile 25.59 Upper Middle Quartile 45.45 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 13.26 Upper Middle Quartile 20.5 Bottom Quartile 47.84 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 12.64 Upper Middle Quartile 28.3 Upper Middle Quartile 51.74 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 12.53 Lower Middle Quartile 26.86 Upper Middle Quartile 52.25 Top Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 11.45 Lower Middle Quartile 22.26 Lower Middle Quartile 41.49 Bottom Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 10.73 Lower Middle Quartile 21.32 Lower Middle Quartile 44.46 Lower Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 9.59 Lower Middle Quartile 22.13 Lower Middle Quartile 46.1 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 9.56 Lower Middle Quartile 22.15 Lower Middle Quartile 39.44 Bottom Quartile
HDFC Multi Cap Fund - Growth Option 05-12-2021 9.51 Lower Middle Quartile 20.68 Bottom Quartile 45.62 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 9.3 Bottom Quartile 19.3 Bottom Quartile 41.88 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 9.05 Bottom Quartile 19.3 Bottom Quartile 41.83 Lower Middle Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 6.74 Bottom Quartile 16.97 Bottom Quartile 38.91 Bottom Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 6.67 Bottom Quartile 23.23 Lower Middle Quartile 45.56 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 5.86 Bottom Quartile 20.01 Bottom Quartile 47.27 Upper Middle Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 1.48 Bottom Quartile 12.33 Bottom Quartile 31.45 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 -0.32 Bottom Quartile 11.74 Bottom Quartile 39.91 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 above.