Quartile Ranking of Funds

Category: Equity: Multi Cap Data as on - 26-07-2024
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
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 56.56 Top Quartile 59.72 Top Quartile 59.19 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 54.14 Top Quartile 56.5 Top Quartile 62.83 Top Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 49.62 Top Quartile 52.91 Top Quartile 52.27 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 49.39 Upper Middle Quartile 53.61 Top Quartile 56.18 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 48.76 Upper Middle Quartile 51.13 Upper Middle Quartile 53.48 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 48.63 Upper Middle Quartile 48.55 Lower Middle Quartile 40.82 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 48.09 Upper Middle Quartile 52.07 Upper Middle Quartile 52.33 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 07-12-2021 46.44 Upper Middle Quartile 48.5 Lower Middle Quartile 51.31 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 46.37 Lower Middle Quartile 50.57 Upper Middle Quartile 52.19 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 45.97 Lower Middle Quartile 45.09 Lower Middle Quartile 49.98 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 44.85 Lower Middle Quartile 49.4 Upper Middle Quartile 51.17 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 43.51 Lower Middle Quartile 47.03 Lower Middle Quartile 47.74 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 41.61 Lower Middle Quartile 44.5 Lower Middle Quartile 44.67 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 40.55 Bottom Quartile 41.11 Bottom Quartile 41.77 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 39.88 Bottom Quartile 42.32 Bottom Quartile 41.72 Bottom Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 36.92 Bottom Quartile 39.78 Bottom Quartile 41.24 Bottom Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 35.68 Bottom Quartile 35.8 Bottom Quartile 37.06 Bottom Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 35.63 Bottom Quartile 40.33 Bottom Quartile 44.81 Lower Middle Quartile
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 28.85 Bottom Quartile 33.09 Bottom Quartile 32.31 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.