Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on -
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
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option 01-01-2013 11.09 Top Quartile 11.38 Top Quartile 35.61 Top Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option 01-01-2013 11.09 Top Quartile 11.38 Top Quartile 35.61 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 10.3 Top Quartile 10.61 Top Quartile 34.71 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Bonus Option 28-03-2005 10.3 Top Quartile 10.61 Top Quartile 34.71 Upper Middle Quartile
Quant Active Fund-GROWTH OPTION-Direct Plan 01-01-2013 7.69 Top Quartile 5.42 Top Quartile 43.73 Top Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 5.95 Upper Middle Quartile 3.65 Upper Middle Quartile 41.12 Top Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option 02-01-2013 3.18 Upper Middle Quartile 5.02 Upper Middle Quartile 31.97 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 02-01-2013 2.07 Upper Middle Quartile 4.01 Upper Middle Quartile 30.85 Lower Middle Quartile
ICICI Prudential Multicap Fund - Direct Plan - Growth 01-01-2013 1.12 Upper Middle Quartile 1.85 Lower Middle Quartile 23.34 Lower Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Direct Plan -Growth 04-05-2017 0.79 Upper Middle Quartile 2.29 Lower Middle Quartile 35.48 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 0.21 Lower Middle Quartile 0.92 Lower Middle Quartile 22.23 Bottom Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 -1.02 Lower Middle Quartile 0.46 Bottom Quartile 33.07 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth 07-05-2021 -1.3 Lower Middle Quartile 3.48 Lower Middle Quartile - -
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option 01-01-2013 -2.13 Lower Middle Quartile 4.5 Upper Middle Quartile 33.78 Upper Middle Quartile
Invesco India Multicap Fund - Direct Plan - Growth Option 01-01-2013 -2.16 Lower Middle Quartile -4.03 Bottom Quartile 24.12 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 -3.02 Bottom Quartile 1.56 Lower Middle Quartile - -
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 -3.07 Bottom Quartile 3.54 Upper Middle Quartile 32.64 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 -3.51 Bottom Quartile -5.35 Bottom Quartile 22.44 Lower Middle Quartile
ITI Multi Cap Fund - Direct Plan - Growth Option 15-05-2019 -7.31 Bottom Quartile -11.95 Bottom Quartile 4.15 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 -9.28 Bottom Quartile -13.83 Bottom Quartile 1.93 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.