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
Quant Active Fund-GROWTH OPTION-Direct Plan 01-01-2013 82.64 Top Quartile 100.98 Top Quartile 130.36 Top Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 79.06 Top Quartile 97.06 Top Quartile 126.92 Top Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Direct Plan -Growth 04-05-2017 77.54 Top Quartile 74.07 Top Quartile 85.25 Top Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 74.46 Top Quartile 71.06 Upper Middle Quartile 82.06 Top Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option 01-01-2013 73.16 Top Quartile 73.05 Top Quartile 80.63 Upper Middle Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option 01-01-2013 73.16 Top Quartile 73.05 Top Quartile 80.63 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 72.07 Upper Middle Quartile 71.92 Upper Middle Quartile 79.44 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Bonus Option 28-03-2005 72.07 Upper Middle Quartile 71.92 Upper Middle Quartile 79.44 Upper Middle Quartile
Baroda Multi Cap Fund - Plan B (Direct) - Growth Option 01-01-2013 70.81 Upper Middle Quartile 66.86 Upper Middle Quartile 78.23 Lower Middle Quartile
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 69.4 Upper Middle Quartile 65.52 Lower Middle Quartile 76.86 Lower Middle Quartile
ICICI Prudential Multicap Fund - Direct Plan - Growth 01-01-2013 66.38 Upper Middle Quartile 64.72 Lower Middle Quartile 81.74 Top Quartile
Invesco India Multicap Fund - Direct Plan - Growth Option 01-01-2013 66.33 Lower Middle Quartile 70.56 Upper Middle Quartile 80.36 Upper Middle Quartile
Principal Multi Cap Growth Fund-Direct Plan - Growth Option 02-01-2013 66.26 Lower Middle Quartile 64.88 Lower Middle Quartile 77.24 Lower Middle Quartile
BNP Paribas MULTI CAP Fund - Direct Plan - Growth Option 01-01-2013 65.97 Lower Middle Quartile 59.33 Bottom Quartile 70.44 Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 65.01 Lower Middle Quartile 63.62 Lower Middle Quartile 75.85 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 64.87 Lower Middle Quartile 63.18 Bottom Quartile 79.98 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 64.11 Bottom Quartile 68.33 Upper Middle Quartile 78.0 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 63.6 Bottom Quartile 57.08 Bottom Quartile 68.07 Bottom Quartile
Sundaram Equity Fund Direct Plan - Growth 06-09-2019 60.81 Bottom Quartile 63.87 Lower Middle Quartile 80.07 Upper Middle Quartile
Sundaram Equity Fund Regular Plan - Growth 01-09-2019 58.09 Bottom Quartile 61.01 Bottom Quartile 76.76 Bottom Quartile
ITI Multi Cap Fund - Direct Plan - Growth Option 15-05-2019 53.33 Bottom Quartile 57.45 Bottom Quartile 74.27 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 50.08 Bottom Quartile 54.11 Bottom Quartile 70.52 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.