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 21.35 Top Quartile 35.27 Top Quartile 49.87 Top Quartile
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Bonus Option 01-01-2013 21.35 Top Quartile 35.27 Top Quartile 49.87 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 20.5 Top Quartile 34.37 Upper Middle Quartile 48.91 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Bonus Option 28-03-2005 20.5 Top Quartile 34.37 Upper Middle Quartile 48.91 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Direct Plan -Growth 04-05-2017 18.07 Top Quartile 36.06 Top Quartile 53.51 Top Quartile
Quant Active Fund-GROWTH OPTION-Direct Plan 01-01-2013 17.19 Upper Middle Quartile 44.41 Top Quartile 58.68 Top Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Direct Plan - Growth Option 02-01-2013 16.4 Upper Middle Quartile 32.62 Lower Middle Quartile 47.35 Lower Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 15.95 Upper Middle Quartile 33.64 Upper Middle Quartile 50.81 Top Quartile
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option 01-01-2013 15.6 Upper Middle Quartile 35.19 Upper Middle Quartile 49.14 Upper Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 02-01-2013 15.34 Upper Middle Quartile 31.49 Lower Middle Quartile 46.28 Lower Middle Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 15.18 Lower Middle Quartile 41.79 Top Quartile 55.64 Top Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 14.57 Lower Middle Quartile 34.03 Upper Middle Quartile 47.86 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth 07-05-2021 13.39 Lower Middle Quartile - - - -
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 11.23 Lower Middle Quartile - - - -
ICICI Prudential Multicap Fund - Direct Plan - Growth 01-01-2013 9.42 Lower Middle Quartile 24.28 Lower Middle Quartile 37.62 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 8.42 Bottom Quartile 23.15 Lower Middle Quartile 36.38 Bottom Quartile
Invesco India Multicap Fund - Direct Plan - Growth Option 01-01-2013 6.7 Bottom Quartile 24.32 Lower Middle Quartile 42.54 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 5.24 Bottom Quartile 22.62 Bottom Quartile 40.66 Lower Middle Quartile
ITI Multi Cap Fund - Direct Plan - Growth Option 15-05-2019 -6.13 Bottom Quartile 3.88 Bottom Quartile 21.85 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 -8.12 Bottom Quartile 1.67 Bottom Quartile 19.27 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.