Mutual Fund Quartile Ranking

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.

Data as on - 02-08-2021
Scheme Name Launch Date AUM (Crore) 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 - Regular Plan | Invest Now 21-03-2001 736.14 90.38 Top Quartile 97.06 Top Quartile 126.92 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option | Invest Now 25-03-2005 9,809.06 74.18 Upper Middle Quartile 71.92 Upper Middle Quartile 79.44 Upper Middle Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 596.74 72.02 Upper Middle Quartile 71.06 Upper Middle Quartile 82.06 Top Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 1,409.33 71.35 Upper Middle Quartile 68.33 Upper Middle Quartile 78.0 Lower Middle Quartile
Baroda Multi Cap Fund - Plan A - Growth Option | Invest Now 12-09-2003 1,043.72 65.55 Lower Middle Quartile 65.52 Lower Middle Quartile 76.86 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 6,159.38 64.36 Lower Middle Quartile 63.18 Bottom Quartile 79.98 Upper Middle Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 775.26 62.82 Lower Middle Quartile 63.62 Lower Middle Quartile 75.85 Bottom Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 559.51 59.46 Bottom Quartile 57.08 Bottom Quartile 68.07 Bottom Quartile
Sundaram Equity Fund Regular Plan - Growth | Invest Now 01-09-2019 748.65 57.18 Bottom Quartile 61.01 Bottom Quartile 76.76 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option | Invest Now 05-05-2019 259.34 49.09 Bottom Quartile 54.11 Bottom Quartile 70.52 Bottom Quartile

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