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 - 07-05-2021
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 259.96 115.95 Top Quartile 118.08 Top Quartile 43.41 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option | Invest Now 25-03-2005 9,043.00 73.59 Top Quartile 74.05 Upper Middle Quartile 0.04 Bottom Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth | Invest Now 05-05-2017 450.89 71.27 Upper Middle Quartile 75.94 Top Quartile 16.58 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option | Invest Now 12-09-2003 971.52 66.25 Upper Middle Quartile 68.87 Bottom Quartile 19.46 Top Quartile
ICICI Prudential Multicap Fund - Growth | Invest Now 01-10-1994 5,890.42 64.51 Upper Middle Quartile 73.57 Upper Middle Quartile 9.18 Bottom Quartile
Sundaram Equity Fund Regular Plan - Growth | Invest Now 01-09-2019 666.70 63.09 Lower Middle Quartile 71.18 Lower Middle Quartile 11.58 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option | Invest Now 25-10-2000 713.65 62.34 Lower Middle Quartile 69.65 Lower Middle Quartile 14.96 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option | Invest Now 17-03-2008 1,171.10 60.71 Bottom Quartile 72.05 Upper Middle Quartile 18.76 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option | Invest Now 15-09-2005 520.40 58.69 Bottom Quartile 62.01 Bottom Quartile 10.27 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option | Invest Now 05-05-2019 205.91 54.82 Bottom Quartile 64.03 Bottom Quartile 2.05 Bottom Quartile

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