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 - 21-11-2019
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
Axis Multicap Fund - Regular Plan - Growth 05-11-2017 19.26 Top Quartile 17.08 Top Quartile 9.82 Top Quartile
DSP Equity Fund - Regular Plan - Growth 29-04-1997 18.77 Top Quartile 16.66 Top Quartile 9.48 Top Quartile
JM Multicap Fund - Growth option 23-09-2008 18.74 Top Quartile 15.66 Top Quartile 3.94 Lower Middle Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 01-05-2013 16.05 Top Quartile 4.1 Lower Middle Quartile 5.77 Upper Middle Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 14.94 Top Quartile 8.03 Upper Middle Quartile 5.98 Upper Middle Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 14.5 Top Quartile 8.4 Top Quartile 10.04 Top Quartile
Kotak Standard Multicap Fund - Growth 11-09-2009 14.28 Top Quartile 8.7 Top Quartile 10.81 Top Quartile
Essel Multi Cap Fund - Regular Plan - Growth 02-07-2018 14.16 Top Quartile 9.99 Top Quartile - -
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 13.68 Upper Middle Quartile 8.21 Upper Middle Quartile 10.48 Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 10-09-2005 13.61 Upper Middle Quartile 10.08 Top Quartile 9.04 Upper Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 13.32 Upper Middle Quartile 8.08 Upper Middle Quartile 5.83 Upper Middle Quartile
Union Multi Cap Fund - Growth Option 10-06-2011 13.31 Upper Middle Quartile 4.76 Lower Middle Quartile 6.32 Upper Middle Quartile
L&T Focused Equity Fund - Regular Plan - Growth Option 29-10-2018 12.98 Upper Middle Quartile - - - -
Tata Multicap Fund -Regular Plan-Growth 31-08-2018 12.88 Upper Middle Quartile 9.92 Top Quartile - -
UTI - Equity Fund-Growth Option 05-08-2005 12.6 Upper Middle Quartile 5.33 Upper Middle Quartile 2.55 Lower Middle Quartile
Motilal Oswal Multicap 35 Fund (MOF35)-Regular Plan-Growth Option 28-04-2014 10.67 Upper Middle Quartile 7.2 Upper Middle Quartile 2.6 Lower Middle Quartile
PGIM India Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 10.44 Lower Middle Quartile 6.53 Upper Middle Quartile 5.32 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 9.97 Lower Middle Quartile 4.96 Lower Middle Quartile 4.4 Lower Middle Quartile
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 9.71 Lower Middle Quartile 4.89 Lower Middle Quartile 6.15 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 8.8 Lower Middle Quartile 5.3 Upper Middle Quartile 4.43 Upper Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 8.59 Lower Middle Quartile 4.76 Lower Middle Quartile 18.4 Top Quartile
Shriram Multicap Fund - Regular Growth 05-09-2018 7.58 Lower Middle Quartile - - - -
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 7.22 Lower Middle Quartile 4.79 Lower Middle Quartile 0.56 Bottom Quartile
IDBI Diversified Equity Fund Growth Regular 28-03-2014 7.0 Lower Middle Quartile 5.84 Upper Middle Quartile -1.52 Bottom Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 5.62 Bottom Quartile 1.97 Lower Middle Quartile 1.55 Lower Middle Quartile
Taurus Starshare (Multi Cap)Fund - Regular Plan - Growth Option 29-01-1994 5.54 Bottom Quartile -0.24 Bottom Quartile 3.81 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 5.27 Bottom Quartile -0.13 Bottom Quartile 9.91 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 4.98 Bottom Quartile 1.02 Bottom Quartile -2.12 Bottom Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 4.34 Bottom Quartile 0.67 Bottom Quartile 0.31 Bottom Quartile
Franklin India Equity Fund - Growth 29-09-1994 4.16 Bottom Quartile -0.6 Bottom Quartile 2.43 Lower Middle Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 3.89 Bottom Quartile -0.93 Bottom Quartile 2.77 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 01-03-2005 3.84 Bottom Quartile 4.76 Lower Middle Quartile 15.26 Top Quartile