Mutual Fund Quartile Ranking

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
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 16.12 Top Quartile 15.48 Top Quartile 25.75 Upper Middle Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 13.92 Top Quartile 12.58 Top Quartile 28.35 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 13.6 Top Quartile 13.55 Top Quartile 31.95 Top Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 13.48 Top Quartile 14.91 Top Quartile 31.97 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 11.07 Top Quartile 10.38 Upper Middle Quartile 29.54 Top Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 10.85 Upper Middle Quartile 9.51 Upper Middle Quartile 27.6 Upper Middle Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 10.84 Upper Middle Quartile 10.32 Upper Middle Quartile 21.32 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 9.99 Upper Middle Quartile 9.03 Upper Middle Quartile 20.5 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 9.16 Upper Middle Quartile 9.64 Upper Middle Quartile 19.3 Bottom Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 8.75 Lower Middle Quartile 10.07 Upper Middle Quartile 25.59 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 8.4 Lower Middle Quartile 8.4 Lower Middle Quartile 31.44 Top Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 8.31 Lower Middle Quartile 7.29 Lower Middle Quartile 16.97 Bottom Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 8.02 Lower Middle Quartile 4.79 Bottom Quartile 26.86 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 7.96 Lower Middle Quartile 6.69 Bottom Quartile 23.23 Lower Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 7.8 Lower Middle Quartile 8.91 Lower Middle Quartile - -
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 7.75 Bottom Quartile 7.59 Lower Middle Quartile 22.26 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 7.61 Bottom Quartile 6.88 Bottom Quartile 19.3 Bottom Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 7.27 Bottom Quartile 6.25 Bottom Quartile 28.3 Upper Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 6.95 Bottom Quartile 7.7 Lower Middle Quartile 22.15 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 6.8 Bottom Quartile 6.88 Bottom Quartile 20.68 Lower Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 6.02 Bottom Quartile 7.29 Lower Middle Quartile 22.13 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 2.2 Bottom Quartile -0.28 Bottom Quartile 20.01 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 1.66 Bottom Quartile 0.48 Bottom Quartile 12.33 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 -7.89 Bottom Quartile -5.46 Bottom Quartile 11.74 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.

Copyright © Envista Finserv Private Limited. All Rights Reserved