Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on - 14-06-2021
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 21-03-2001 370.10 109.55 Top Quartile 118.08 Top Quartile 43.41 Top Quartile
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 472.11 76.12 Top Quartile 75.94 Top Quartile 16.58 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 8,970.58 74.67 Upper Middle Quartile 74.05 Upper Middle Quartile 0.04 Bottom Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 1,200.85 69.8 Upper Middle Quartile 72.05 Lower Middle Quartile 18.76 Upper Middle Quartile
BARODA MULTI CAP FUND - Plan A - Growth Option 12-09-2003 980.13 69.18 Lower Middle Quartile 68.87 Bottom Quartile 19.46 Top Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 715.53 67.49 Lower Middle Quartile 69.65 Bottom Quartile 14.96 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 5,736.80 66.15 Bottom Quartile 73.57 Lower Middle Quartile 9.18 Lower Middle Quartile
Sundaram Equity Fund Regular Plan - Growth 01-09-2019 670.93 64.54 Bottom Quartile 71.18 Lower Middle Quartile 11.58 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 517.68 59.34 Bottom Quartile 62.01 Bottom Quartile 10.27 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 217.87 56.28 Bottom Quartile 64.03 Bottom Quartile 2.05 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.

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