Mutual Fund Quartile Ranking
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Data as on - 23-02-2024
Scheme Name Launch Date AUM (Crore) Trailing 1 year Returns (%) Current Quarter Quartile Rank 1 yr. Trailing Rtn. as at last Qtr. end (%) Last Qtr. end Quartile Rank 1 yr. Trailing Rtn. at Qtr. before last (%) Qtr. before last Quartile Rank
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 2,462.21 61.15 Top Quartile - - - -
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 8,932.31 59.53 Top Quartile 39.9 Top Quartile 28.79 Top Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 839.74 54.16 Top Quartile 38.66 Top Quartile 25.09 Upper Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 2,936.10 51.78 Upper Middle Quartile 34.34 Upper Middle Quartile 23.48 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 07-12-2021 11,757.94 51.06 Upper Middle Quartile 40.32 Top Quartile 30.05 Top Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 8,142.80 50.83 Upper Middle Quartile 24.96 Bottom Quartile 17.22 Lower Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 4,874.75 49.53 Upper Middle Quartile 36.52 Upper Middle Quartile 21.38 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 25,722.95 47.8 Upper Middle Quartile 38.25 Upper Middle Quartile 29.07 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 10,774.80 47.45 Lower Middle Quartile 35.49 Upper Middle Quartile 24.06 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 3,131.92 42.13 Lower Middle Quartile 31.9 Lower Middle Quartile 20.48 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2,195.17 41.62 Lower Middle Quartile 30.91 Lower Middle Quartile 19.47 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 797.42 41.61 Lower Middle Quartile 32.04 Lower Middle Quartile - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2,398.99 40.3 Bottom Quartile 31.18 Lower Middle Quartile 17.19 Lower Middle Quartile
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 875.94 39.57 Bottom Quartile 30.84 Lower Middle Quartile - -
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 1,889.65 39.05 Bottom Quartile 29.7 Bottom Quartile 21.49 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 5,019.15 38.21 Bottom Quartile 28.34 Bottom Quartile 20.59 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 10-03-2022 14,671.42 33.28 Bottom Quartile 22.55 Bottom Quartile 14.08 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 2,916.01 31.04 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.

Disclaimer :We have gathered all the data, information, statistics from the sources believed to be highly reliable and true. All necessary precautions have been taken to avoid any error, lapse or insufficiency; however, no representations or warranties are made (express or implied) as to the reliability, accuracy or completeness of such information. We cannot be held liable for any loss arising directly or indirectly from the use of, or any action taken in on, any information appearing herein. The user is advised to verify the contents of the report independently.

Returns less than 1 year are in absolute (%) and greater than 1 year are compounded annualised (CAGR %). SIP returns are shown in XIRR (%).

The Risk Level of any of the schemes must always be commensurate with the risk profile, investment objective or financial goals of the investor concerned. Mutual Fund Distributors (MFDs) or Registered Investment Advisors (RIAs) should assess the risk profile and investment needs of individual investors into consideration and make scheme(s) or asset allocation recommendations accordingly.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance may or may not be sustained in the future. Investors should always invest according to their risk profile and consult with their mutual fund distributors or financial advisor before investing.