Mutual Fund Quartile Ranking
Data as on - 14-06-2024
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
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 11,371.74 60.98 Top Quartile 61.23 Top Quartile 39.9 Top Quartile
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 3,109.33 60.79 Top Quartile 56.71 Top Quartile - -
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1,176.94 55.07 Top Quartile 54.78 Top Quartile 38.66 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 31,963.02 53.77 Upper Middle Quartile 49.99 Upper Middle Quartile 38.25 Top Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 10,204.01 53.72 Upper Middle Quartile 49.47 Upper Middle Quartile 24.96 Bottom Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 527.53 52.05 Upper Middle Quartile 50.93 Upper Middle Quartile - -
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 5,473.59 51.76 Upper Middle Quartile 51.2 Top Quartile 36.52 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 07-12-2021 13,815.44 50.25 Upper Middle Quartile 48.97 Upper Middle Quartile 40.32 Top Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 3,670.19 49.98 Lower Middle Quartile 48.66 Lower Middle Quartile 34.34 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1,051.51 48.79 Lower Middle Quartile 38.95 Bottom Quartile 30.84 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2,458.87 47.83 Lower Middle Quartile 45.75 Lower Middle Quartile 30.91 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 12,047.86 46.46 Lower Middle Quartile 48.04 Lower Middle Quartile 35.49 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 3,359.12 45.42 Lower Middle Quartile 42.48 Lower Middle Quartile 31.9 Lower Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2,566.75 42.85 Bottom Quartile 39.51 Bottom Quartile 31.18 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 2,105.34 42.07 Bottom Quartile 39.92 Bottom Quartile 29.7 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 917.38 40.77 Bottom Quartile 42.51 Lower Middle Quartile 32.04 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 5,583.90 39.6 Bottom Quartile 38.87 Bottom Quartile 28.34 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 15,785.91 37.03 Bottom Quartile 35.49 Bottom Quartile 22.55 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 2,913.19 32.5 Bottom Quartile 30.48 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.