Mutual Fund Quartile Ranking

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
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 6,581.64 36.71 Top Quartile 55.79 Top Quartile 51.13 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1,349.65 36.27 Top Quartile 50.79 Top Quartile 48.55 Upper Middle Quartile
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 14,799.29 36.25 Top Quartile 52.25 Top Quartile 56.5 Top Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 2,472.85 35.71 Top Quartile - - - -
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2,739.27 33.76 Upper Middle Quartile 49.43 Top Quartile 47.03 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 4,164.61 33.5 Upper Middle Quartile 51.74 Top Quartile 59.72 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 38,677.71 33.31 Upper Middle Quartile 45.45 Lower Middle Quartile 50.57 Upper Middle Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 1,308.08 33.11 Upper Middle Quartile 46.77 Upper Middle Quartile - -
ICICI Prudential Multicap Fund - Growth 01-10-1994 14,152.04 32.13 Upper Middle Quartile 47.84 Upper Middle Quartile 45.09 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 3,810.28 31.99 Upper Middle Quartile 47.51 Upper Middle Quartile 44.5 Lower Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 18,603.42 29.66 Lower Middle Quartile 41.07 Bottom Quartile 35.8 Bottom Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 719.25 29.24 Lower Middle Quartile 46.1 Lower Middle Quartile 52.91 Top Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 6,234.02 29.2 Lower Middle Quartile 41.49 Bottom Quartile 39.78 Bottom Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1,360.14 28.0 Lower Middle Quartile 47.27 Upper Middle Quartile 53.61 Top Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 2,426.89 27.95 Lower Middle Quartile 41.83 Lower Middle Quartile 41.11 Lower Middle Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 3,701.18 27.93 Bottom Quartile 44.46 Lower Middle Quartile - -
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 4,734.88 27.56 Bottom Quartile 45.56 Lower Middle Quartile 49.4 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 05-12-2021 16,733.48 27.39 Bottom Quartile 45.62 Lower Middle Quartile 48.5 Upper Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2,758.72 26.87 Bottom Quartile 41.88 Lower Middle Quartile 42.32 Lower Middle Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 03-08-2023 3,361.07 25.33 Bottom Quartile 38.91 Bottom Quartile - -
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 1,075.38 23.27 Bottom Quartile 39.44 Bottom Quartile 40.33 Lower Middle Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 10,532.38 22.01 Bottom Quartile 39.91 Bottom Quartile 52.07 Top Quartile
Tata Multicap Fund - Regular Plan - Growth 01-02-2023 3,218.67 18.41 Bottom Quartile 31.45 Bottom Quartile 33.09 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.