Mutual Fund Quartile Ranking

Submit
Scheme Name Launch Date AUM (Crore) 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 YTD
Nippon India Multi Cap Gr Gr 25-03-2005 3,867.77 Upper Mid Bottom Bottom Upper Mid Upper Mid Bottom Bottom Upper Mid Top Top
Quant Active Fund Gr 21-03-2001 1,053.24 Upper Mid Top Bottom Lower Mid Upper Mid Lower Mid Top Top Top Bottom
Kotak Multicap Fund Reg Gr 29-09-2021 1,479.93 Top Upper Mid
HDFC Multi Cap Fund Gr 10-12-2021 1,673.35 Upper Mid Bottom
Bandhan Multi Cap Fund Reg Gr 02-12-2021 242.69 Upper Mid Lower Mid
ICICI Pru Multi Cap Gr 01-10-1994 1,415.20 Lower Mid Upper Mid Top Bottom Top Upper Mid Lower Mid Bottom Upper Mid Upper Mid
ITI Multi Cap Reg Gr 15-05-2019 136.01 Bottom Bottom Lower Mid Bottom
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 473.49 Lower Mid Top Upper Mid Top Lower Mid Lower Mid
ABSL Multi-Cap Fund Reg Gr 07-05-2021 623.40 Lower Mid Lower Mid
Sundaram Multi Cap Fund Gr 05-01-2013 275.87 Bottom Lower Mid Upper Mid Top Lower Mid Bottom Lower Mid Lower Mid Bottom Bottom
Axis Multicap Fund Reg Gr 05-12-2021 658.16 Bottom Top
Invesco India Multi Cap Gr 17-03-2008 381.03 Top Upper Mid Lower Mid Upper Mid Bottom Lower Mid Upper Mid Lower Mid Bottom Upper Mid
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 273.93 Bottom Bottom Upper Mid Bottom Bottom Upper Mid Top Upper Mid Bottom Top
HSBC Multi Cap Fund Reg Gr 30-01-2023 416.46 Upper Mid
Bank of India Multi Cap Fund Reg Gr 03-03-2023 71.92 Lower Mid
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 247.28 Top
LIC MF Multi Cap Fund Reg Gr 31-10-2022 140.39 Top
SBI Multicap Fund Reg Gr 05-03-2022 1,860.34 Upper Mid
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 130.81 Upper Mid
Union Multicap Fund Reg Gr 19-12-2022 107.54 Lower Mid
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 370.12 Lower Mid
Mirae Asset Multicap Fund Reg Gr 05-08-2023 336.11 Bottom
Tata Multicap Fund Reg Gr 02-02-2023 321.87 Bottom

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.