Mutual Fund Quartile Ranking

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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 39,385.20 Upper Mid Bottom Bottom Upper Mid Upper Mid Bottom Bottom Upper Mid Top Upper Mid
Quant Active Fund Gr 21-03-2001 10,223.04 Upper Mid Top Bottom Lower Mid Upper Mid Lower Mid Top Top Top Top
Kotak Multicap Fund Reg Gr 29-09-2021 16,065.25 Top Lower Mid
HDFC Multi Cap Fund Gr 10-12-2021 16,884.18 Upper Mid Upper Mid
Bandhan Multi Cap Fund Reg Gr 02-12-2021 2,458.02 Upper Mid Upper Mid
ICICI Pru Multi Cap Gr 01-10-1994 14,019.22 Lower Mid Upper Mid Top Bottom Top Upper Mid Lower Mid Bottom Upper Mid Top
ITI Multi Cap Reg Gr 15-05-2019 1,391.80 Bottom Bottom Lower Mid Lower Mid
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 5,010.74 Lower Mid Top Upper Mid Top Lower Mid Upper Mid
ABSL Multi-Cap Fund Reg Gr 07-05-2021 6,286.72 Lower Mid Bottom
Sundaram Multi Cap Fund Gr 05-01-2013 2,772.13 Bottom Lower Mid Upper Mid Top Lower Mid Bottom Lower Mid Lower Mid Bottom Lower Mid
Axis Multicap Fund Reg Gr 05-12-2021 7,040.99 Bottom Top
Invesco India Multi Cap Gr 17-03-2008 3,983.10 Top Upper Mid Lower Mid Upper Mid Bottom Lower Mid Upper Mid Lower Mid Bottom Bottom
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 2,849.74 Bottom Bottom Upper Mid Bottom Bottom Upper Mid Top Upper Mid Bottom Bottom
HSBC Multi Cap Fund Reg Gr 30-01-2023 4,495.14 Bottom
Bank of India Multi Cap Fund Reg Gr 03-03-2023 767.19 Top
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 2,628.28 Lower Mid
LIC MF Multi Cap Fund Reg Gr 31-10-2022 1,403.94 Upper Mid
SBI Multicap Fund Reg Gr 05-03-2022 19,158.09 Top
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 1,493.49 Lower Mid
Union Multicap Fund Reg Gr 19-12-2022 1,105.65 Bottom
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 3,944.21 Upper Mid
Mirae Asset Multicap Fund Reg Gr 05-08-2023 3,458.82 Top
Tata Multicap Fund Reg Gr 02-02-2023 3,156.80 Top

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.