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 3,962.18 Upper Mid Bottom Bottom Upper Mid Upper Mid Bottom Bottom Upper Mid Top Top
Quant Active Fund Gr 21-03-2001 1,131.94 Upper Mid Top Bottom Lower Mid Upper Mid Lower Mid Top Top Top Top
Kotak Multicap Fund Reg Gr 29-09-2021 1,542.07 Top Top
HDFC Multi Cap Fund Gr 10-12-2021 1,794.12 Upper Mid Lower Mid
Bandhan Multi Cap Fund Reg Gr 02-12-2021 254.14 Upper Mid Upper Mid
ICICI Pru Multi Cap Gr 01-10-1994 1,469.08 Lower Mid Upper Mid Top Bottom Top Upper Mid Lower Mid Bottom Upper Mid Upper Mid
ITI Multi Cap Reg Gr 15-05-2019 142.51 Bottom Bottom Lower Mid Upper Mid
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 486.88 Lower Mid Top Upper Mid Top Lower Mid Upper Mid
ABSL Multi-Cap Fund Reg Gr 07-05-2021 656.72 Lower Mid Bottom
Sundaram Multi Cap Fund Gr 05-01-2013 291.48 Bottom Lower Mid Upper Mid Top Lower Mid Bottom Lower Mid Lower Mid Bottom Bottom
Axis Multicap Fund Reg Gr 05-12-2021 682.39 Bottom Lower Mid
Invesco India Multi Cap Gr 17-03-2008 396.17 Top Upper Mid Lower Mid Upper Mid Bottom Lower Mid Upper Mid Lower Mid Bottom Lower Mid
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 281.07 Bottom Bottom Upper Mid Bottom Bottom Upper Mid Top Upper Mid Bottom Top
HSBC Multi Cap Fund Reg Gr 30-01-2023 423.94 Top
Bank of India Multi Cap Fund Reg Gr 03-03-2023 72.28 Upper Mid
Edelweiss Multi Cap Fund Reg Gr 26-10-2023 251.20 Upper Mid
LIC MF Multi Cap Fund Reg Gr 31-10-2022 140.39 Lower Mid
SBI Multicap Fund Reg Gr 05-03-2022 1,929.54 Lower Mid
WhiteOak Capital Multi Cap Fund Reg Gr 22-09-2023 130.10 Lower Mid
Union Multicap Fund Reg Gr 19-12-2022 111.15 Bottom
Canara Robeco Multi Cap Fund Reg Gr 08-07-2023 371.14 Bottom
Mirae Asset Multicap Fund Reg Gr 05-08-2023 347.31 Bottom
Tata Multicap Fund Reg Gr 02-02-2023 336.50 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.

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.