Mutual Fund Quartile Ranking


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Scheme Name Launch Date 1 year Returns (%) Current Quarter Quartile Rank Returns for last quarter (%) Last Quarter Quartile Rank returns for quarter before last (%) Quarter before last Quartile Rank
HSBC Multi Cap Fund Reg Gr 30-01-2023 60.93 Top Quartile 56.71 Top Quartile - -
Kotak Multicap Fund Reg Gr 29-09-2021 59.4 Top Quartile 61.23 Top Quartile 39.9 Top Quartile
ITI Multi Cap Reg Gr 15-05-2019 55.39 Top Quartile 54.78 Top Quartile 38.66 Top Quartile
Nippon India Multi Cap Gr Gr 25-03-2005 54.96 Upper Middle Quartile 49.99 Upper Middle Quartile 38.25 Top Quartile
Quant Active Fund Gr 21-03-2001 54.1 Upper Middle Quartile 49.47 Upper Middle Quartile 24.96 Bottom Quartile
Bank of India Multi Cap Fund Reg Gr 03-03-2023 53.89 Upper Middle Quartile 50.93 Upper Middle Quartile - -
Mahindra Manulife Multi Cap Fund Reg Gr 05-05-2017 52.72 Upper Middle Quartile 48.66 Lower Middle Quartile 34.34 Upper Middle Quartile
Axis Multicap Fund Reg Gr 05-12-2021 51.24 Upper Middle Quartile 51.2 Top Quartile 36.52 Upper Middle Quartile
ICICI Pru Multi Cap Gr 01-10-1994 50.56 Lower Middle Quartile 48.04 Lower Middle Quartile 35.49 Upper Middle Quartile
HDFC Multi Cap Fund Gr 07-12-2021 50.53 Lower Middle Quartile 48.97 Upper Middle Quartile 40.32 Top Quartile
Baroda BNP Paribas Multi Cap Plan A Gr 12-09-2003 46.87 Lower Middle Quartile 45.75 Lower Middle Quartile 30.91 Lower Middle Quartile
Invesco India Multi Cap Gr 17-03-2008 44.64 Lower Middle Quartile 42.48 Lower Middle Quartile 31.9 Lower Middle Quartile
Union Multicap Fund Reg Gr 19-12-2022 42.89 Lower Middle Quartile 42.51 Lower Middle Quartile 32.04 Lower Middle Quartile
Bandhan Multi Cap Fund Reg Gr 02-12-2021 42.43 Bottom Quartile 39.92 Bottom Quartile 29.7 Lower Middle Quartile
LIC MF Multi Cap Fund Reg Gr 31-10-2022 41.64 Bottom Quartile 38.95 Bottom Quartile 30.84 Lower Middle Quartile
Sundaram Multi Cap Fund Gr 05-01-2013 40.89 Bottom Quartile 39.51 Bottom Quartile 31.18 Lower Middle Quartile
ABSL Multi-Cap Fund Reg Gr 07-05-2021 40.76 Bottom Quartile 38.87 Bottom Quartile 28.34 Lower Middle Quartile
SBI Multicap Fund Reg Gr 05-03-2022 36.06 Bottom Quartile 35.49 Bottom Quartile 22.55 Bottom Quartile
Tata Multicap Fund Reg Gr 02-02-2023 32.53 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.