Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking
Scheme Name Launch Date AUM (Crore) 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 YTD Details
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 31,963.02 Upper Mid Bottom Bottom Upper Mid Upper Mid Bottom Bottom Upper Mid Top Top
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 10,204.01 Upper Mid Top Bottom Lower Mid Upper Mid Lower Mid Top Top Top Top
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 11,371.74 Top Top
HDFC Multi Cap Fund - Growth Option 10-12-2021 13,815.44 Upper Mid Lower Mid
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 2,105.34 Upper Mid Upper Mid
ICICI Prudential Multicap Fund - Growth 01-10-1994 12,047.86 Lower Mid Upper Mid Top Bottom Top Upper Mid Lower Mid Bottom Upper Mid Upper Mid
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1,176.94 Bottom Bottom Lower Mid Upper Mid
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 3,670.19 Lower Mid Top Upper Mid Top Lower Mid Upper Mid
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 5,583.90 Lower Mid Bottom
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 2,566.75 Bottom Lower Mid Upper Mid Top Lower Mid Bottom Lower Mid Lower Mid Bottom Bottom
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 5,473.59 Bottom Lower Mid
Invesco India Multicap Fund - Growth Option 17-03-2008 3,359.12 Top Upper Mid Lower Mid Upper Mid Bottom Lower Mid Upper Mid Lower Mid Bottom Lower Mid
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2,458.87 Bottom Bottom Upper Mid Bottom Bottom Upper Mid Top Upper Mid Bottom Top
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 3,109.33 Top
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 527.53 Upper Mid
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 1,874.95 Upper Mid
LIC MF Multi Cap Fund-Regular Growth 31-10-2022 1,051.51 Lower Mid
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 15,785.91 Lower Mid
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 918.58 Lower Mid
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 917.38 Bottom
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 2,300.02 Bottom
Mirae Asset Multicap Fund - Regular Plan - Growth 05-08-2023 2,778.68 Bottom
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 2,913.19 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.