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 4,347.25 Upper Mid Bottom Bottom Upper Mid Upper Mid Bottom Bottom Upper Mid Top Top
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 995.49 Upper Mid Top Bottom Lower Mid Upper Mid Lower Mid Top Top Top Bottom
Kotak Multicap Fund-Regular Plan-Growth 29-09-2021 1,890.42 Top Lower Mid
HDFC Multi Cap Fund - Growth Option 10-12-2021 1,662.50 Upper Mid Upper Mid
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 02-12-2021 250.00 Upper Mid Top
ICICI Prudential Multicap Fund - Growth 01-10-1994 1,553.25 Lower Mid Upper Mid Top Bottom Top Upper Mid Lower Mid Bottom Upper Mid Top
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 130.52 Bottom Bottom Lower Mid Upper Mid
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 576.18 Lower Mid Top Upper Mid Top Lower Mid Upper Mid
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 632.11 Lower Mid Lower Mid
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 05-01-2013 285.31 Bottom Lower Mid Upper Mid Top Lower Mid Bottom Lower Mid Lower Mid Bottom Upper Mid
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 825.60 Bottom Lower Mid
Invesco India Multicap Fund - Growth Option 17-03-2008 418.21 Top Upper Mid Lower Mid Upper Mid Bottom Lower Mid Upper Mid Lower Mid Bottom Bottom
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 294.42 Bottom Bottom Upper Mid Bottom Bottom Upper Mid Top Upper Mid Bottom Bottom
HSBC Multi Cap Fund - Regular - Growth 30-01-2023 498.49 Bottom
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 79.60 Upper Mid
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 295.26 Lower Mid
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 164.44 Bottom
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2,172.45 Top
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 206.51 Upper Mid
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 117.35 Bottom
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 454.18 Top
Mirae Asset Multicap Fund - Regular Plan - Growth 05-08-2023 394.36 Top
Tata Multicap Fund - Regular Plan - Growth 02-02-2023 319.56 Bottom
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 40.82 Upper Mid
Franklin India Multi Cap Fund - Growth 05-07-2024 508.66 Lower Mid
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 37.84 Lower Mid
Groww Multicap Fund - Regular - Growth 16-12-2024 12.05 Top
DSP Multicap Fund - Regular - Growth 05-01-2024 238.80 Lower Mid
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 388.62 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.