Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Data as on - 18-01-2022
Scheme Name Launch Date Trailing 1 year Returns (%) Current Quarter Quartile Rank Trailing Returns for last quarter (%) Last Quarter Quartile Rank Trailing returns for quarter before last (%) Quarter before last Quartile Rank
Mahindra Manulife Multi Cap Badhat Yojana - Regular Plan - Growth 05-05-2017 55.21 Top Quartile 50.81 Top Quartile 79.14 Upper Middle Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 53.75 Top Quartile 55.64 Top Quartile 81.2 Upper Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 49.02 Upper Middle Quartile 48.91 Upper Middle Quartile 83.47 Top Quartile
Baroda Multi Cap Fund - Plan A - Growth Option 12-09-2003 47.7 Lower Middle Quartile 47.86 Lower Middle Quartile 75.63 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 41.66 Lower Middle Quartile 40.66 Lower Middle Quartile 66.71 Bottom Quartile
BNP Paribas Multi Cap Fund-Growth Option 15-09-2005 41.01 Bottom Quartile 38.34 Bottom Quartile 67.02 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 37.26 Bottom Quartile 36.38 Bottom Quartile 69.02 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 05-05-2019 17.34 Bottom Quartile 19.27 Bottom Quartile 54.96 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.