Mutual Fund Quartile Ranking

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.

Data as on - 22-06-2018
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
Axis Bluechip Fund - Growth 05-01-2010 20.12 Top Quartile 18.29 Top Quartile 38.15 Upper Middle Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 Top Quartile 19.03 Top Quartile 45.3 Top Quartile
Invesco India Contra Fund - Growth 11-04-2007 18.38 Top Quartile 18.62 Top Quartile 45.78 Top Quartile
UTI - Equity Fund-Growth Option 01-08-2005 17.37 Top Quartile 12.22 Upper Middle Quartile 30.18 Bottom Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 Top Quartile 14.47 Top Quartile 29.46 Bottom Quartile
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 Top Quartile 14.75 Top Quartile 31.25 Lower Middle Quartile
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 Top Quartile 17.82 Top Quartile 49.28 Top Quartile
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 Top Quartile 13.0 Upper Middle Quartile 33.96 Lower Middle Quartile
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 Top Quartile 13.01 Upper Middle Quartile 33.91 Lower Middle Quartile
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 14.41 Top Quartile 12.97 Upper Middle Quartile 33.95 Lower Middle Quartile
HDFC Capital Builder Value Fund - Growth Option 01-02-1994 14.29 Top Quartile 14.7 Top Quartile 42.45 Top Quartile
Principal Dividend Yield Fund-Growth Plan 15-10-2004 13.97 Top Quartile 20.36 Top Quartile 46.75 Top Quartile
Sundaram Large and Midcap Growth 27-02-2007 12.74 Top Quartile 13.5 Upper Middle Quartile 36.23 Lower Middle Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 12.51 Top Quartile 14.33 Top Quartile 34.21 Lower Middle Quartile
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 11.62 Top Quartile 19.45 Top Quartile 43.26 Top Quartile
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 11.25 Top Quartile 14.01 Upper Middle Quartile 37.89 Upper Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 10.72 Top Quartile 14.94 Top Quartile 37.93 Upper Middle Quartile
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 10.69 Upper Middle Quartile 18.47 Top Quartile 42.21 Top Quartile
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 10.48 Upper Middle Quartile 12.45 Upper Middle Quartile 38.7 Upper Middle Quartile
MOF35-Regular Plan-Growth Option 28-04-2014 10.4 Upper Middle Quartile 15.65 Top Quartile 43.19 Top Quartile
Tata Ethical Fund Regular Plan - Growth 24-05-1996 10.33 Upper Middle Quartile 14.25 Top Quartile 36.32 Upper Middle Quartile
UTI-Dividend Yield Fund.-Growth 03-05-2005 10.17 Upper Middle Quartile 10.17 Lower Middle Quartile 28.59 Bottom Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 9.99 Upper Middle Quartile 13.55 Upper Middle Quartile 37.1 Upper Middle Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 9.74 Upper Middle Quartile 11.69 Upper Middle Quartile 34.3 Lower Middle Quartile
Reliance ETF Junior BeES 21-02-2003 9.56 Upper Middle Quartile 14.71 Top Quartile 46.45 Top Quartile
SBI-ETF Nifty Next 50 16-03-2015 9.36 Upper Middle Quartile 12.2 Upper Middle Quartile 43.74 Top Quartile
Franklin India Equity Fund - Growth 29-09-1994 9.04 Upper Middle Quartile 8.31 Bottom Quartile 30.73 Bottom Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 8.83 Upper Middle Quartile 12.59 Upper Middle Quartile 40.3 Upper Middle Quartile
Franklin India Equity Advantage Fund - Growth Plan 02-03-2005 8.7 Upper Middle Quartile 10.03 Lower Middle Quartile 31.23 Lower Middle Quartile
Edelweiss Multi-Asset Allocation Fund- Plan B-Growth Option 16-06-2009 8.66 Upper Middle Quartile 7.66 Bottom Quartile 26.12 Bottom Quartile
Edelweiss Multi-Asset Allocation Fund - Regular Plan - Growth Option 12-08-2009 8.63 Upper Middle Quartile 7.65 Bottom Quartile 26.2 Bottom Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 8.57 Upper Middle Quartile 14.06 Top Quartile 45.82 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 8.56 Upper Middle Quartile 5.7 Bottom Quartile 28.09 Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option 25-10-2000 8.51 Upper Middle Quartile 16.99 Top Quartile 48.9 Top Quartile
IDFC Core Equity Fund-Regular Plan-Growth 09-08-2005 8.5 Upper Middle Quartile 13.08 Upper Middle Quartile 37.41 Upper Middle Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 8.48 Lower Middle Quartile 10.96 Lower Middle Quartile 35.75 Lower Middle Quartile
SBI LARGE & MIDCAP FUND- REGULAR PLAN -Growth 26-05-2005 8.26 Lower Middle Quartile 13.09 Upper Middle Quartile 40.59 Upper Middle Quartile
HSBC Multi Cap Equity Fund - Growth 24-02-2004 8.07 Lower Middle Quartile 9.84 Lower Middle Quartile 40.4 Upper Middle Quartile
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 7.93 Lower Middle Quartile 9.59 Lower Middle Quartile 28.24 Bottom Quartile
Quantum Equity Fund of Funds - Regular Plan Growth Option 01-04-2017 7.9 Lower Middle Quartile 11.33 Upper Middle Quartile 26.83 Bottom Quartile
IIFL Focused Equity Fund -Regular Plan - Growth 30-10-2014 7.72 Lower Middle Quartile 5.04 Bottom Quartile 30.05 Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 7.65 Lower Middle Quartile 5.95 Bottom Quartile 23.89 Bottom Quartile
DSP BlackRock Equity Opportunities Fund-Regular Plan - Growth 16-05-2000 7.35 Lower Middle Quartile 11.02 Lower Middle Quartile 40.37 Upper Middle Quartile
Templeton India Value Fund - Growth Plan 05-09-2003 7.21 Lower Middle Quartile 11.07 Lower Middle Quartile 37.77 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 7.19 Lower Middle Quartile 10.0 Lower Middle Quartile 33.62 Lower Middle Quartile
Union Equity Fund - Growth Option 10-06-2011 7.16 Lower Middle Quartile 7.9 Bottom Quartile 27.63 Bottom Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 7.07 Lower Middle Quartile 12.95 Upper Middle Quartile 43.72 Top Quartile
UTI - Core Equity Fund - Regular Plan - Growth Option 01-08-2005 6.88 Lower Middle Quartile 10.48 Lower Middle Quartile 35.34 Lower Middle Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 6.44 Lower Middle Quartile 7.61 Bottom Quartile 25.37 Bottom Quartile
L&T Large and Midcap Fund-Regular Plan-Growth 22-05-2006 5.49 Lower Middle Quartile 13.5 Upper Middle Quartile 42.47 Top Quartile
LIC MF Multicap Fund-Regular Plan-Growth 15-04-1993 5.23 Lower Middle Quartile 2.27 Bottom Quartile 25.73 Bottom Quartile
Franklin India Focused Equity Fund - Growth Plan 26-07-2007 5.21 Lower Middle Quartile 9.04 Lower Middle Quartile 37.56 Upper Middle Quartile
ICICI Prudential Large & Mid Cap Fund - Growth 09-07-1998 5.19 Bottom Quartile 6.04 Bottom Quartile 29.92 Bottom Quartile
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 5.02 Bottom Quartile 10.14 Lower Middle Quartile 41.82 Upper Middle Quartile
Kotak Equity Opportunities Fund - Growth 09-09-2004 4.88 Bottom Quartile 9.33 Lower Middle Quartile 34.98 Lower Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 4.37 Bottom Quartile 8.87 Bottom Quartile 36.98 Upper Middle Quartile
Tata Large & Mid Cap Fund- Regular Plan - Growth 31-03-1993 4.29 Bottom Quartile 9.68 Lower Middle Quartile 32.04 Lower Middle Quartile
SBI Contra - Regular Plan -Growth 14-07-1999 4.09 Bottom Quartile 11.97 Upper Middle Quartile 40.36 Upper Middle Quartile
BNP PARIBAS LARGE CAP Fund-Growth Option 23-09-2004 3.95 Bottom Quartile 9.46 Lower Middle Quartile 37.17 Upper Middle Quartile
Aditya Birla Sun Life Equity Advantage Fund - Regular Growth 24-02-1995 3.9 Bottom Quartile 9.86 Lower Middle Quartile 41.98 Top Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 3.72 Bottom Quartile 9.01 Lower Middle Quartile 36.73 Upper Middle Quartile
Essel Large Cap Equity Fund - Growth Option 28-09-2011 3.71 Bottom Quartile 6.69 Bottom Quartile 33.9 Lower Middle Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 15-09-2005 3.63 Bottom Quartile 10.42 Lower Middle Quartile 42.72 Top Quartile
Mahindra Mutual Fund Badhat Yojana - Regular Plan - Growth 05-05-2017 3.36 Bottom Quartile - - - -
Taurus Starshare - Regular Plan - Growth Option 29-01-1994 3.18 Bottom Quartile 8.51 Bottom Quartile 32.6 Lower Middle Quartile
Taurus Bonanza Fund- Regular Plan - Growth Option 28-02-1995 1.93 Bottom Quartile 2.96 Bottom Quartile 25.71 Bottom Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 1.34 Bottom Quartile 6.16 Bottom Quartile 28.12 Bottom Quartile
Aditya Birla Sun Life Dividend Yield Fund - Growth - Regular Plan 26-02-2003 0.76 Bottom Quartile 3.85 Bottom Quartile 33.3 Lower Middle Quartile
ICICI Prudential Smallcap Fund - Growth 18-10-2007 -0.47 Bottom Quartile 13.02 Upper Middle Quartile 42.88 Top Quartile
HDFC Hybrid Equity Fund-Growth 06-04-2005 -0.81 Bottom Quartile 5.83 Bottom Quartile 35.21 Lower Middle Quartile