Mutual Fund Quartile Ranking

  • Home
  • Mutual Funds Research
  • Mutual Fund Quartile Ranking
Submit
Scheme Name Launch Date AUM (Crore) Trailing 1 year Returns (%) Current Quarter Quartile Rank 1 yr. Trailing Rtn. as at last Qtr. end (%) Last Qtr. end Quartile Rank 1 yr. Trailing Rtn. at Qtr. before last (%) Qtr. before last Quartile Rank
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 1919.241 18.14 Top Quartile 15.48 Top Quartile 25.75 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 697.875 14.99 Top Quartile 13.55 Top Quartile 31.95 Top Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 156.248 14.94 Top Quartile 12.58 Top Quartile 28.35 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 138.323 14.36 Top Quartile 14.91 Top Quartile 31.97 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 365.03000000000003 11.99 Top Quartile 10.38 Upper Middle Quartile 29.54 Top Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 383.576 11.8 Upper Middle Quartile 10.32 Upper Middle Quartile 21.32 Lower Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 252.417 11.8 Upper Middle Quartile 9.51 Upper Middle Quartile 27.6 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 1393.809 10.68 Upper Middle Quartile 9.03 Upper Middle Quartile 20.5 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 261.529 9.7 Lower Middle Quartile 9.64 Upper Middle Quartile 19.3 Bottom Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 261.643 9.39 Lower Middle Quartile 8.4 Lower Middle Quartile 31.44 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 3863.7 9.38 Lower Middle Quartile 10.07 Upper Middle Quartile 25.59 Upper Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 195.862 9.16 Lower Middle Quartile 8.91 Lower Middle Quartile - -
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 333.32 8.85 Lower Middle Quartile 7.29 Lower Middle Quartile 16.97 Bottom Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 488.31800000000004 8.7 Lower Middle Quartile 6.69 Bottom Quartile 23.23 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 589.4 8.68 Lower Middle Quartile 7.59 Lower Middle Quartile 22.26 Lower Middle Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 1587.096 8.58 Bottom Quartile 4.79 Bottom Quartile 26.86 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 427.629 8.2 Bottom Quartile 6.25 Bottom Quartile 28.3 Upper Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 238.9 8.03 Bottom Quartile 6.88 Bottom Quartile 19.3 Bottom Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 104.18800000000002 7.92 Bottom Quartile 7.7 Lower Middle Quartile 22.15 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 1594.5 7.61 Bottom Quartile 6.88 Bottom Quartile 20.68 Lower Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 77.8 7.17 Bottom Quartile 7.29 Lower Middle Quartile 22.13 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 111.636 2.37 Bottom Quartile -0.28 Bottom Quartile 20.01 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 286.21 2.21 Bottom Quartile 0.48 Bottom Quartile 12.33 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 946.2059999999999 -7.03 Bottom Quartile -5.46 Bottom Quartile 11.74 Bottom Quartile

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.