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 - 14-12-2017
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
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 43.0 Top Quartile 25.76 Top Quartile 26.3 Top Quartile
Principal Growth Fund-Growth Option 25-10-2000 42.5 Top Quartile 22.74 Top Quartile 29.86 Top Quartile
Axis Focused 25 Fund - Growth Option 29-06-2012 40.38 Top Quartile 23.42 Top Quartile 24.65 Top Quartile
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 40.12 Top Quartile 19.96 Top Quartile 21.81 Upper Middle Quartile
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 40.11 Top Quartile 22.2 Top Quartile 23.76 Upper Middle Quartile
Principal Dividend Yield Fund-Growth Plan 15-10-2004 39.88 Top Quartile 22.69 Top Quartile 26.9 Top Quartile
MOSt Focused Multicap 35-Regular Plan-Growth Option 28-04-2014 38.97 Top Quartile 25.92 Top Quartile 30.41 Top Quartile
SBI-ETF Nifty Next 50 16-03-2015 38.22 Top Quartile 22.23 Top Quartile 30.2 Top Quartile
Invesco India Contra Fund - Growth 11-04-2007 37.81 Top Quartile 18.05 Upper Middle Quartile 22.36 Upper Middle Quartile
Reliance ETF Junior BeES 21-02-2003 37.59 Top Quartile - - - -
ICICI Prudential Indo Asia Equity Fund - Growth 18-10-2007 37.42 Top Quartile 14.63 Lower Middle Quartile 26.19 Top Quartile
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 37.23 Top Quartile 23.44 Top Quartile 22.43 Upper Middle Quartile
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 37.23 Top Quartile 21.73 Top Quartile 29.51 Top Quartile
HDFC Capital Builder Fund - Growth Option 01-02-1994 36.12 Top Quartile 18.73 Upper Middle Quartile 21.37 Upper Middle Quartile
Aditya Birla Sun Life Advantage Fund - Regular Growth 24-02-1995 35.86 Top Quartile 19.06 Upper Middle Quartile 24.73 Top Quartile
IDBI Nifty Junior Index Fund Growth 20-09-2010 35.2 Top Quartile 20.21 Top Quartile 28.37 Top Quartile
L&T India Special Situations Fund-Regular Plan-Growth 22-05-2006 34.67 Top Quartile 21.86 Top Quartile 26.79 Top Quartile
BOI AXA Equity Fund Eco Plan- Growth 21-10-2008 34.51 Top Quartile 15.86 Upper Middle Quartile 19.42 Lower Middle Quartile
Mirae Asset India Opportunities Fund - Growth Plan 04-04-2008 34.2 Upper Middle Quartile 21.35 Top Quartile 24.69 Top Quartile
BOI AXA Equity Fund Regular Plan- Growth 21-10-2008 33.54 Upper Middle Quartile 15.04 Lower Middle Quartile 18.55 Lower Middle Quartile
Reliance Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option 11-02-2015 33.41 Upper Middle Quartile 19.89 Top Quartile 19.94 Lower Middle Quartile
SBI Magnum Multiplier Fund - Regular Plan -Growth 26-05-2005 33.34 Upper Middle Quartile 12.51 Bottom Quartile 18.86 Lower Middle Quartile
Axis Equity Fund - Growth 05-01-2010 33.28 Upper Middle Quartile 16.72 Upper Middle Quartile 13.8 Bottom Quartile
DSP BlackRock Opportunities Fund-Regular Plan - Growth 16-05-2000 33.01 Upper Middle Quartile 18.19 Upper Middle Quartile 24.11 Upper Middle Quartile
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 32.96 Upper Middle Quartile 15.38 Lower Middle Quartile 22.52 Upper Middle Quartile
Canara Robeco Equity Diversified - Regular Plan - Growth 16-09-2003 32.53 Upper Middle Quartile 17.27 Upper Middle Quartile 21.75 Upper Middle Quartile
Sundaram Equity Multiplier Fund Growth 27-02-2007 32.35 Upper Middle Quartile 20.67 Top Quartile 25.56 Top Quartile
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 31.93 Upper Middle Quartile 14.73 Lower Middle Quartile 27.78 Top Quartile
HSBC India Opportunities Fund - Growth 24-02-2004 31.87 Upper Middle Quartile 14.91 Lower Middle Quartile 18.38 Lower Middle Quartile
Templeton India Growth Fund-Growth Plan 05-09-2003 31.81 Upper Middle Quartile 21.22 Top Quartile 26.54 Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 29-09-2005 31.68 Upper Middle Quartile 18.91 Upper Middle Quartile 19.03 Lower Middle Quartile
BNP Paribas Equity Fund-Growth Option 23-09-2004 31.43 Upper Middle Quartile 14.1 Lower Middle Quartile 15.83 Lower Middle Quartile
IDFC Classic Equity Fund-Regular Plan-Growth 09-08-2005 31.32 Upper Middle Quartile 19.3 Top Quartile 25.46 Top Quartile
Franklin India High Growth Companies Fund - Growth Plan 26-07-2007 31.16 Upper Middle Quartile 14.48 Lower Middle Quartile 19.96 Lower Middle Quartile
Aditya Birla Sun Life Special Situations Fund - Growth 31-01-2008 30.94 Upper Middle Quartile 16.43 Upper Middle Quartile 22.84 Upper Middle Quartile
Essel Equity Fund - Growth Option 28-09-2011 30.79 Upper Middle Quartile 17.39 Upper Middle Quartile 20.12 Upper Middle Quartile
SBI Contra - Regular Plan -Growth 14-07-1999 30.58 Lower Middle Quartile 13.45 Lower Middle Quartile 17.37 Lower Middle Quartile
HDFC Equity Fund - Growth Option 01-01-1995 30.35 Lower Middle Quartile 15.96 Upper Middle Quartile 24.03 Upper Middle Quartile
DHFL Pramerica Diversified Equity Fund - Regular Plan - Growth Option 25-02-2015 30.03 Lower Middle Quartile 15.57 Upper Middle Quartile 24.03 Upper Middle Quartile
Kotak Opportunities - Growth 09-09-2004 29.98 Lower Middle Quartile 18.06 Upper Middle Quartile 25.54 Top Quartile
UTI - Top 100 Fund- Growth Option 01-08-2005 29.98 Lower Middle Quartile 14.6 Lower Middle Quartile 17.71 Lower Middle Quartile
UTI Multi Cap Fund - Growth Option 25-08-2014 29.14 Lower Middle Quartile 13.03 Lower Middle Quartile 16.01 Lower Middle Quartile
Tata Ethical Fund Regular Plan - Growth 24-05-1996 29.03 Lower Middle Quartile 8.18 Bottom Quartile 8.37 Bottom Quartile
L&T Equity Fund-Regular Plan-Growth 16-05-2005 28.99 Lower Middle Quartile 15.2 Lower Middle Quartile 18.92 Lower Middle Quartile
Edelweiss Large Cap Advantage Fund -Plan B - Growth option 20-05-2009 28.9 Lower Middle Quartile 12.71 Lower Middle Quartile 15.74 Bottom Quartile
Edelweiss Large Cap Advantage Fund - Regular Plan - Growth option 20-05-2009 28.89 Lower Middle Quartile 12.7 Lower Middle Quartile 15.74 Bottom Quartile
Edelweiss Large Cap Advantage Fund -Plan C - Growth option 20-05-2009 28.88 Lower Middle Quartile 12.69 Bottom Quartile 15.75 Bottom Quartile
Templeton India Equity Income Fund-Growth Plan 18-05-2006 28.46 Lower Middle Quartile 18.66 Upper Middle Quartile 22.07 Upper Middle Quartile
Franklin India Opportunities Fund - Growth 22-02-2000 28.45 Lower Middle Quartile 13.78 Lower Middle Quartile 15.7 Bottom Quartile
HDFC Premier Multi-Cap Fund-Growth 06-04-2005 28.41 Lower Middle Quartile 14.45 Lower Middle Quartile 20.78 Upper Middle Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 27-08-1998 28.37 Lower Middle Quartile 17.55 Upper Middle Quartile 29.35 Top Quartile
Indiabulls Blue Chip Fund - Growth Option 10-02-2012 28.07 Lower Middle Quartile 14.94 Lower Middle Quartile 19.63 Lower Middle Quartile
IIFL India Growth Fund -Regular Plan - Growth 30-10-2014 27.39 Lower Middle Quartile 11.71 Bottom Quartile 21.94 Upper Middle Quartile
Taurus Starshare Growth Option 29-01-1994 27.01 Lower Middle Quartile 15.64 Upper Middle Quartile 18.93 Lower Middle Quartile
Parag Parikh Long Term Value Fund - Regular Plan - Growth 28-05-2013 26.34 Lower Middle Quartile 20.28 Top Quartile 19.24 Lower Middle Quartile
Aditya Birla Sun Life Dividend Yield Plus - Growth - Regular Plan 26-02-2003 26.3 Bottom Quartile 17.73 Upper Middle Quartile 21.76 Upper Middle Quartile
Franklin India Flexi Cap Fund-Growth Plan 02-03-2005 25.6 Bottom Quartile 12.18 Bottom Quartile 14.76 Bottom Quartile
Franklin India Prima Plus-Growth 29-09-1994 25.37 Bottom Quartile 12.67 Bottom Quartile 14.46 Bottom Quartile
Tata Equity Opportunities Fund Regular Plan - Growth 31-03-1993 25.25 Bottom Quartile 11.14 Bottom Quartile 16.76 Lower Middle Quartile
UTI-Dividend Yield Fund.-Growth 03-05-2005 24.78 Bottom Quartile 14.5 Lower Middle Quartile 18.5 Lower Middle Quartile
ICICI Prudential Top 100 Fund - Growth 09-07-1998 24.49 Bottom Quartile 15.34 Lower Middle Quartile 21.25 Upper Middle Quartile
IDBI India Top 100 Equity Fund Growth 15-05-2012 24.13 Bottom Quartile 12.39 Bottom Quartile 16.74 Lower Middle Quartile
ICICI Prudential Dynamic - Growth 31-10-2002 24.04 Bottom Quartile 17.38 Upper Middle Quartile 22.68 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 23.62 Bottom Quartile 9.89 Bottom Quartile 17.27 Lower Middle Quartile
UTI - Equity Fund-Growth Option 01-08-2005 23.58 Bottom Quartile 10.98 Bottom Quartile 13.4 Bottom Quartile
Union Equity Fund - Growth Option 10-06-2011 23.45 Bottom Quartile 10.62 Bottom Quartile 14.58 Bottom Quartile
Taurus Ethical Fund - Growth Option 06-04-2009 23.28 Bottom Quartile 6.98 Bottom Quartile 8.86 Bottom Quartile
Edelweiss Prudent Advantage Fund - Regular Plan - Growth Option 12-08-2009 22.12 Bottom Quartile 9.67 Bottom Quartile 12.56 Bottom Quartile
Edelweiss Prudent Advantage Fund- Plan B-Growth Option 16-06-2009 22.04 Bottom Quartile 9.71 Bottom Quartile 12.57 Bottom Quartile
Franklin India Life Stage Fund Of Funds - The 20S Plan (G) 01-12-2003 21.36 Bottom Quartile 12.86 Lower Middle Quartile 15.18 Bottom Quartile
Taurus Bonanza Fund-Growth Option 28-02-1995 20.09 Bottom Quartile 10.07 Bottom Quartile 14.04 Bottom Quartile
LIC MF Equity Fund-Regular Plan-Growth 15-04-1993 18.46 Bottom Quartile 5.11 Bottom Quartile 7.5 Bottom Quartile
ICICI Prudential Value Discovery Fund - Growth 16-08-2004 17.73 Bottom Quartile 8.31 Bottom Quartile 10.95 Bottom Quartile