Mutual Fund Quartile Ranking

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Mutual Fund Quartile Ranking
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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
Groww Multicap Fund - Regular - Growth 16-12-2024 376.05 18.86 Top Quartile 5.64 Top Quartile 7.06 Top Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 937.78 13.3 Top Quartile 3.09 Top Quartile 7.18 Top Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 2854.23 12.44 Top Quartile 1.0 Top Quartile 3.14 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1201.15 12.33 Top Quartile 1.77 Top Quartile 2.73 Lower Middle Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 22095.33 11.28 Top Quartile 2.22 Top Quartile 6.45 Top Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 5660.85 11.04 Top Quartile 1.02 Top Quartile 3.37 Upper Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 1184.05 10.77 Top Quartile 0.21 Upper Middle Quartile 2.65 Lower Middle Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 2929.17 10.44 Upper Middle Quartile 0.5 Top Quartile 5.59 Top Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 4797.21 9.77 Upper Middle Quartile -0.07 Upper Middle Quartile 1.13 Bottom Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 4310.27 9.21 Upper Middle Quartile -0.3 Upper Middle Quartile 8.26 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 14681.4 9.19 Upper Middle Quartile -2.63 Lower Middle Quartile 5.72 Top Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1632.36 9.01 Upper Middle Quartile -1.99 Lower Middle Quartile 1.24 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 46320.82 8.61 Upper Middle Quartile -1.41 Upper Middle Quartile 4.06 Upper Middle Quartile
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 369.91 8.44 Upper Middle Quartile -1.02 Upper Middle Quartile 3.87 Upper Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 2846.76 8.42 Upper Middle Quartile -1.22 Upper Middle Quartile 1.66 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 5920.57 8.19 Lower Middle Quartile -2.46 Lower Middle Quartile 2.06 Lower Middle Quartile
Franklin India Multi Cap Fund - Growth 05-07-2024 4273.12 7.91 Lower Middle Quartile -2.1 Lower Middle Quartile 4.96 Upper Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 8544.09 7.88 Lower Middle Quartile -1.85 Upper Middle Quartile 1.35 Lower Middle Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 4679.32 7.31 Lower Middle Quartile -1.46 Upper Middle Quartile 5.08 Top Quartile
BAJAJ FINSERV MULTI CAP FUND - REGULAR - GROWTH 27-02-2025 1076.84 6.35 Lower Middle Quartile -3.12 Lower Middle Quartile - -
HDFC Multi Cap Fund - Growth Option 01-12-2021 17561.52 5.92 Lower Middle Quartile -3.65 Lower Middle Quartile 2.41 Lower Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 2390.59 5.82 Lower Middle Quartile -4.25 Bottom Quartile 0.31 Bottom Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2826.86 5.13 Bottom Quartile -4.19 Bottom Quartile 4.61 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2860.92 4.83 Bottom Quartile -3.62 Lower Middle Quartile -2.83 Bottom Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 2614.98 4.83 Bottom Quartile -3.83 Bottom Quartile 4.99 Upper Middle Quartile
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 6714.25 2.56 Bottom Quartile -8.21 Bottom Quartile -4.95 Bottom Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 20778.77 1.81 Bottom Quartile -5.47 Bottom Quartile 2.98 Upper Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 3551.78 0.16 Bottom Quartile -10.18 Bottom Quartile -6.7 Bottom Quartile
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 3496.56 -2.79 Bottom Quartile -13.71 Bottom Quartile -3.57 Bottom Quartile
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 234.8 -6.9 Bottom Quartile -12.18 Bottom Quartile -8.47 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.