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Mutual Fund Quartile Ranking

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Scheme Name Launch Date AUM (Crore) TER (%) Trailing 1 Yr Rtn (%) Current Quarter Quartile Rank Trailing Returns for last quarter (%) Last Quarter Quartile Rank Trailing returns for quarter before last (%) Quarter before last Quartile Rank
Parag Parikh Flexi Cap Reg Gr 05-05-2013 103,867 1.28 11.75 Top Quartile 13.8 Top Quartile 23.7 Upper Middle Quartile
Motilal Oswal Flexi Cap Fund Reg Gr 08-04-2014 13,051 1.72 11.31 Top Quartile 18.45 Top Quartile 45.24 Top Quartile
Invesco India Flexi Cap Fund Gr 05-02-2022 2,984 1.94 10.84 Top Quartile 11.64 Top Quartile 34.12 Top Quartile
HDFC Flexi Cap Gr 01-01-1995 75,725 1.39 10.49 Top Quartile 14.98 Top Quartile 23.27 Upper Middle Quartile
WhiteOak Capital Flexi Cap Fund Reg Gr 05-08-2022 5,042 1.82 9.64 Top Quartile 11.31 Top Quartile 23.45 Upper Middle Quartile
UTI Flexi Cap Gr 05-08-2005 25,435 1.69 9.56 Top Quartile 11.11 Upper Middle Quartile 14.2 Bottom Quartile
Tata Flexi Cap Reg Gr 05-08-2018 3,263 1.9 9.04 Top Quartile 9.99 Upper Middle Quartile 12.47 Bottom Quartile
ABSL Flexi Cap Gr Reg 14-08-1998 22,857 1.68 8.29 Upper Middle Quartile 10.52 Upper Middle Quartile 18.36 Lower Middle Quartile
Bajaj Finserv Flexi Cap Fund Reg Gr 01-08-2023 4,848 1.83 7.9 Upper Middle Quartile 11.15 Upper Middle Quartile 26.2 Top Quartile
DSP Flexi Cap Reg Gr 29-04-1997 11,832 1.74 7.34 Upper Middle Quartile 13.6 Top Quartile 18.0 Lower Middle Quartile
Franklin India Flexi Cap Gr 29-09-1994 18,679 1.7 7.2 Upper Middle Quartile 9.07 Upper Middle Quartile 21.56 Upper Middle Quartile
PGIM India Flexi Cap Reg Gr 05-02-2015 6,262 1.78 7.16 Upper Middle Quartile 6.69 Lower Middle Quartile 15.34 Bottom Quartile
Sundaram Flexicap Fund Reg Gr 06-09-2022 2,056 2.03 6.98 Upper Middle Quartile 6.73 Lower Middle Quartile 14.5 Bottom Quartile
Mirae Asset Flexi Cap Fund Reg Gr 07-02-2023 2,814 1.93 6.87 Upper Middle Quartile 7.12 Lower Middle Quartile 17.16 Lower Middle Quartile
TRUSTMF Flexi Cap Fund Reg Gr 20-04-2024 1,111 2.12 6.5 Upper Middle Quartile - - - -
Canara Robeco Flexi Cap Reg Gr 05-09-2003 13,058 1.69 6.03 Upper Middle Quartile 6.84 Lower Middle Quartile 17.72 Lower Middle Quartile
Axis Flexi Cap Reg Gr 05-11-2017 12,815 1.71 5.77 Lower Middle Quartile 8.88 Upper Middle Quartile 22.11 Upper Middle Quartile
HSBC Flexi Cap Gr 24-02-2004 4,940 1.94 5.76 Lower Middle Quartile 7.65 Lower Middle Quartile 28.36 Top Quartile
Bandhan Flexi Cap Reg Gr 14-09-2005 7,358 1.86 5.68 Lower Middle Quartile 6.37 Lower Middle Quartile 14.8 Bottom Quartile
Helios Flexi Cap Fund Reg Gr 13-11-2023 3,200 1.9 5.46 Lower Middle Quartile 9.05 Upper Middle Quartile 27.62 Top Quartile
Kotak Flexi Cap Gr 05-09-2009 50,812 1.46 5.45 Lower Middle Quartile 8.31 Upper Middle Quartile 16.36 Lower Middle Quartile
ICICI Pru Flexicap Gr 07-07-2021 17,484 1.69 5.02 Lower Middle Quartile 4.03 Bottom Quartile 21.02 Upper Middle Quartile
Union Flexi Cap Gr 10-06-2011 2,314 2.02 4.55 Lower Middle Quartile 3.91 Bottom Quartile 16.66 Lower Middle Quartile
Mahindra Manulife Flexi Cap Fund Reg Gr 23-08-2021 1,502 2.05 4.14 Lower Middle Quartile 6.24 Lower Middle Quartile 14.51 Bottom Quartile
Edelweiss Flexi Cap Reg Gr 05-01-2015 2,640 1.93 3.89 Lower Middle Quartile 9.59 Upper Middle Quartile 25.15 Upper Middle Quartile
ITI Flexi Cap Fund Reg Gr 17-02-2023 1,135 2.05 3.27 Lower Middle Quartile 5.58 Lower Middle Quartile 25.71 Top Quartile
360 One Flexi Cap Fund Reg GR 04-06-2023 1,763 2.03 2.99 Lower Middle Quartile 12.53 Top Quartile 26.55 Top Quartile
Baroda BNP Paribas Flexi Cap Fund Reg Gr 17-08-2022 1,275 2.17 2.9 Lower Middle Quartile 5.44 Lower Middle Quartile 21.58 Upper Middle Quartile
SBI Flexi Cap Reg Gr 05-09-2005 21,661 1.67 1.92 Bottom Quartile 4.93 Bottom Quartile 14.1 Bottom Quartile
Navi Flexi Cap Reg Gr 02-07-2018 255 2.29 0.62 Bottom Quartile 3.16 Bottom Quartile 11.27 Bottom Quartile
Nippon India Flexi Cap Fund Reg Gr 05-08-2021 8,951 1.72 0.32 Bottom Quartile 5.73 Lower Middle Quartile 15.29 Bottom Quartile
Taurus Flexi Cap Reg Gr 29-01-1994 357 2.64 -0.79 Bottom Quartile 3.41 Bottom Quartile 17.18 Lower Middle Quartile
Bank of India Flexi Cap Reg Gr 05-06-2020 2,151 1.99 -1.39 Bottom Quartile 5.07 Bottom Quartile 28.7 Top Quartile
LICMF Flexi Cap Reg Gr 15-04-1993 980 2.28 -2.06 Bottom Quartile 1.67 Bottom Quartile 18.61 Lower Middle Quartile
JM Flexi Cap Gr 23-09-2008 5,625 1.77 -3.13 Bottom Quartile 7.32 Lower Middle Quartile 32.95 Top Quartile
NJ Flexi Cap Fund Reg Gr 05-09-2023 2,251 1.99 -5.5 Bottom Quartile -4.53 Bottom Quartile 13.61 Bottom Quartile
Quant Flexi Cap Gr 01-09-2008 7,210 1.78 -7.23 Bottom Quartile -2.15 Bottom Quartile 15.14 Bottom Quartile
Shriram Flexi Cap Reg Gr 05-09-2018 133 2.4 -10.12 Bottom Quartile -4.93 Bottom Quartile 15.9 Lower Middle Quartile
Samco Flexi Cap Fund Reg Gr 05-02-2022 460 2.41 -13.0 Bottom Quartile -16.3 Bottom Quartile 4.5 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.