1. Home
  2. Mutual Funds Research
  3. Mutual Fund Quartile Ranking

Mutual Fund Quartile Ranking

Excel
Submit
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 110,392 1.28 7.82 Top Quartile 12.53 Top Quartile 13.85 Top Quartile
Motilal Oswal Flexi Cap Fund Reg Gr 08-04-2014 13,427 1.71 6.42 Top Quartile 14.08 Top Quartile 18.43 Top Quartile
Invesco India Flexi Cap Fund Gr 05-02-2022 3,267 1.92 6.03 Top Quartile 11.64 Top Quartile 11.64 Top Quartile
HDFC Flexi Cap Gr 01-01-1995 79,585 1.38 4.75 Top Quartile 10.77 Top Quartile 14.98 Top Quartile
WhiteOak Capital Flexi Cap Fund Reg Gr 05-08-2022 5,446 1.8 3.86 Top Quartile 10.71 Top Quartile 11.31 Top Quartile
Bajaj Finserv Flexi Cap Fund Reg Gr 01-08-2023 5,180 1.81 2.52 Top Quartile 7.78 Top Quartile 11.15 Top Quartile
Axis Flexi Cap Reg Gr 05-11-2017 13,287 1.72 2.47 Top Quartile 7.73 Upper Middle Quartile 8.88 Upper Middle Quartile
UTI Flexi Cap Gr 05-08-2005 26,325 1.65 2.41 Top Quartile 9.27 Top Quartile 11.11 Top Quartile
Helios Flexi Cap Fund Reg Gr 13-11-2023 3,471 1.89 2.38 Top Quartile 7.01 Upper Middle Quartile 9.05 Upper Middle Quartile
Sundaram Flexicap Fund Reg Gr 06-09-2022 2,108 2 2.15 Top Quartile 7.77 Top Quartile 6.73 Lower Middle Quartile
PGIM India Flexi Cap Reg Gr 05-02-2015 6,392 1.78 1.5 Upper Middle Quartile 7.29 Upper Middle Quartile 6.72 Lower Middle Quartile
Mirae Asset Flexi Cap Fund Reg Gr 07-02-2023 2,982 1.92 1.34 Upper Middle Quartile 7.05 Upper Middle Quartile 7.12 Upper Middle Quartile
Canara Robeco Flexi Cap Reg Gr 05-09-2003 13,588 1.69 1.18 Upper Middle Quartile 7.73 Upper Middle Quartile 6.84 Lower Middle Quartile
ABSL Flexi Cap Gr Reg 14-08-1998 23,606 1.66 0.86 Upper Middle Quartile 9.08 Top Quartile 10.52 Top Quartile
Tata Flexi Cap Reg Gr 05-08-2018 3,419 1.89 0.69 Upper Middle Quartile 10.15 Top Quartile 9.99 Upper Middle Quartile
Bandhan Flexi Cap Reg Gr 14-09-2005 7,607 1.86 -0.53 Upper Middle Quartile 6.24 Lower Middle Quartile 6.37 Lower Middle Quartile
Union Flexi Cap Gr 10-06-2011 2,401 2.01 -0.65 Upper Middle Quartile 5.66 Lower Middle Quartile 3.94 Bottom Quartile
HSBC Flexi Cap Gr 24-02-2004 5,169 1.92 -0.72 Upper Middle Quartile 6.32 Upper Middle Quartile 7.67 Upper Middle Quartile
Kotak Flexi Cap Gr 05-09-2009 54,841 1.45 -0.83 Upper Middle Quartile 7.04 Upper Middle Quartile 8.31 Upper Middle Quartile
Franklin India Flexi Cap Gr 29-09-1994 19,365 1.69 -0.94 Lower Middle Quartile 6.86 Upper Middle Quartile 9.07 Upper Middle Quartile
TRUSTMF Flexi Cap Fund Reg Gr 20-04-2024 1,179 2.11 -1.16 Lower Middle Quartile 6.07 Lower Middle Quartile - -
ICICI Pru Flexicap Gr 07-07-2021 17,946 1.69 -1.87 Lower Middle Quartile 5.33 Lower Middle Quartile 3.96 Bottom Quartile
DSP Flexi Cap Reg Gr 29-04-1997 12,188 1.72 -2.2 Lower Middle Quartile 6.43 Upper Middle Quartile 13.6 Top Quartile
Baroda BNP Paribas Flexi Cap Fund Reg Gr 17-08-2022 1,310 2.17 -2.48 Lower Middle Quartile 3.9 Lower Middle Quartile 5.45 Lower Middle Quartile
ITI Flexi Cap Fund Reg Gr 17-02-2023 1,186 2.06 -2.53 Lower Middle Quartile 3.09 Lower Middle Quartile 5.64 Lower Middle Quartile
Edelweiss Flexi Cap Reg Gr 05-01-2015 2,802 1.92 -3.12 Lower Middle Quartile 4.17 Lower Middle Quartile 9.59 Upper Middle Quartile
Mahindra Manulife Flexi Cap Fund Reg Gr 23-08-2021 1,560 2.05 -3.13 Lower Middle Quartile 5.2 Lower Middle Quartile 6.24 Lower Middle Quartile
SBI Flexi Cap Reg Gr 05-09-2005 22,500 1.67 -3.24 Lower Middle Quartile 2.8 Lower Middle Quartile 4.92 Lower Middle Quartile
360 One Flexi Cap Fund Reg GR 04-06-2023 1,878 2.02 -4.2 Lower Middle Quartile 2.8 Lower Middle Quartile 12.53 Top Quartile
Nippon India Flexi Cap Fund Reg Gr 05-08-2021 9,300 1.72 -5.06 Bottom Quartile 1.45 Bottom Quartile 5.73 Lower Middle Quartile
Navi Flexi Cap Reg Gr 02-07-2018 262 2.29 -5.77 Bottom Quartile 1.38 Bottom Quartile 3.15 Bottom Quartile
LICMF Flexi Cap Reg Gr 15-04-1993 1,021 2.27 -6.75 Bottom Quartile -1.95 Bottom Quartile 1.67 Bottom Quartile
Bank of India Flexi Cap Reg Gr 05-06-2020 2,209 1.99 -8.29 Bottom Quartile -0.79 Bottom Quartile 5.1 Lower Middle Quartile
Taurus Flexi Cap Reg Gr 29-01-1994 366 2.64 -8.86 Bottom Quartile 0.05 Bottom Quartile 3.41 Bottom Quartile
JM Flexi Cap Gr 23-09-2008 6,143 1.77 -11.42 Bottom Quartile -3.16 Bottom Quartile 7.32 Upper Middle Quartile
NJ Flexi Cap Fund Reg Gr 05-09-2023 2,352 1.97 -13.9 Bottom Quartile -4.77 Bottom Quartile -4.53 Bottom Quartile
Shriram Flexi Cap Reg Gr 05-09-2018 141 2.4 -14.1 Bottom Quartile -8.29 Bottom Quartile -4.92 Bottom Quartile
Quant Flexi Cap Gr 01-09-2008 7,322 1.77 -14.31 Bottom Quartile -6.01 Bottom Quartile -2.15 Bottom Quartile
Samco Flexi Cap Fund Reg Gr 05-02-2022 466 2.43 -18.52 Bottom Quartile -9.27 Bottom Quartile -16.3 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.