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Mutual Fund Quartile Ranking

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Scheme Name Launch Date 1 year Returns (%) Current Quarter Quartile Rank Returns for last quarter (%) Last Quarter Quartile Rank returns for quarter before last (%) Quarter before last Quartile Rank
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 15.85 Top Quartile 14.98 Top Quartile 23.27 Upper Middle Quartile
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 13.91 Top Quartile 18.45 Top Quartile 45.24 Top Quartile
UTI - Flexi Cap Fund-Growth Option 05-08-2005 12.8 Top Quartile 11.11 Upper Middle Quartile 14.2 Bottom Quartile
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 12.79 Top Quartile 13.8 Top Quartile 23.7 Upper Middle Quartile
Invesco India Flexi Cap Fund - Growth 05-02-2022 10.76 Top Quartile 11.64 Top Quartile 34.12 Top Quartile
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 10.74 Top Quartile 11.31 Top Quartile 23.45 Upper Middle Quartile
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 10.58 Top Quartile 10.52 Upper Middle Quartile 18.36 Lower Middle Quartile
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 10.06 Top Quartile 9.99 Upper Middle Quartile 12.47 Bottom Quartile
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 10.05 Top Quartile 13.6 Top Quartile 18.0 Lower Middle Quartile
Franklin India Flexi Cap Fund - Growth 29-09-1994 9.28 Upper Middle Quartile 9.07 Upper Middle Quartile 21.56 Upper Middle Quartile
Canara Robeco Flexicap Fund - Regular Plan - Growth Option 05-09-2003 8.26 Upper Middle Quartile 6.84 Lower Middle Quartile 17.72 Lower Middle Quartile
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 8.23 Upper Middle Quartile 9.59 Upper Middle Quartile 25.15 Upper Middle Quartile
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 01-08-2023 8.15 Upper Middle Quartile 11.15 Upper Middle Quartile 26.2 Top Quartile
Axis Flexi Cap Fund - Regular Plan - Growth 10-11-2017 7.97 Upper Middle Quartile 8.88 Upper Middle Quartile 22.11 Upper Middle Quartile
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 04-06-2023 7.89 Upper Middle Quartile 12.53 Top Quartile 26.55 Top Quartile
Sundaram Flexicap Fund Regular Growth 06-09-2022 7.87 Upper Middle Quartile 6.73 Lower Middle Quartile 14.5 Bottom Quartile
Kotak Flexicap Fund - Growth 05-09-2009 7.2 Lower Middle Quartile 8.31 Upper Middle Quartile 16.36 Lower Middle Quartile
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 05-02-2015 7.13 Lower Middle Quartile 6.69 Lower Middle Quartile 15.34 Bottom Quartile
TRUSTMF Flexi Cap Fund-Regular Plan- Growth 20-04-2024 7.09 Lower Middle Quartile - - - -
BANDHAN Flexi Cap Fund - Regular Plan - Growth 14-09-2005 7.07 Lower Middle Quartile 6.37 Lower Middle Quartile 14.8 Bottom Quartile
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 6.51 Lower Middle Quartile 7.65 Lower Middle Quartile 28.36 Top Quartile
ICICI Prudential Flexicap Fund - Growth 07-07-2021 6.14 Lower Middle Quartile 4.03 Bottom Quartile 21.02 Upper Middle Quartile
Mirae Asset Flexi Cap Fund - Regular Plan - Growth 07-02-2023 5.86 Lower Middle Quartile 7.12 Lower Middle Quartile 17.16 Lower Middle Quartile
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth 23-08-2021 5.82 Lower Middle Quartile 6.24 Lower Middle Quartile 14.51 Bottom Quartile
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 5.14 Lower Middle Quartile 9.05 Upper Middle Quartile 27.62 Top Quartile
SBI Flexicap Fund - REGULAR PLAN -Growth Option 05-09-2005 4.31 Lower Middle Quartile 4.93 Bottom Quartile 14.1 Bottom Quartile
Union Flexi Cap Fund - Growth Option 10-06-2011 4.25 Lower Middle Quartile 3.91 Bottom Quartile 16.66 Lower Middle Quartile
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option 05-08-2021 4.04 Lower Middle Quartile 5.73 Lower Middle Quartile 15.29 Bottom Quartile
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option 17-08-2022 3.94 Bottom Quartile 5.44 Lower Middle Quartile 21.58 Upper Middle Quartile
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 2.36 Bottom Quartile 5.58 Lower Middle Quartile 25.71 Top Quartile
JM Flexicap Fund (Regular) - Growth option 23-09-2008 1.88 Bottom Quartile 7.32 Lower Middle Quartile 32.95 Top Quartile
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 1.4 Bottom Quartile 3.41 Bottom Quartile 17.18 Lower Middle Quartile
Navi Flexi Cap Fund - Regular Plan - Growth 02-07-2018 1.32 Bottom Quartile 3.16 Bottom Quartile 11.27 Bottom Quartile
LIC MF Flexi Cap Fund-Regular Plan-Growth 15-04-1993 -1.46 Bottom Quartile 1.67 Bottom Quartile 18.61 Lower Middle Quartile
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 -2.57 Bottom Quartile 5.07 Bottom Quartile 28.7 Top Quartile
NJ Flexi Cap Fund - Regular Plan - Growth Option 05-09-2023 -3.04 Bottom Quartile -4.53 Bottom Quartile 13.61 Bottom Quartile
Quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 -4.5 Bottom Quartile -2.15 Bottom Quartile 15.14 Bottom Quartile
Shriram Flexi Cap Fund - Regular Growth 05-09-2018 -7.76 Bottom Quartile -4.93 Bottom Quartile 15.9 Lower Middle Quartile
Samco Flexi Cap Fund - Regular Plan - Growth Option 05-02-2022 -17.22 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.

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.