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
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 188.948 11.53 Top Quartile 12.58 Top Quartile 28.35 Upper Middle Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 2054.857 10.13 Top Quartile 15.48 Top Quartile 25.75 Upper Middle Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 370.75100000000003 7.57 Top Quartile 7.29 Lower Middle Quartile 16.97 Bottom Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 777.0260000000001 7.52 Top Quartile 13.55 Top Quartile 31.95 Top Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 400.241 7.19 Upper Middle Quartile 10.38 Upper Middle Quartile 29.54 Top Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 1508.758 7.16 Upper Middle Quartile 9.03 Upper Middle Quartile 20.5 Bottom Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 156.416 6.69 Upper Middle Quartile 14.91 Top Quartile 31.97 Top Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 428.366 6.11 Upper Middle Quartile 10.32 Upper Middle Quartile 21.32 Lower Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 278.943 5.13 Upper Middle Quartile 9.51 Upper Middle Quartile 27.6 Upper Middle Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 277.207 4.47 Lower Middle Quartile 9.64 Upper Middle Quartile 19.3 Bottom Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 250.0 4.46 Lower Middle Quartile 6.88 Bottom Quartile 19.3 Bottom Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 540.4100000000001 4.27 Lower Middle Quartile 6.69 Bottom Quartile 23.23 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 4026.1 4.07 Lower Middle Quartile 10.07 Upper Middle Quartile 25.59 Upper Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 79.6 4.04 Lower Middle Quartile 7.29 Lower Middle Quartile 22.13 Lower Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 606.6 3.47 Bottom Quartile 7.59 Lower Middle Quartile 22.26 Lower Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 226.11399999999998 3.31 Bottom Quartile 8.91 Lower Middle Quartile - -
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 112.498 3.26 Bottom Quartile 7.7 Lower Middle Quartile 22.15 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 1662.5 2.94 Bottom Quartile 6.88 Bottom Quartile 20.68 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 284.05 2.47 Bottom Quartile 8.4 Lower Middle Quartile 31.44 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 1793.583 2.43 Bottom Quartile 4.79 Bottom Quartile 26.86 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 475.59700000000004 2.16 Bottom Quartile 6.25 Bottom Quartile 28.3 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 124.835 -0.22 Bottom Quartile -0.28 Bottom Quartile 20.01 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 306.95799999999997 -1.57 Bottom Quartile 0.48 Bottom Quartile 12.33 Bottom Quartile
Quant Active Fund-GROWTH OPTION - Regular Plan 21-03-2001 995.491 -10.91 Bottom Quartile -5.46 Bottom Quartile 11.74 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.