Mutual Fund Quartile Ranking


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Scheme Name Launch Date AUM (Crore) 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 YTD
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 82,675.24 Lower Mid Bottom Upper Mid Lower Mid Upper Mid Bottom Bottom Upper Mid Top Upper Mid Upper Mid Top
Quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 6,715.57 Top Upper Mid Upper Mid Top Bottom Bottom Top Top Top Upper Mid Bottom Lower Mid
ICICI Prudential Flexicap Fund - Growth 05-07-2021 18,170.98 Top Upper Mid Upper Mid Upper Mid
JM Flexicap Fund (Regular) - Growth option 23-09-2008 5,953.94 Upper Mid Bottom Top Upper Mid Lower Mid Top Lower Mid Upper Mid Top Top Top Bottom
Franklin India Flexi Cap Fund - Growth 29-09-1994 18,726.71 Top Upper Mid Upper Mid Bottom Upper Mid Bottom Upper Mid Top Top Upper Mid Upper Mid Upper Mid
Kotak Flexicap Fund - Growth 05-09-2009 53,631.00 Top Upper Mid Top Lower Mid Top Upper Mid Lower Mid Bottom Top Bottom Lower Mid Top
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 348.60 Bottom Lower Mid Bottom Lower Mid Bottom Bottom Bottom Bottom Upper Mid Lower Mid Lower Mid Lower Mid
Shriram Flexi Cap Fund - Regular Growth 05-09-2018 133.21 Bottom Lower Mid Bottom Upper Mid Lower Mid Lower Mid Bottom
Mahindra Manulife Flexi Cap Fund - Regular Plan -Growth 23-08-2021 1,509.80 Upper Mid Upper Mid Bottom Top
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 2,775.85 Bottom Top Upper Mid Lower Mid Lower Mid Upper Mid Upper Mid Upper Mid Upper Mid Lower Mid
SBI Flexicap Fund - REGULAR PLAN -Growth Option 05-09-2005 22,010.34 Upper Mid Top Upper Mid Upper Mid Lower Mid Upper Mid Lower Mid Lower Mid Upper Mid Bottom Bottom Lower Mid
Navi Flexi Cap Fund - Regular Plan - Growth 02-07-2018 251.75 Upper Mid Bottom Upper Mid Upper Mid Bottom Bottom Lower Mid
Nippon India Flexi Cap Fund - Regular Plan - Growth Plan - Growth Option 05-08-2021 9,096.50 Upper Mid Top Lower Mid Lower Mid
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 2,113.08 Top Lower Mid Top Top Bottom
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 22,955.82 Upper Mid Upper Mid Top Lower Mid Upper Mid Lower Mid Upper Mid Lower Mid Lower Mid Lower Mid Upper Mid Bottom
Union Flexi Cap Fund - Growth Option 10-06-2011 2,316.76 Bottom Bottom Lower Mid Bottom Upper Mid Upper Mid Upper Mid Top Lower Mid Lower Mid Lower Mid Upper Mid
BANDHAN Flexi Cap Fund - Regular Plan - Growth 14-09-2005 7,365.23 Top Top Bottom Upper Mid Bottom Lower Mid Bottom Lower Mid Lower Mid Lower Mid Bottom Top
Canara Robeco Flexicap Fund - Regular Plan - Growth Option 05-09-2003 13,303.82 Bottom Lower Mid Bottom Upper Mid Top Upper Mid Top Lower Mid Lower Mid Bottom Lower Mid Top
LIC MF Flexi Cap Fund-Regular Plan-Growth 15-04-1993 1,008.81 Bottom Bottom Lower Mid Bottom Lower Mid Top Bottom Bottom Lower Mid Upper Mid Upper Mid Bottom
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 13,671.41 Top Top Top Lower Mid Lower Mid Bottom Bottom Lower Mid Upper Mid Top Bottom
Tata Flexi Cap Fund -Regular Plan-Growth 05-08-2018 3,394.14 Lower Mid Lower Mid Bottom Bottom Lower Mid Bottom Top
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 11,677.09 Lower Mid Lower Mid Lower Mid Upper Mid Lower Mid Top Upper Mid Lower Mid Bottom Top Lower Mid Upper Mid
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 4,974.95 Upper Mid Bottom Upper Mid Top Bottom Bottom Upper Mid Upper Mid Bottom Top Top Lower Mid
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 05-02-2015 6,215.75 Bottom Lower Mid Bottom Lower Mid Top Top Bottom Bottom Lower Mid Upper Mid
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 115,037.70 Lower Mid Top Lower Mid Bottom Top Top Top Top Bottom Top Upper Mid Top
Axis Flexi Cap Fund - Regular Plan - Growth 10-11-2017 12,838.39 Top Top Upper Mid Lower Mid Bottom Bottom Upper Mid Upper Mid
UTI - Flexi Cap Fund-Growth Option 05-08-2005 25,510.91 Lower Mid Lower Mid Lower Mid Bottom Top Upper Mid Top Upper Mid Bottom Bottom Bottom Upper Mid
Helios Flexi Cap Fund - Regular Plan - Growth Option 13-11-2023 3,912.32 Top Bottom
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 1,183.26 Top Lower Mid
Invesco India Flexi Cap Fund - Growth 14-02-2022 3,651.32 Top Top Lower Mid
Bajaj Finserv Flexi Cap Fund -Regular Plan-Growth 16-08-2023 5,403.64 Top Top
360 ONE FLEXICAP FUND-REGULAR PLAN- GROWTH 07-06-2023 1,972.01 Top Bottom
Baroda BNP Paribas Flexi Cap Fund - Regular Plan - Growth Option 10-08-2022 1,246.96 Lower Mid Upper Mid Lower Mid
NJ Flexi Cap Fund - Regular Plan - Growth Option 05-09-2023 2,402.48 Bottom Bottom
WhiteOak Capital Flexi Cap Fund Regular Plan-Growth 05-08-2022 5,722.11 Top Upper Mid Upper Mid
Mirae Asset Flexi Cap Fund - Regular Plan - Growth 05-02-2023 3,012.19 Lower Mid Upper Mid
Sundaram Flexicap Fund Regular Growth 06-09-2022 2,068.68 Bottom Bottom Upper Mid
Samco Flexi Cap Fund - Regular Plan - Growth Option 05-02-2022 381.14 Lower Mid Bottom Bottom
TRUSTMF Flexi Cap Fund-Regular Plan- Growth 20-04-2024 1,107.43 Bottom

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.

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