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
Motilal Oswal Multi Cap Fund Regular Plan Growth 18-06-2024 4603.13 10.68 Top Quartile 3.53 Top Quartile 29.82 Top Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 2638.72 10.52 Top Quartile 0.58 Top Quartile 12.74 Top Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 4388.81 9.38 Top Quartile -1.79 Top Quartile 7.43 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 21541.46 7.87 Top Quartile -4.02 Upper Middle Quartile 4.15 Lower Middle Quartile
Franklin India Multi Cap Fund - Growth 05-07-2024 5128.67 7.62 Top Quartile -3.04 Top Quartile - -
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 434.64 7.42 Top Quartile -3.56 Upper Middle Quartile - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2927.98 6.55 Top Quartile -4.43 Upper Middle Quartile 4.82 Upper Middle Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 4902.07 6.46 Upper Middle Quartile -3.76 Upper Middle Quartile 7.69 Top Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 23986.25 6.4 Upper Middle Quartile -1.76 Top Quartile 11.37 Top Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 6055.38 6.13 Upper Middle Quartile -6.67 Bottom Quartile 5.31 Upper Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 1335.77 6.06 Upper Middle Quartile -5.2 Lower Middle Quartile 4.7 Lower Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 909.49 5.66 Upper Middle Quartile -5.67 Lower Middle Quartile 3.55 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 18674.59 5.35 Upper Middle Quartile -6.59 Bottom Quartile 3.6 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 2727.7 5.17 Upper Middle Quartile -6.0 Lower Middle Quartile 4.43 Lower Middle Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 9163.94 4.75 Lower Middle Quartile -4.38 Upper Middle Quartile 8.69 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 47294.47 4.74 Lower Middle Quartile -3.14 Top Quartile 5.88 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 5267.74 4.35 Lower Middle Quartile -4.79 Upper Middle Quartile 3.57 Lower Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 16067.2 4.23 Lower Middle Quartile -6.14 Lower Middle Quartile 6.69 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 6502.24 4.19 Lower Middle Quartile -6.35 Lower Middle Quartile 4.86 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1796.57 4.04 Lower Middle Quartile -4.77 Upper Middle Quartile 6.09 Upper Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1325.85 3.67 Lower Middle Quartile -9.16 Bottom Quartile 0.41 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 3214.01 2.97 Bottom Quartile -8.87 Bottom Quartile -0.55 Bottom Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 3104.18 2.3 Bottom Quartile -7.74 Bottom Quartile 5.61 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 3108.17 2.05 Bottom Quartile -6.25 Lower Middle Quartile 3.39 Bottom Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 2627.88 1.17 Bottom Quartile -6.35 Lower Middle Quartile 3.66 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 4228.18 -0.53 Bottom Quartile -7.83 Bottom Quartile 8.31 Top Quartile
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 9365.51 -2.28 Bottom Quartile -14.84 Bottom Quartile -8.98 Bottom Quartile
Samco Multi Cap Fund - Regular Plan - Growth 30-10-2024 344.63 -6.95 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.

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