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 4279.04 13.5 Top Quartile 29.82 Top Quartile - -
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 2256.56 4.4 Top Quartile 12.74 Top Quartile 12.58 Top Quartile
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 22411.05 1.25 Top Quartile 11.37 Top Quartile 15.48 Top Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 3967.9 1.24 Top Quartile 7.43 Top Quartile 7.29 Lower Middle Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 45881.41 0.12 Top Quartile 5.88 Upper Middle Quartile 10.06 Top Quartile
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 4552.72 -0.14 Top Quartile 7.69 Top Quartile 10.32 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 8332.55 -0.28 Top Quartile 8.69 Top Quartile 13.55 Top Quartile
Franklin India Multi Cap Fund - Growth 05-07-2024 4931.46 -0.53 Upper Middle Quartile - - - -
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 412.13 -0.79 Upper Middle Quartile - - - -
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2810.61 -1.03 Upper Middle Quartile 4.82 Lower Middle Quartile 9.64 Upper Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1649.79 -1.64 Upper Middle Quartile 6.09 Upper Middle Quartile 14.91 Top Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 4942.04 -2.38 Upper Middle Quartile 3.57 Lower Middle Quartile 6.25 Lower Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2924.08 -2.61 Upper Middle Quartile 3.39 Bottom Quartile 8.4 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 6636.08 -2.61 Upper Middle Quartile 4.86 Upper Middle Quartile 7.59 Lower Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 1147.82 -2.67 Lower Middle Quartile 4.7 Lower Middle Quartile 7.7 Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 15276.85 -2.89 Lower Middle Quartile 6.69 Upper Middle Quartile 9.03 Upper Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 902.47 -3.15 Lower Middle Quartile 3.55 Bottom Quartile 7.29 Lower Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 2450.01 -3.29 Lower Middle Quartile 3.66 Lower Middle Quartile 8.91 Upper Middle Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 19212.35 -3.32 Lower Middle Quartile 4.15 Lower Middle Quartile 4.79 Bottom Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 5614.93 -3.63 Lower Middle Quartile 5.31 Upper Middle Quartile 6.69 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 2725.12 -3.63 Lower Middle Quartile 4.43 Lower Middle Quartile 6.88 Lower Middle Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 2882.06 -3.88 Bottom Quartile 5.61 Upper Middle Quartile 9.5 Upper Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 18512.73 -3.9 Bottom Quartile 3.6 Lower Middle Quartile 6.87 Lower Middle Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 4041.83 -5.63 Bottom Quartile 8.31 Top Quartile 10.37 Top Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1261.16 -5.76 Bottom Quartile 0.41 Bottom Quartile -0.27 Bottom Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 3058.52 -7.24 Bottom Quartile -0.55 Bottom Quartile 0.48 Bottom Quartile
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 9238.7 -13.47 Bottom Quartile -8.98 Bottom Quartile -5.46 Bottom Quartile

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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.