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 4310.07 9.18 Top Quartile 3.53 Top Quartile 29.82 Top Quartile
WhiteOak Capital Multi Cap Fund Regular Plan Growth 22-09-2023 2405.4 3.74 Top Quartile 0.58 Top Quartile 12.74 Top Quartile
Mirae Asset Multicap Fund - Regular Plan - Growth 01-08-2023 4126.15 2.15 Top Quartile -1.79 Top Quartile 7.43 Top Quartile
Kotak Multicap Fund-Regular Plan-Growth 03-09-2021 20284.98 1.22 Top Quartile -4.02 Upper Middle Quartile 4.15 Lower Middle Quartile
Franklin India Multi Cap Fund - Growth 05-07-2024 4968.91 0.95 Top Quartile -3.04 Top Quartile - -
SBI Multicap Fund- Regular Plan- Growth Option 05-03-2022 22988.0 0.79 Top Quartile -1.76 Top Quartile 11.37 Top Quartile
Sundaram Multi Cap Fund (Formerly Known as Principal Multi Cap Growth Fund)-Growth Option 01-01-2013 2828.73 0.41 Top Quartile -4.43 Upper Middle Quartile 4.82 Lower Middle Quartile
PGIM India Multi Cap Fund - Regular Plan - Growth Option 10-09-2024 417.39 0.3 Upper Middle Quartile -3.56 Top Quartile - -
Canara Robeco Multi Cap Fund - Regular Plan - Growth Option 08-07-2023 4655.86 -0.07 Upper Middle Quartile -3.76 Upper Middle Quartile 7.69 Top Quartile
Axis Multicap Fund - Regular Plan - Growth 05-12-2021 8649.44 -0.39 Upper Middle Quartile -4.38 Upper Middle Quartile 8.69 Top Quartile
Nippon India Multi Cap Fund-Growth Plan-Growth Option 25-03-2005 46178.74 -0.46 Upper Middle Quartile -3.14 Top Quartile 5.88 Upper Middle Quartile
Union Multicap Fund - Regular Plan - Growth Option 19-12-2022 1274.59 -0.8 Upper Middle Quartile -5.2 Lower Middle Quartile 4.7 Lower Middle Quartile
LIC MF Multi Cap Fund-Regular Plan-Growth 31-10-2022 1715.77 -0.81 Upper Middle Quartile -4.77 Upper Middle Quartile 6.09 Upper Middle Quartile
Bank of India Multi Cap Fund Regular Plan - Growth 03-03-2023 891.27 -0.99 Lower Middle Quartile -5.67 Lower Middle Quartile 3.55 Bottom Quartile
ICICI Prudential Multicap Fund - Growth 01-10-1994 15442.73 -1.38 Lower Middle Quartile -6.14 Lower Middle Quartile 6.69 Upper Middle Quartile
HSBC Multi Cap Fund - Regular - Growth 05-01-2023 5033.17 -1.69 Lower Middle Quartile -4.79 Upper Middle Quartile 3.57 Lower Middle Quartile
BANDHAN MULTI CAP FUND - GROWTH - REGULAR PLAN 05-12-2021 2689.98 -2.01 Lower Middle Quartile -6.0 Lower Middle Quartile 4.43 Lower Middle Quartile
HDFC Multi Cap Fund - Growth Option 01-12-2021 18263.38 -2.65 Lower Middle Quartile -6.59 Bottom Quartile 3.6 Lower Middle Quartile
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth 05-05-2017 5719.59 -2.68 Lower Middle Quartile -6.67 Bottom Quartile 5.31 Upper Middle Quartile
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth 07-05-2021 6408.86 -2.96 Lower Middle Quartile -6.35 Lower Middle Quartile 4.86 Upper Middle Quartile
Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option 12-09-2003 2956.02 -3.17 Bottom Quartile -6.25 Lower Middle Quartile 3.39 Bottom Quartile
Edelweiss Multi Cap Fund - Regular Plan - Growth 26-10-2023 2940.02 -4.44 Bottom Quartile -7.74 Bottom Quartile 5.61 Upper Middle Quartile
DSP Multicap Fund - Regular - Growth 05-01-2024 2534.69 -4.48 Bottom Quartile -6.35 Lower Middle Quartile 3.66 Lower Middle Quartile
ITI Multi Cap Fund - Regular Plan - Growth Option 15-05-2019 1267.93 -4.63 Bottom Quartile -9.16 Bottom Quartile 0.41 Bottom Quartile
Invesco India Multicap Fund - Growth Option 17-03-2008 4083.62 -4.92 Bottom Quartile -7.83 Bottom Quartile 8.31 Top Quartile
Tata Multicap Fund - Regular Plan - Growth 05-02-2023 3101.23 -5.19 Bottom Quartile -8.87 Bottom Quartile -0.55 Bottom Quartile
quant Multi Cap Fund-GROWTH OPTION - Regular Plan 21-03-2001 9248.84 -10.33 Bottom Quartile -14.84 Bottom Quartile -8.98 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.