Mutual Fund Quartile Ranking Calculator: Find Top Performing Funds

Evaluating mutual funds based solely on raw percentage returns can lead to poor choices. Utilizing a mutual fund quartile ranking calculator like MyPlexus enables you to compare a fund's performance relative to its exact category peers over standardized periods, separating average performers from market leaders.

What is a Quartile Ranking?

A quartile ranking divides a peer group of mutual funds into four equal parts based on performance. The top 25% of funds are placed in Quartile 1 (top performers), the next 25% in Quartile 2, and so on. A fund that consistently remains in the first or second quartile over 1, 3, and 5 years demonstrates remarkable stability and strong management.

Why Raw Returns are Misleading

If a mid-cap fund gains 20% in a year, it might look great on paper. However, if the average mid-cap fund in that same category returned 25% that year, your fund actually underperformed its peers, placing it in the 3rd or 4th quartile. Our quartile calculator groups funds strictly by classification (e.g. large-cap, multi-cap, ELSS) to ensure meaningful, apples-to-apples comparisons.

How MyPlexus Computes Quartile Rankings

MyPlexus processes daily Net Asset Value (NAV) values to dynamically compute trailing returns. Our automated backend ranks every scheme against its category peers and charts their quartile migration over time. This makes it easy to see if a fund is declining in quality or maintaining its top-quartile status.

Analyze Your Schemes Today

Stop guessing which funds are the best. Use the quartile ranking tool on our platform to filter out underperforming managers. Sign up on MyPlexus to check your portfolio's quartile ranking now.