Performance Synopsis

Performance Synopsis

Comprehensive Report of Quartile Rank Improvement by Fund Houses

April 2024 - March 2025

Comprehensive Report of Quartile Rank Improvement by Fund Houses

April 2024 - March 2025
No. of Equity Schemes Fund House Number of Schemes as per Quartile Ranks
4 +/- 3 +/- 2 +/- 1 +/-
5 360 ONE Mutual Fund 2 1 3 2 0 1 0 0
43 Aditya Birla Sun Life Mutual Fund 9 1 10 1 13 1 11 1
31 Axis Mutual Fund 4 4 12 2 11 0 4 2
4 Bajaj Finserv Mutual Fund 1 0 2 0 1 1 0 0
23 Bandhan Mutual Fund 5 1 8 2 6 3 4 0
12 Bank of India Mutual Fund 0 0 5 3 5 1 2 1
20 Baroda BNP Paribas Mutual Fund 1 2 9 2 5 2 5 3
14 Canara Robeco Mutual Fund 2 0 9 2 3 1 0 0
26 DSP BlackRock Mutual Fund 13 0 5 1 5 2 3 1
22 Edelweiss Mutual Fund 3 0 8 1 10 2 1 0
22 Franklin Templeton Mutual Fund 4 1 6 4 8 4 4 1
5 Groww Mutual Fund 0 0 0 1 4 1 1 0
33 HDFC Mutual Fund 10 2 8 3 8 1 7 0
1 Helios Mutual Fund 0 0 1 0 0 0 0 0
26 HSBC Mutual Fund 4 0 11 4 5 4 6 1
53 ICICI Prudential Mutual Fund 13 2 14 1 13 3 13 0
22 Invesco Mutual Fund 8 1 8 2 5 2 1 1
12 ITI Mutual Fund 1 0 6 0 2 0 3 0
8 JM Mutual Fund 1 0 4 0 2 0 1 0
32 Kotak Mahindra Mutual Fund 6 2 9 3 11 1 6 3
21 LIC Mutual Fund 6 1 7 1 7 1 1 1
16 Mahindra Mutual Fund 0 1 10 3 2 1 4 0
24 Mirae Asset Mutual Fund 4 1 9 0 6 2 5 0
14 Motilal Oswal Mutual Fund 6 0 0 0 3 0 5 0
7 Navi Mutual Fund 0 0 4 0 3 0 0 0
31 Nippon India Mutual Fund 5 2 11 1 9 2 6 1
4 NJ Mutual Fund 0 0 0 0 4 0 0 0
1 Old Bridge Mutual Fund 1 1 0 1 0 0 0 0
13 PGIM India Mutual Fund 0 1 6 1 3 4 4 4
5 PPFAS Mutual Fund 5 2 0 1 0 0 0 0
24 Quant Mutual Fund 0 0 2 1 3 2 19 1
9 Quantum Mutual Fund 1 1 2 1 3 1 3 0
4 Samco Mutual Fund 1 1 0 1 1 0 2 0
35 SBI Mutual Fund 7 6 13 5 9 0 6 2
5 Shriram Mutual Fund 0 0 0 0 1 2 4 2
21 Sundaram Mutual Fund 1 1 12 2 5 2 3 1
31 Tata Mutual Fund 4 1 9 1 13 4 5 2
7 Taurus Mutual Fund 0 1 2 0 3 2 2 1
17 Union Mutual Fund 2 0 6 2 4 1 5 0
28 UTI Mutual Fund 9 2 9 1 6 1 4 2
11 WhiteOak Capital Mutual Fund 8 2 1 2 1 0 1 0
1 Zerodha Mutual Fund 0 0 1 0 0 0 0 0
Note
  • Quartile 4 represents the highest rank.
  • Quartile 1 represents the lowest rank.
  • Data showing for schemes that have completed 1 year.
  • (+/-) - It represents the number of schemes that have improved or declined in quartile rank based on return performance, compared to the previous month’s rank over the past 1 year.