Performance Synopsis

Performance Synopsis

Comprehensive Report of Quartile Rank Improvement by Fund Houses

March 2025 - February 2026

Comprehensive Report of Quartile Rank Improvement by Fund Houses

March 2025 - February 2026
No. of Equity Schemes Fund House Number of Schemes as per Quartile Ranks
4 +/- 3 +/- 2 +/- 1 +/-
5 360 ONE Mutual Fund 0 1 1 1 3 0 1 0
45 Aditya Birla Sun Life Mutual Fund 10 5 11 0 10 3 14 2
33 Axis Mutual Fund 3 1 11 1 8 0 11 0
9 Bajaj Finserv Mutual Fund 2 1 4 1 3 2 0 1
25 Bandhan Mutual Fund 4 2 10 3 3 3 8 2
14 Bank of India Mutual Fund 8 2 5 1 1 1 0 2
25 Baroda BNP Paribas Mutual Fund 7 3 8 1 8 3 2 1
15 Canara Robeco Mutual Fund 2 1 9 1 2 1 2 1
27 DSP BlackRock Mutual Fund 7 0 9 3 4 1 7 4
23 Edelweiss Mutual Fund 4 5 8 3 4 0 7 2
23 Franklin Templeton Mutual Fund 1 2 4 4 9 3 9 3
9 Groww Mutual Fund 1 0 2 0 5 1 1 1
34 HDFC Mutual Fund 7 3 10 0 10 1 7 2
4 Helios Mutual Fund 2 0 1 0 0 1 1 1
27 HSBC Mutual Fund 11 6 5 4 6 0 5 2
56 ICICI Prudential Mutual Fund 12 5 11 0 10 1 23 7
25 Invesco Mutual Fund 5 1 5 1 6 3 9 3
13 ITI Mutual Fund 4 2 4 1 3 1 2 0
9 JM Mutual Fund 0 0 1 0 6 4 2 4
35 Kotak Mahindra Mutual Fund 16 6 5 4 5 3 9 1
23 LIC Mutual Fund 6 5 3 5 13 7 1 6
17 Mahindra Mutual Fund 2 0 13 0 0 1 2 1
29 Mirae Asset Mutual Fund 10 0 4 0 3 0 12 2
19 Motilal Oswal Mutual Fund 4 4 3 0 1 7 11 4
7 Navi Mutual Fund 1 1 2 1 2 1 2 1
31 Nippon India Mutual Fund 8 2 8 0 9 0 6 2
4 NJ Mutual Fund 0 0 1 0 2 1 1 1
1 Old Bridge Mutual Fund 0 1 1 1 0 0 0 0
16 PGIM India Mutual Fund 0 0 6 1 5 1 5 2
5 PPFAS Mutual Fund 2 1 0 3 2 1 1 1
24 Quant Mutual Fund 5 3 3 1 6 2 10 6
10 Quantum Mutual Fund 0 1 1 1 3 0 6 0
8 Samco Mutual Fund 0 0 1 0 2 2 5 2
39 SBI Mutual Fund 7 2 9 1 12 1 11 2
6 Shriram Mutual Fund 0 0 0 0 5 0 1 0
22 Sundaram Mutual Fund 4 0 7 3 7 2 4 1
32 Tata Mutual Fund 5 0 6 2 12 2 9 0
7 Taurus Mutual Fund 0 0 0 0 3 0 4 0
2 TRUST Mutual Fund 1 0 0 0 1 0 0 0
19 Union Mutual Fund 7 2 9 1 1 2 2 1
29 UTI Mutual Fund 2 2 6 2 15 3 6 2
16 WhiteOak Capital Mutual Fund 3 5 6 2 5 2 2 2
1 Zerodha Mutual Fund 0 0 0 0 1 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.