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 0 1 1 3 1 1 0
45 Aditya Birla Sun Life Mutual Fund 7 7 16 2 9 2 13 3
33 Axis Mutual Fund 3 1 12 1 9 1 9 1
9 Bajaj Finserv Mutual Fund 2 1 3 2 4 3 0 1
25 Bandhan Mutual Fund 6 2 8 3 3 1 8 2
14 Bank of India Mutual Fund 6 1 3 2 5 3 0 2
25 Baroda BNP Paribas Mutual Fund 3 0 11 2 8 1 3 1
15 Canara Robeco Mutual Fund 0 2 8 1 4 1 3 2
27 DSP BlackRock Mutual Fund 7 3 11 1 4 1 5 1
23 Edelweiss Mutual Fund 5 3 7 2 5 0 6 1
23 Franklin Templeton Mutual Fund 2 1 5 3 11 3 5 1
9 Groww Mutual Fund 1 0 2 2 4 3 2 1
34 HDFC Mutual Fund 7 5 11 1 9 2 7 2
4 Helios Mutual Fund 2 0 1 0 0 1 1 1
27 HSBC Mutual Fund 7 2 8 1 7 0 5 1
56 ICICI Prudential Mutual Fund 11 6 15 1 14 4 16 2
25 Invesco Mutual Fund 4 1 5 0 4 2 12 1
13 ITI Mutual Fund 4 1 1 2 5 2 3 1
9 JM Mutual Fund 0 0 2 1 3 1 4 0
35 Kotak Mahindra Mutual Fund 14 3 7 2 9 1 5 2
23 LIC Mutual Fund 0 0 8 1 10 5 5 3
17 Mahindra Mutual Fund 2 2 10 0 4 3 1 1
29 Mirae Asset Mutual Fund 6 4 8 4 2 1 13 1
19 Motilal Oswal Mutual Fund 3 2 2 1 4 5 10 3
7 Navi Mutual Fund 1 1 3 0 1 1 2 0
31 Nippon India Mutual Fund 7 1 11 0 7 1 6 0
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 5 1 4 1 7 0
5 PPFAS Mutual Fund 3 2 1 2 0 1 1 1
24 Quant Mutual Fund 5 3 2 0 7 1 10 4
10 Quantum Mutual Fund 0 1 1 1 1 2 8 2
8 Samco Mutual Fund 0 0 0 1 4 2 4 1
39 SBI Mutual Fund 8 5 10 4 14 2 7 1
6 Shriram Mutual Fund 0 0 1 1 4 1 1 0
22 Sundaram Mutual Fund 3 1 8 2 6 2 5 1
32 Tata Mutual Fund 3 3 10 3 9 3 10 3
7 Taurus Mutual Fund 0 0 0 0 4 1 3 1
2 TRUST Mutual Fund 0 1 1 1 1 0 0 0
19 Union Mutual Fund 4 0 11 0 3 1 1 1
29 UTI Mutual Fund 2 2 6 2 14 3 7 2
16 WhiteOak Capital Mutual Fund 5 3 4 3 7 7 0 0
1 Zerodha Mutual Fund 0 0 0 0 0 0 1 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.