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Top Consistent Mutual Fund Performers

Quartile rankings are a measure of how well a mutual fund has performed against all other funds in its category. The rankings range from "Top Quartile" to "Bottom Quartile" for each year over the last 5 years. The Quartile rankings for each year are compiled by sorting the funds based on descending order of returns in that year. Funds in the top 25% are assigned the ranking of "Top Quartile", the next 25% are assigned a ranking of "Upper Middle Quartile", the next 25% after that are assigned a ranking of "Lower Middle Quartile" and the lowest 25% are assigned the ranking of "Bottom Quartile". While, the current quartile ranking of a mutual fund scheme is important, for long term investors the consistency of performance is equally, if not more, important.

To identify most consistent performers in a particular category, we have looked at annual quartile ranking of funds over the last 5 years and assigned consistency scores to funds based on the quartile ranks. Funds which have been consistently in the top 2 quartiles have got the highest consistency scores. Funds which were in the lower quartiles in any year in the last 5 years, got lower consistency scores. If two funds got the same consistency score, we looked at current year performance to rank them in descending order.

Scheme Name 2015 Return (%) / Rank 2016 Return (%) / Rank 2017 Return (%) / Rank 2018 Return (%) / Rank 2019 YTD Return (%) / Rank
Kotak Standard Multicap Fund - Growth 2.96
Upper Middle Quartile
9.44
Top Quartile
34.31
Lower Middle Quartile
-0.88
Top Quartile
2.52
Top Quartile
SBI Magnum Multicap Fund - Regular Plan -Growth Option 9.81
Top Quartile
5.82
Upper Middle Quartile
36.98
Upper Middle Quartile
-5.51
Lower Middle Quartile
3.78
Top Quartile
DSP Equity Fund - Regular Plan - Growth -0.74
Lower Middle Quartile
4.05
Upper Middle Quartile
40.04
Upper Middle Quartile
-7.49
Lower Middle Quartile
5.5
Top Quartile
Aditya Birla Sun Life Equity Fund - Growth - Regular Plan 2.93
Upper Middle Quartile
15.21
Top Quartile
33.51
Lower Middle Quartile
-4.09
Upper Middle Quartile
-1.76
Lower Middle Quartile
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 8.94
Top Quartile
3.28
Lower Middle Quartile
29.36
Bottom Quartile
-0.43
Top Quartile
7.95
Top Quartile
BNP PARIBAS MULTI CAP Fund-Growth Option 6.66
Top Quartile
1.89
Lower Middle Quartile
42.58
Top Quartile
-11.95
Bottom Quartile
2.25
Upper Middle Quartile
ICICI Prudential Multicap Fund - Growth 3.08
Upper Middle Quartile
10.14
Top Quartile
28.01
Bottom Quartile
0.21
Top Quartile
-1.52
Lower Middle Quartile
HDFC Equity Fund - Growth Option -5.09
Bottom Quartile
7.26
Top Quartile
36.86
Upper Middle Quartile
-3.53
Upper Middle Quartile
0.24
Lower Middle Quartile
Franklin India Equity Fund - Growth 4.38
Upper Middle Quartile
4.98
Upper Middle Quartile
30.63
Lower Middle Quartile
-4.38
Upper Middle Quartile
-4.06
Bottom Quartile
Principal Multi Cap Growth Fund-Growth Option 2.76
Upper Middle Quartile
6.41
Top Quartile
48.73
Top Quartile
-8.67
Lower Middle Quartile
-5.27
Bottom Quartile