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Quartile Ranking Comparison

The document provides portfolio quartile rankings for various mutual fund categories over 1 year, 3 year and 5 year trailing periods. Across the different time periods, funds are ranked in quartiles from top to bottom based on their returns within their respective categories. Some funds consistently ranked in the top quartile while others were more varied in middle and lower quartiles over the periods shown.

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Armstrong Capital
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88 views18 pages

Quartile Ranking Comparison

The document provides portfolio quartile rankings for various mutual fund categories over 1 year, 3 year and 5 year trailing periods. Across the different time periods, funds are ranked in quartiles from top to bottom based on their returns within their respective categories. Some funds consistently ranked in the top quartile while others were more varied in middle and lower quartiles over the periods shown.

Uploaded by

Armstrong Capital
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Fund Name

SBI Contra Direct Gr


HDFC Credit Risk Debt Dir Gr
ICICI Pru Credit Risk Dir Gr
ICICI Pru India Opports Dir Gr
PGIM India Flexi Cap Dir Gr
Quant Flexi Cap Dir Gr
Axis Focused 25 Dir Gr
Axis Nifty 100 Index Dir Gr
DSP US Flexible Equity Dir Gr
Kotak NASDAQ 100 Fund of Fund Dir Gr
Mirae Ast Glb X Art Int&Tch ETF FoF DrGr
PGIM India Global Eq Opp Dir Gr
Axis CRSL IBX SDL May2027 Idx Dir Gr
SBI CPSE B P SDL Sep 26 50:50 Dir Gr
Axis Growth Opportunities Dir Gr
Mirae Asset Large Cap Dir Gr
Mirae Asset Savings Dir Gr
Kotak Emerging Equity Reg Gr
Mirae Asset Midcap Dir Gr
PGIM India Midcap Opps Fund Dir Gr
Mahindra Manu MultiCap Badhat Yjn Dir Gr
ICICI Pru Banking & Fin Svcs Dir Gr
Mirae Asset Healthcare Reg Gr
HDFC Gold Dir Gr
Kotak Gold Dir Gr
SBI Gold Dir Gr
ICICI Pru Technology Dir Gr
Bank of India Small Cap Dir Gr
Canara Robeco Small Cap Dir Gr
Kotak Small Cap Dir Gr
Quant Small Cap Dir Gr

Fund Name
SBI Contra Direct Gr
HDFC Credit Risk Debt Dir Gr
ICICI Pru Credit Risk Dir Gr
ICICI Pru India Opports Dir Gr
PGIM India Flexi Cap Dir Gr
Quant Flexi Cap Dir Gr
Axis Focused 25 Dir Gr
Axis Nifty 100 Index Dir Gr
DSP US Flexible Equity Dir Gr
Kotak NASDAQ 100 Fund of Fund Dir Gr
Mirae Ast Glb X Art Int&Tch ETF FoF DrGr
PGIM India Global Eq Opp Dir Gr
Axis CRSL IBX SDL May2027 Idx Dir Gr
SBI CPSE B P SDL Sep 26 50:50 Dir Gr
Axis Growth Opportunities Dir Gr
Mirae Asset Large Cap Dir Gr
Mirae Asset Savings Dir Gr
Kotak Emerging Equity Reg Gr
Mirae Asset Midcap Dir Gr
PGIM India Midcap Opps Fund Dir Gr
Mahindra Manu MultiCap Badhat Yjn Dir Gr
ICICI Pru Banking & Fin Svcs Dir Gr
Mirae Asset Healthcare Reg Gr
HDFC Gold Dir Gr
Kotak Gold Dir Gr
SBI Gold Dir Gr
ICICI Pru Technology Dir Gr
Bank of India Small Cap Dir Gr
Canara Robeco Small Cap Dir Gr
Kotak Small Cap Dir Gr
Quant Small Cap Dir Gr

Fund Name
SBI Contra Direct Gr
HDFC Credit Risk Debt Dir Gr
ICICI Pru Credit Risk Dir Gr
ICICI Pru India Opports Dir Gr
PGIM India Flexi Cap Dir Gr
Quant Flexi Cap Dir Gr
Axis Focused 25 Dir Gr
Axis Nifty 100 Index Dir Gr
DSP US Flexible Equity Dir Gr
Kotak NASDAQ 100 Fund of Fund Dir Gr
Mirae Ast Glb X Art Int&Tch ETF FoF DrGr
PGIM India Global Eq Opp Dir Gr
Axis CRSL IBX SDL May2027 Idx Dir Gr
SBI CPSE B P SDL Sep 26 50:50 Dir Gr
Axis Growth Opportunities Dir Gr
Mirae Asset Large Cap Dir Gr
Mirae Asset Savings Dir Gr
Kotak Emerging Equity Reg Gr
Mirae Asset Midcap Dir Gr
PGIM India Midcap Opps Fund Dir Gr
Mahindra Manu MultiCap Badhat Yjn Dir Gr
ICICI Pru Banking & Fin Svcs Dir Gr
Mirae Asset Healthcare Reg Gr
HDFC Gold Dir Gr
Kotak Gold Dir Gr
SBI Gold Dir Gr
ICICI Pru Technology Dir Gr
Bank of India Small Cap Dir Gr
Canara Robeco Small Cap Dir Gr
Kotak Small Cap Dir Gr
Quant Small Cap Dir Gr

Fund Name
SBI Contra Direct Gr
HDFC Credit Risk Debt Dir Gr
ICICI Pru Credit Risk Dir Gr
ICICI Pru India Opports Dir Gr
PGIM India Flexi Cap Dir Gr
Quant Flexi Cap Dir Gr
Axis Focused 25 Dir Gr
Axis Nifty 100 Index Dir Gr
DSP US Flexible Equity Dir Gr
Kotak NASDAQ 100 Fund of Fund Dir Gr
Mirae Ast Glb X Art Int&Tch ETF FoF DrGr
PGIM India Global Eq Opp Dir Gr
Axis CRSL IBX SDL May2027 Idx Dir Gr
SBI CPSE B P SDL Sep 26 50:50 Dir Gr
Axis Growth Opportunities Dir Gr
Mirae Asset Large Cap Dir Gr
Mirae Asset Savings Dir Gr
Kotak Emerging Equity Reg Gr
Mirae Asset Midcap Dir Gr
PGIM India Midcap Opps Fund Dir Gr
Mahindra Manu MultiCap Badhat Yjn Dir Gr
ICICI Pru Banking & Fin Svcs Dir Gr
Mirae Asset Healthcare Reg Gr
HDFC Gold Dir Gr
Kotak Gold Dir Gr
SBI Gold Dir Gr
ICICI Pru Technology Dir Gr
Bank of India Small Cap Dir Gr
Canara Robeco Small Cap Dir Gr
Kotak Small Cap Dir Gr
Quant Small Cap Dir Gr
Portfolio Quartile Ranking
Date Feb-22

1 Year Trailing Returns


Category
Quarter 1 Quarter 2
Contra Top Quartile Top Quartile
Credit Risk Lower Middle Quartile Lower Middle Quartile
Credit Risk Upper Middle Quartile Upper Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Flexi Cap Bottom Quartile Bottom Quartile
Flexi Cap Top Quartile Top Quartile
Focused Bottom Quartile Bottom Quartile
Index Funds Lower Middle Quartile Upper Middle Quartile
Gobal Upper Middle Quartile Upper Middle Quartile
Gobal Lower Middle Quartile Bottom Quartile
Gobal - -
Gobal Bottom Quartile Bottom Quartile
Index- Fixed Income - -
Index- Fixed Income - -
Large and Mid Cap Bottom Quartile Bottom Quartile
Large Cap Upper Middle Quartile Lower Middle Quartile
Low Duration Fund Upper Middle Quartile Top Quartile
Mid Cap Top Quartile Top Quartile
Mid Cap Upper Middle Quartile Top Quartile
Mid Cap Lower Middle Quartile Lower Middle Quartile
Multi Cap Upper Middle Quartile Lower Middle Quartile
Sectoral/Thematic Upper Middle Quartile Lower Middle Quartile
Sectoral/Thematic Top Quartile Lower Middle Quartile
Sectoral/Thematic Upper Middle Quartile Top Quartile
Sectoral/Thematic Bottom Quartile Bottom Quartile
Sectoral/Thematic Upper Middle Quartile Top Quartile
Sectoral/Thematic Lower Middle Quartile Lower Middle Quartile
Small Cap Upper Middle Quartile Lower Middle Quartile
Small Cap Top Quartile Top Quartile
Small Cap Lower Middle Quartile Bottom Quartile
Small Cap Lower Middle Quartile Top Quartile

3 Year Trailing Returns


Category
Quarter 1 Quarter 2
Contra Top Quartile Top Quartile
Credit Risk Top Quartile Top Quartile
Credit Risk Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Flexi Cap Top Quartile Top Quartile
Flexi Cap Top Quartile Top Quartile
Focused Bottom Quartile Bottom Quartile
Index Funds - Top Quartile
Gobal Top Quartile Top Quartile
Gobal - -
Gobal - -
Gobal Top Quartile Upper Middle Quartile
Index- Fixed Income - -
Index- Fixed Income - -
Large and Mid Cap Top Quartile Top Quartile
Large Cap Upper Middle Quartile Upper Middle Quartile
Low Duration Fund Lower Middle Quartile Lower Middle Quartile
Mid Cap Top Quartile Top Quartile
Mid Cap Top Quartile Top Quartile
Mid Cap Top Quartile Top Quartile
Multi Cap Top Quartile Top Quartile
Sectoral/Thematic Upper Middle Quartile Lower Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Upper Middle Quartile Upper Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Small Cap Top Quartile Top Quartile
Small Cap Top Quartile Top Quartile
Small Cap Top Quartile Upper Middle Quartile
Small Cap Top Quartile Top Quartile

5 Year Trailing Returns


Category
Quarter 1 Quarter 2
Contra Top Quartile Upper Middle Quartile
Credit Risk Top Quartile Top Quartile
Credit Risk Top Quartile Top Quartile
Sectoral/Thematic - -
Flexi Cap Top Quartile Top Quartile
Flexi Cap Top Quartile
Focused Lower Middle Quartile Lower Middle Quartile
Index Funds - -
Gobal Top Quartile Top Quartile
Gobal - -
Gobal - -
Gobal Top Quartile Top Quartile
Index- Fixed Income - #NAME?
Index- Fixed Income - -
Large and Mid Cap - -
Large Cap Top Quartile Top Quartile
Low Duration Fund Lower Middle Quartile Lower Middle Quartile
Mid Cap Top Quartile Top Quartile
Mid Cap - -
Mid Cap Top Quartile Top Quartile
Multi Cap Top Quartile Top Quartile
Sectoral/Thematic Lower Middle Quartile Lower Middle Quartile
Sectoral/Thematic - -
Sectoral/Thematic Upper Middle Quartile Upper Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Small Cap - -
Small Cap - -
Small Cap Top Quartile Top Quartile
Small Cap Top Quartile Top Quartile

10 Year Trailing Returns


Category Quarter 1 Quarter 2
Contra Top Quartile Top Quartile
Credit Risk - -
Credit Risk Top Quartile Top Quartile
Sectoral/Thematic - -
Flexi Cap - -
Flexi Cap Top Quartile Top Quartile
Focused Lower Middle Quartile Upper Middle Quartile
Index Funds - -
Gobal Top Quartile Top Quartile
Gobal - -
Gobal - -
Gobal Top Quartile Upper Middle Quartile
Index- Fixed Income - -
Index- Fixed Income - -
Large and Mid Cap - -
Large Cap Top Quartile Top Quartile
Low Duration Fund Lower Middle Quartile Lower Middle Quartile
Mid Cap
Mid Cap - -
Mid Cap Top Quartile Top Quartile
Multi Cap - -
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic - -
Sectoral/Thematic Top Quartile Upper Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Sectoral/Thematic Top Quartile Top Quartile
Small Cap - -
Small Cap - -
Small Cap Upper Middle Quartile Upper Middle Quartile
Small Cap Bottom Quartile Bottom Quartile
anking

Returns
Quarter 3
Top Quartile
Lower Middle Quartile
Upper Middle Quartile
Top Quartile
Bottom Quartile
Top Quartile
Bottom Quartile
Lower Middle Quartile
Top Quartile
Lower Middle Quartile
-
Bottom Quartile
Lower Middle Quartile
Lower Middle Quartile
Bottom Quartile
Upper Middle Quartile
Top Quartile
Top Quartile
Lower Middle Quartile
Top Quartile
Lower Middle Quartile
Lower Middle Quartile
Bottom Quartile
Upper Middle Quartile
Upper Middle Quartile
Upper Middle Quartile
Bottom Quartile
Lower Middle Quartile
Upper Middle Quartile
Bottom Quartile
Top Quartile

Returns
Quarter 3
Top Quartile
Upper Middle Quartile
Upper Middle Quartile
Top Quartile
Top Quartile
Top Quartile
Bottom Quartile
Lower Middle Quartile
Top Quartile
-
-
Lower Middle Quartile
-
-
Upper Middle Quartile
Upper Middle Quartile
Upper Middle Quartile
Top Quartile
Top Quartile
Top Quartile
Top Quartile
Upper Middle Quartile
Top Quartile
Top Quartile
Top Quartile
Upper Middle Quartile
Top Quartile
Top Quartile
Top Quartile
Upper Middle Quartile
Top Quartile

Returns
Quarter 3
Top Quartile
Top Quartile
Top Quartile
-
Top Quartile
Top Quartile
Lower Middle Quartile
-
Top Quartile
-
-
Top Quartile
-
-
-
Top Quartile
Lower Middle Quartile
Top Quartile
-
Top Quartile
Top Quartile
Upper Middle Quartile
-
Upper Middle Quartile
Top Quartile
Top Quartile
Top Quartile
-
-
Top Quartile
Top Quartile

Returns
Quarter 3
Top Quartile
-
Top Quartile
-
-
Top Quartile
Upper Middle Quartile
-
Top Quartile
-
-
Top Quartile
-
-
-
Top Quartile
Lower Middle Quartile

-
Top Quartile
-
Top Quartile
-
Top Quartile
Top Quartile
Top Quartile
Top Quartile
-
-
Upper Middle Quartile
Bottom Quartile
Fund Name
SBI Contra Direct Gr
HDFC Credit Risk Debt Dir Gr
ICICI Pru Credit Risk Dir Gr
ICICI Pru India Opports Dir Gr
PGIM India Flexi Cap Dir Gr
Quant Flexi Cap Dir Gr
Axis Focused 25 Dir Gr
Axis Nifty 100 Index Dir Gr
DSP US Flexible Equity Dir Gr
Kotak NASDAQ 100 Fund of Fund Dir Gr
Mirae Ast Glb X Art Int&Tch ETF FoF DrGr
PGIM India Global Eq Opp Dir Gr
Axis CRSL IBX SDL May2027 Idx Dir Gr
SBI CPSE B P SDL Sep 26 50:50 Dir Gr
Axis Growth Opportunities Dir Gr
Mirae Asset Large Cap Dir Gr
Mirae Asset Savings Dir Gr
Kotak Emerging Equity Reg Gr
Mirae Asset Midcap Dir Gr
PGIM India Midcap Opps Fund Dir Gr
Mahindra Manu MultiCap Badhat Yjn Dir Gr
ICICI Pru Banking & Fin Svcs Dir Gr
Mirae Asset Healthcare Reg Gr
HDFC Gold Dir Gr
Kotak Gold Dir Gr
SBI Gold Dir Gr
ICICI Pru Technology Dir Gr
Bank of India Small Cap Dir Gr
Canara Robeco Small Cap Dir Gr
Kotak Small Cap Dir Gr
Quant Small Cap Dir Gr
1 Year Trailing Returns
Category
Quarter 1 Quarter 2
Contra Top Quartile Top Quartile
Credit Risk Lower Middle Quartile Lower Middle Quartile
Credit Risk Upper Middle Quartile Upper Middle Quartile
Sectoral/Thematic Top Quartile Top Quartile
Flexi Cap Bottom Quartile Bottom Quartile
Flexi Cap Top Quartile Top Quartile
Focused Bottom Quartile Bottom Quartile
Index Funds Lower Middle Quartile Upper Middle Quartile
Gobal Upper Middle Quartile Upper Middle Quartile
Gobal Lower Middle Quartile Bottom Quartile
Gobal - -
Gobal Bottom Quartile Bottom Quartile
Index- Fixed Income - -
Index- Fixed Income - -
Large and Mid Cap Bottom Quartile Bottom Quartile
Large Cap Upper Middle Quartile Lower Middle Quartile
Low Duration Fund Upper Middle Quartile Top Quartile
Mid Cap Top Quartile Top Quartile
Mid Cap Upper Middle Quartile Top Quartile
Mid Cap Lower Middle Quartile Lower Middle Quartile
Multi Cap Upper Middle Quartile Lower Middle Quartile
Sectoral/Thematic Upper Middle Quartile Lower Middle Quartile
Sectoral/Thematic Top Quartile Lower Middle Quartile
Sectoral/Thematic Upper Middle Quartile Top Quartile
Sectoral/Thematic Bottom Quartile Bottom Quartile
Sectoral/Thematic Upper Middle Quartile Top Quartile
Sectoral/Thematic Lower Middle Quartile Lower Middle Quartile
Small Cap Upper Middle Quartile Lower Middle Quartile
Small Cap Top Quartile Top Quartile
Small Cap Lower Middle Quartile Bottom Quartile
Small Cap Lower Middle Quartile Top Quartile
Portfolio Quartile Ra

Returns 3 Year Trailing Returns


Quarter 3 Quarter 1
Top Quartile Top Quartile
Lower Middle Quartile Top Quartile
Upper Middle Quartile Top Quartile
Top Quartile Top Quartile
Bottom Quartile Top Quartile
Top Quartile Top Quartile
Bottom Quartile Bottom Quartile
Lower Middle Quartile -
Top Quartile Top Quartile
Lower Middle Quartile -
- -
Bottom Quartile Top Quartile
Lower Middle Quartile -
Lower Middle Quartile -
Bottom Quartile Top Quartile
Upper Middle Quartile Upper Middle Quartile
Top Quartile Lower Middle Quartile
Top Quartile Top Quartile
Lower Middle Quartile Top Quartile
Top Quartile Top Quartile
Lower Middle Quartile Top Quartile
Lower Middle Quartile Upper Middle Quartile
Bottom Quartile Top Quartile
Upper Middle Quartile Top Quartile
Upper Middle Quartile Upper Middle Quartile
Upper Middle Quartile Top Quartile
Bottom Quartile Top Quartile
Lower Middle Quartile Top Quartile
Upper Middle Quartile Top Quartile
Bottom Quartile Top Quartile
Top Quartile Top Quartile
folio Quartile Ranking

3 Year Trailing Returns


Quarter 2 Quarter 3
Top Quartile Top Quartile
Top Quartile Upper Middle Quartile
Top Quartile Upper Middle Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Bottom Quartile Bottom Quartile
Top Quartile Lower Middle Quartile
Top Quartile Top Quartile
- -
- -
Upper Middle Quartile Lower Middle Quartile
- -
- -
Top Quartile Upper Middle Quartile
Upper Middle Quartile Upper Middle Quartile
Lower Middle Quartile Upper Middle Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Lower Middle Quartile Upper Middle Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Upper Middle Quartile Top Quartile
Top Quartile Upper Middle Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Upper Middle Quartile Upper Middle Quartile
Top Quartile Top Quartile
5 Year Trailing Returns
Quarter 1 Quarter 2
Top Quartile Upper Middle Qaurtile
Top Quartile Top Quartile
Top Quartile Top Quartile
- -
Top Quartile Top Quartile
Top Quartile
Lower Middle Quartile Lower Middle Quartile
- -
Top Quartile Top Quartile
- -
- -
Top Quartile Top Quartile
- -
- -
- -
Top Quartile Top Quartile
Lower Middle Quartile Lower Middle Quartile
Top Quartile Top Quartile
- -
Top Quartile Top Quartile
Top Quartile Top Quartile
Lower Middle Quartile Lower Middle Quartile
- -
Upper Middle Quartile Upper Middle Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
- -
- -
Top Quartile Top Quartile
Top Quartile Top Quartile
Returns 10 Year Trailing Returns
Quarter 3 Quarter 1
Top Quartile Top Quartile
Top Quartile -
Top Quartile Top Quartile
- -
Top Quartile -
Top Quartile Top Quartile
Lower Middle Quartile Lower Middle Quartile
- -
Top Quartile Top Quartile
- -
- -
Top Quartile Top Quartile
- -
- -
- -
Top Quartile Top Quartile
Lower Middle Quartile Lower Middle Quartile
Top Quartile
- -
Top Quartile Top Quartile
Top Quartile -
Upper Middle Quartile Top Quartile
- -
Upper Middle Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
- -
- -
Top Quartile Upper Middle Quartile
Top Quartile Bottom Quartile
10 Year Trailing Returns
Quarter 2 Quarter 3
Top Quartile Top Quartile
- -
Top Quartile Top Quartile
- -
- -
Top Quartile Top Quartile
Upper Middle Quartile Upper Middle Quartile
- -
Top Quartile Top Quartile
- -
- -
Upper Middle Quartile Top Quartile
- -
- -
- -
Top Quartile Top Quartile
Lower Middle Quartile Lower Middle Quartile

- -
Top Quartile Top Quartile
- -
Top Quartile Top Quartile
- -
Upper Middle Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
Top Quartile Top Quartile
- -
- -
Upper Middle Quartile Upper Middle Quartile
Bottom Quartile Bottom Quartile

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