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Concept Clarifier - Quartile Ranking Method

One way of measuring a mutual fund’s performance is by comparing with its peers in the category. Quartile rankings are a measure of how well a mutual fund has performed against all other funds in its category. Total funds in a category are divided into 4 groups and ranked in descending order:

• Top Quartile (Q1) – Top 25 per cent Funds of the category
• Upper Middle Quartile (Q2) – Next 25 per cent Funds (25 per cent-50 per cent)
• Lower Middle Quartile (Q3) – Next 25 per cent Funds (50 per cent-75 per cent)
• Lower Quartile (Q4) – Bottom 25 per cent Funds of the category

An Investor Education and Awareness Initiative by HSBC Mutual Fund

Visit https://grp.hsbc/KYC w.r.t. one-time Know Your Customer (KYC) process, complaints redressal process including SEBI SCORES (https://www.scores.gov.in). Investors should only deal with Registered Mutual Funds, to be verified on SEBI website under Intermediaries/Market Infrastructure Institutions (https://www.sebi.gov.in/intermediaries.html). Investors may refer to the section on ‘Investor Education’ on the website of HSBC Mutual Fund for the details on all ‘Investor Education and Awareness Initiatives’ undertaken by HSBC Mutual Fund.

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