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Performance Tracker
Debt Oriented Hybrid Speciality Funds
Speciality funds such as children plans, education plans, etc. investing predominantly in debt oriented securities will form part of this category.
Debt Oriented Hybrid Speciality Funds - Returns (in %) - as on Apr 24, 2014
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Dec 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Tata SIP Fund Series 3 (36 M) (G) Not Ranked
13.35 5.4 11.2 12.6 20.3 16.0 -- --
SBI Childrens Benefit - Direct Not Ranked
0.05 4.9 8.9 13.5 10.7 -- -- --
SBI Magnum Childrens Benefit Not Ranked
23.33 4.8 8.7 13.0 9.8 8.9 8.7 9.7
UTI CRTS 81 - Direct (G) Not Ranked
3.29 3.1 5.6 7.8 12.1 -- -- --
UTI CRTS 81(G) Not Ranked
335.01 3.1 5.5 7.6 11.8 11.6 10.4 13.0
UTI Childrens Career Bal - Direct Not Ranked
3.34 3.0 7.1 11.3 13.3 -- -- --
HDFC Childrens Gift - Direct (Sav) Not Ranked
0.41 3.0 5.4 9.9 11.2 -- -- --
UTI Childrens Career Balanced Not Ranked
2,782.53 3.0 7.1 11.2 13.2 11.6 8.8 12.1
HDFC Childrens Gift (Sav) Not Ranked
72.81 2.9 5.2 9.5 10.3 8.7 8.7 11.7
ICICI Pru CCP - Study Plan -Direct Not Ranked
0.30 2.5 6.7 12.5 17.3 -- -- --
ICICI Pru CCP - Study Plan Not Ranked
36.23 2.5 6.4 11.9 16.1 13.5 11.4 13.6
Quantum Multi Asset Fund Not Ranked
2.74 2.4 6.0 7.1 13.1 -- -- --
SBI EDGE Fund - Direct (G) Not Ranked
0.15 2.3 3.6 1.9 10.5 -- -- --
SBI EDGE Fund (G) Not Ranked
14.55 2.3 3.5 1.8 10.1 5.7 6.3 5.1
Union KBC AAF-Moderate -Direct (G) Not Ranked
0.15 2.1 4.2 4.3 9.0 -- -- --
Union KBC AAF - Moderate Plan (G) Not Ranked
34.90 2.1 4.0 3.9 8.3 -- -- --
UTI Mahila Unit Scheme - Direct (G) Not Ranked
0.45 2.0 4.5 6.4 8.1 -- -- --
UTI Mahila Unit Scheme (G) Not Ranked
200.96 1.9 4.5 6.2 7.7 7.9 5.6 9.0
Axis Triple Advantage - Direct (G) Not Ranked
1.54 1.9 4.4 4.0 10.1 -- -- --
Tata RSF - Conservative - Direct Not Ranked
0.04 1.8 4.0 5.8 10.2 -- -- --
Tata Retirement Sav. - Conservative Not Ranked
1.89 1.7 3.8 5.3 9.1 8.2 -- --
Morgan Stanley MAF B -Direct (G) Not Ranked
0.08 1.6 2.5 3.0 4.9 -- -- --
Morgan Stanley Multi Asset - B (G) Not Ranked
33.75 1.6 2.4 2.7 4.4 6.2 -- --
Axis Triple Advantage Fund (G) Not Ranked
787.34 1.5 3.8 3.2 8.8 7.8 7.8 --
Kotak Multi Asset Allocation (G) Not Ranked
99.35 1.4 3.0 4.3 4.2 7.0 7.1 --
Kotak Multi AAF - Direct (G) Not Ranked
0.10 1.4 3.0 4.4 4.6 -- -- --
Union KBC AAF-Conser. - Direct (G) Not Ranked
0.01 1.4 3.6 3.9 4.2 -- -- --
Peerless Child Plan - Direct (G) Not Ranked
0.10 1.4 2.2 3.0 8.0 -- -- --
Union KBC AAF - Conservative (G) Not Ranked
37.50 1.4 3.4 3.5 3.6 -- -- --
Peerless MF Child Plan (G) Not Ranked
14.20 1.3 2.0 2.5 6.9 6.5 7.9 --
Templeton (I) CAP Education Not Ranked
0.02 1.2 3.1 4.5 3.7 -- -- --
Templeton (I) CAP Education Not Ranked
1.72 1.2 3.0 4.3 3.4 5.8 5.4 6.6
Canara Robeco InDiGo - Direct (G) Not Ranked
2.80 0.9 1.5 1.5 7.1 -- -- --
Canara Robeco InDiGo Fund (G) Not Ranked
283.22 0.9 1.3 1.2 6.4 4.1 7.4 --
BNP Paribas Income & Gold -Dir (G) Not Ranked
0.03 0.8 1.1 -- 5.0 -- -- --
BNP Paribas Income & Gold Fund (G) Not Ranked
48.77 0.8 1.0 -0.3 4.7 -- -- --
CATEGORY AVERAGE 2.2 4.4 5.8 9.0 3.6 2.7 2.2

Note : Returns have been calculated based on NAV's as on Apr 24, 2014 & Index values as on Apr 23, 2014

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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