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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 Dec 09, 2016
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Oct 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Tata SIP Fund Series 3 (36 M) (G) Not Ranked
1.61 -1.2 6.0 25.6 38.3 24.1 19.7 --
SBI Childrens Benefit - Direct Not Ranked
1.09 0.8 2.2 9.5 19.9 12.8 19.3 --
SBI Magnum Childrens Benefit Not Ranked
33.25 0.7 2.0 9.1 19.1 11.9 18.4 13.8
Reliance RF -Income Generation - DP (G) Not Ranked
9.58 1.3 2.1 10.6 15.0 -- -- --
HDFC Childrens Gift-Saving -Direct Not Ranked
4.64 0.6 1.6 8.7 14.5 10.3 15.3 --
Tata RSF - Conservative - Direct Not Ranked
1.97 -0.1 0.4 8.1 14.3 10.6 14.1 --
UTI Childrens Career Bal - Direct Not Ranked
29.52 -- -- 7.2 13.6 9.4 16.3 --
HDFC Childrens Gift (Sav) Not Ranked
95.14 0.5 1.4 8.3 13.5 9.3 14.4 11.7
ICICI Pru CCP - Study Plan -Direct Not Ranked
20.05 0.4 1.2 8.3 13.5 12.3 18.9 --
UTI Childrens Career Balanced Not Ranked
3,498.24 -- -- 7.2 13.4 9.3 16.2 13.9
Quantum Multi Asset Fund Not Ranked
15.53 -0.4 -1.1 5.2 13.4 7.3 10.2 --
Reliance RF -Income Generation (G) Not Ranked
120.64 1.1 1.7 9.8 13.3 -- -- --
Kotak Multi AAF - Direct (G) Not Ranked
0.61 -0.6 0.5 6.4 13.3 8.2 10.2 --
UTI CRTS 81 - Direct (G) Not Ranked
35.87 0.4 1.1 7.3 13.0 8.4 13.0 --
ICICI Pru CCP - Study Plan Not Ranked
65.70 0.3 1.1 8.1 13.0 11.6 18.0 16.1
Tata Retirement Sav. - Conservative Not Ranked
80.65 -0.2 -- 7.3 12.8 9.2 12.7 10.7
UTI CRTS 81(G) Not Ranked
442.79 0.4 1.0 7.1 12.6 8.0 12.5 13.0
Union KBC AAF-Conser. - Direct (G) Not Ranked
0.02 -0.4 0.7 6.0 11.4 -- -- --
Peerless 3 in 1 Fund - Direct (G) Not Ranked
9.87 -1.5 -1.0 3.6 11.0 8.1 9.0 --
Kotak Multi Asset Allocation - RP (G) Not Ranked
24.19 -0.8 -0.1 5.2 10.8 6.5 8.9 8.0
Union KBC AAF - Conservative (G) Not Ranked
23.74 -0.5 0.5 5.6 10.7 -- -- --
UTI Mahila Unit Scheme - Direct (G) Not Ranked
1.82 -- -0.4 5.0 10.6 7.9 12.4 --
UTI Mahila Unit Scheme (G) Not Ranked
192.19 -- -0.5 4.8 10.2 7.6 12.0 10.1
Axis Triple Advantage - Direct (G) Not Ranked
2.81 -4.8 -5.1 2.2 10.1 5.1 9.0 --
Union KBC AAF-Moderate -Direct (G) Not Ranked
0.73 -1.6 -2.5 2.8 9.9 4.5 8.4 --
Peerless 3 in 1 Fund (G) Not Ranked
15.36 -1.7 -1.4 2.8 9.3 6.6 7.7 7.4
Union KBC AAF - Moderate Plan (G) Not Ranked
48.26 -1.6 -2.6 2.5 9.2 3.8 7.6 --
Axis Triple Advantage Fund (G) Not Ranked
364.20 -4.8 -5.3 1.6 9.1 4.1 7.8 7.7
Canara Robeco InDiGo - Direct (G) Not Ranked
1.14 -2.4 -1.8 0.9 6.1 4.8 4.0 --
BNP Paribas Income & Gold -Dir (G) Not Ranked
0.09 1.1 2.6 2.5 5.5 3.2 -- --
Canara Robeco InDiGo Fund (G) Not Ranked
55.38 -2.4 -2.0 0.5 5.4 4.1 3.3 3.6
BNP Paribas Income & Gold Fund (G) Not Ranked
2.88 0.9 2.2 1.7 4.3 2.3 2.2 --
SBI EDGE Fund (G) Not Ranked
9.21 0.4 -0.4 -1.2 -0.4 4.3 3.5 4.9
HDFC Debt-Cancer Cure 2014-50% - DP Not Ranked
0.00 0.6 -2.5 -0.4 -1.0 6.3 -- --
HDFC Debt-Cancer Cure 2014-100% -RP Not Ranked
65.56 0.6 -2.5 -0.4 -1.0 6.3 -- --
HDFC Debt-Cancer Cure 2014-100% -DP Not Ranked
112.63 0.6 -2.5 -0.4 -1.0 6.3 -- --
HDFC Debt-Cancer Cure 2014-50% - RP Not Ranked
0.00 0.6 -2.5 -0.4 -1.0 6.3 -- --
SBI EDGE Fund - Direct (G) Not Ranked
0.34 0.4 -0.3 -1.0 -- 4.6 -- --
HDFC Debt Fund for Cancer Cure Not Ranked
59.96 -- -- -- -- -- -- --
CATEGORY AVERAGE -0.3 -0.3 4.8 9.3 6.7 7.6 5.3

Note : Returns have been calculated based on NAV's as on Dec 09, 2016 & Index values as on Dec 09, 2016

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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