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Performance Tracker

Equity Oriented Hybrid Speciality Funds

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Speciality funds such as children plans, education plans, etc. investing predominantly in equity oriented securities will form part of this category.
Equity Oriented Hybrid Speciality Funds - Returns (in %) - as on Feb 20, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
UTI CCP Advantage Fund - Direct (G) Not Ranked
6.45 -4.5 -1.8 6.0 22.8 26.1 10.6 16.8
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 -3.7 -0.8 3.2 -- -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
224.17 -3.7 -1.1 2.6 -- -- -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 -3.7 -0.8 3.2 -- -- -- --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 -3.7 -1.1 2.6 13.0 14.9 7.5 12.1
Shriram Equity & Debt Opp -Dir (G) Not Ranked
10.09 -2.9 -0.2 3.2 13.0 15.7 6.2 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.76 -3.0 -0.4 2.8 12.3 15.0 5.5 --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
Reliance RF -Wealth Creation - DP (G) Not Ranked
26.20 -6.2 -0.7 6.7 21.4 24.8 11.6 --
Reliance RF -Wealth Creation (G) Not Ranked
1,004.82 -6.3 -0.9 6.2 19.9 23.0 9.9 --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
27.23 -3.4 3.0 8.5 14.0 21.4 9.1 17.2
ICICI Pru CCP - Gift Plan Not Ranked
413.94 -3.5 2.8 7.9 13.0 20.4 8.2 16.3
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
119.51 -1.3 2.3 3.4 15.9 -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 -3.7 -1.1 2.6 -- -- -- --
Tata Retirement Sav. - Moderate Not Ranked
303.82 -5.2 -0.8 4.8 19.6 24.5 11.7 19.6
Tata Retirement Sav. - Progresive Not Ranked
300.76 -6.5 -1.2 6.0 24.0 29.1 12.5 19.0
UTI Retirement Benefit - Direct Not Ranked
66.92 -2.4 0.3 4.5 11.7 16.3 9.8 12.1
UTI Unit Linked Ins Plan - Direct Not Ranked
38.48 -2.7 -0.1 3.5 11.2 13.4 8.5 11.1
UTI Wealth Builder - Direct (G) Not Ranked
24.51 -2.3 0.2 4.6 9.9 15.3 5.1 8.6
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
UTI Wealth Builder - RP (G) Not Ranked
946.77 -2.4 -0.1 4.0 8.8 14.3 4.3 7.9
UTI CCP Advantage Fund (G) Not Ranked
216.51 -4.6 -2.0 5.5 21.8 25.2 9.8 16.1
UTI Unit Linked Insurance Plan Not Ranked
4,000.87 -2.7 -0.2 3.2 10.5 12.8 7.9 10.5
UTI Retirement Benefit Pension Not Ranked
2,469.55 -2.4 0.2 4.2 11.1 15.6 9.1 11.5
Franklin (I) Pension Plan - Dir (G) Not Ranked
21.22 -2.7 -1.1 1.5 8.3 12.4 7.5 12.4
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
3.10 -3.7 -0.8 3.2 14.2 16.2 8.8 13.3
Tata RSF - Moderate - Direct Not Ranked
44.17 -5.1 -0.6 5.4 20.9 26.0 13.1 21.1
Tata RSF - Progresive - Direct Not Ranked
18.67 -6.4 -0.9 6.6 25.5 30.9 14.2 20.7
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
1,073.57 -1.4 2.0 2.9 14.6 -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
64.60 -0.3 -1.2 -0.5 -- -- -2.2 --
Mirae Asset DBF - Direct (G) Not Ranked
14.77 -0.2 -0.8 0.3 -- -- -- --
L&T Dynamic Equity Fund -Direct (G) Not Ranked
11.23 -1.0 1.3 4.4 8.6 11.8 4.6 15.3
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
16.26 -1.1 -0.4 0.7 7.9 11.1 6.9 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
276.84 -1.2 -0.6 0.4 7.2 10.5 6.3 --
Axis MCF - RP (G) Not Ranked
910.09 -3.1 -- -- -- -- -- --
Axis MCF - DP (G) Not Ranked
6.46 -2.9 -- -- -- -- -- --
Axis EAF - Sr. 2 - RP (G) Not Ranked
85.77 -3.0 -1.0 1.7 -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.37 -2.8 -0.4 2.7 -- -- -- --
Axis DEF - RP (G) Not Ranked
2,182.66 -1.8 0.4 3.2 -- -- -- --
Axis DEF - DP (G) Not Ranked
19.71 -1.7 0.8 4.1 -- -- -- --
Axis CDOF - RP (G) Not Ranked
147.22 0.5 1.2 2.9 -- -- -- --
Axis CDOF - DP (G) Not Ranked
118.84 0.6 1.5 3.3 -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
900.58 -3.7 -0.2 4.6 -- -- -- --
DHFL Pramerica Equity Income-RP (G) Not Ranked
28.79 -2.4 0.5 3.4 6.9 8.7 7.5 9.5
DHFL Pramerica Equity Income-RP (D) Not Ranked
0.00 -- -- -- -- -- -- --
DHFL Pramerica Equity Income-DP (G) Not Ranked
1.42 -2.3 0.9 4.2 8.5 9.9 8.7 10.7
Mirae Asset GCF -Direct (G) Not Ranked
12.78 -6.0 1.3 10.6 33.4 31.8 14.3 21.2
Mirae Asset GCF -Regular (G) Not Ranked
137.81 -6.1 1.0 9.9 31.6 30.1 12.8 19.7
Franklin (I) Pension Plan (G) Not Ranked
404.54 -2.8 -1.3 1.1 7.5 11.5 6.7 11.7
LIC Unit Linked Insurance Not Ranked
0.10 -4.0 1.3 5.7 16.5 17.3 5.8 --
LIC Childrens Fund - Direct Not Ranked
1.04 -4.6 -3.2 0.6 3.7 13.6 5.0 11.3
LIC Childrens Fund Not Ranked
18.93 -4.7 -3.5 0.2 2.8 12.4 4.0 10.3
LIC Unit Linked Insurance Not Ranked
12.21 -4.1 1.0 5.1 15.0 16.0 4.8 11.1
Principal SMART Equity - Direct (G) Not Ranked
4.08 -1.3 0.5 2.7 9.1 13.1 6.7 12.7
Principal SMART Equity Fund (G) Not Ranked
179.73 -1.5 0.1 1.8 7.6 11.7 5.5 11.6
HDFC Childrens Gift - Direct (Inv) Not Ranked
108.20 -4.5 -0.1 6.0 19.1 23.1 11.4 19.0
HDFC Childrens Gift (Inv) Not Ranked
1,855.06 -4.5 -0.4 5.5 18.0 21.9 10.5 18.1
L&T Dynamic Equity Fund (G) Not Ranked
461.68 -1.1 1.0 3.8 7.3 10.4 3.4 14.2
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.90 -3.6 0.3 5.6 -- -- -- --
CATEGORY AVERAGE -3.1 -0.2 3.6 9.7 11.8 5.2 7.9

Note : Returns have been calculated based on NAV's as on Feb 20, 2018 & Index values as on Feb 20, 2018

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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