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Performance Tracker

Equity Oriented Hybrid Speciality Funds

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 Nov 24, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Sep 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance RF -Wealth Creation (G) Not Ranked
860.31 3.1 7.5 18.0 38.7 16.7 -- --
UTI CCP Advantage Fund - Direct (G) Not Ranked
5.33 2.6 8.8 17.1 41.1 21.7 13.2 --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 1.6 5.1 10.7 -- -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
220.65 1.5 4.8 10.1 -- -- -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 1.6 5.1 10.7 -- -- -- --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 1.5 4.8 10.1 21.4 12.8 10.5 13.1
Shriram Equity & Debt Opp -Dir (G) Not Ranked
9.77 1.0 3.9 9.1 22.7 12.3 7.6 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.86 1.0 3.7 8.8 22.0 11.6 6.9 --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
Reliance RF -Wealth Creation - DP (G) Not Ranked
22.59 3.2 7.8 18.7 40.7 18.6 -- --
Reliance RF -Wealth Creation (G) Not Ranked
860.31 3.1 7.5 18.0 38.7 16.7 -- --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
25.44 4.1 6.7 8.6 20.1 14.4 9.2 --
ICICI Pru CCP - Gift Plan Not Ranked
391.01 4.0 6.5 8.1 19.2 13.5 8.3 16.2
DHFL Pramerica Dynamic AAF -Direct (G) Not Ranked
0.34 0.4 -4.5 -3.9 -9.6 6.7 7.0 --
DHFL Pramerica Dynamic AAF (G) Not Ranked
18.74 0.4 -4.7 -4.1 -10.0 6.1 6.5 4.6
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 1.5 4.8 10.1 -- -- -- --
Tata Retirement Sav. - Moderate Not Ranked
180.47 2.4 7.3 15.4 37.2 21.0 16.3 21.0
UTI Retirement Benefit - Direct Not Ranked
62.43 1.8 4.3 8.6 16.7 14.1 10.9 --
UTI Unit Linked Ins Plan - Direct Not Ranked
34.87 1.2 3.6 8.5 15.5 12.2 10.5 --
UTI Wealth Builder - Direct (G) Not Ranked
23.22 2.0 4.5 7.7 18.4 12.5 6.3 --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
UTI Wealth Builder - RP (G) Not Ranked
920.54 1.9 4.2 7.2 17.3 11.6 5.5 7.8
UTI CCP Advantage Fund (G) Not Ranked
189.31 2.6 8.6 16.6 40.0 20.8 12.4 17.4
UTI Unit Linked Insurance Plan Not Ranked
3,891.30 1.2 3.5 8.2 14.8 11.5 9.8 11.2
UTI Retirement Benefit Pension Not Ranked
2,360.95 1.7 4.2 8.2 16.0 13.3 10.2 12.3
Franklin (I) Pension Plan - Dir (G) Not Ranked
19.83 1.7 2.8 6.5 10.8 11.2 10.4 --
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
2.75 1.6 5.1 10.7 22.7 14.1 11.9 --
Tata RSF - Moderate - Direct Not Ranked
19.60 2.5 7.5 15.9 38.7 22.4 17.8 --
Tata RSF - Progresive - Direct Not Ranked
10.41 3.1 9.6 20.2 49.3 25.6 19.9 --
Tata Retirement Sav. - Progresive Not Ranked
247.73 3.0 9.3 19.4 47.4 23.9 18.1 20.5
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
83.66 0.8 1.3 8.8 23.7 -- -- --
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
836.21 0.7 1.0 8.2 22.2 -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
66.81 0.1 0.3 1.9 -- -- -1.3 --
DHFL Pramerica Equity Income Fund (G) Not Ranked
29.10 2.1 3.1 4.7 11.0 8.4 10.0 9.7
L&T Dynamic Equity Fund -Direct (G) Not Ranked
10.95 1.6 3.2 4.8 13.0 7.9 7.1 --
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
11.68 -- 1.0 5.8 13.7 9.5 8.5 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
235.50 -- 0.9 5.5 12.9 8.9 7.9 --
Axis MCF - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis MCF - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis EAF - Sr. 2 - RP (G) Not Ranked
54.63 1.0 0.1 -- -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.23 1.1 0.5 -- -- -- -- --
Axis DEF - RP (G) Not Ranked
1,332.16 1.0 3.0 -- -- -- -- --
Axis DEF - DP (G) Not Ranked
11.06 1.1 3.4 -- -- -- -- --
Axis CDOF - RP (G) Not Ranked
80.78 0.4 1.5 -- -- -- -- --
Axis CDOF - DP (G) Not Ranked
196.52 0.5 1.7 -- -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
868.42 0.9 3.1 -- -- -- -- --
DHFL Pramerica Income Advantage - RP (G Not Ranked
19.43 1.5 2.6 4.2 10.2 9.6 7.4 7.8
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.37 2.2 3.6 5.5 12.6 9.5 11.3 --
Mirae Asset DBF - Direct (G) Not Ranked
11.25 0.2 0.7 2.7 -- -- -- --
Mirae Asset GCF -Direct (G) Not Ranked
7.32 6.7 11.4 21.9 47.9 23.3 17.2 --
Mirae Asset GCF -Regular (G) Not Ranked
89.15 6.6 11.0 21.0 45.9 21.7 15.6 20.5
Franklin (I) Pension Plan (G) Not Ranked
398.17 1.6 2.6 6.1 10.0 10.3 9.6 13.1
LIC Unit Linked Insurance Not Ranked
0.10 1.9 5.3 11.2 27.6 12.6 7.7 --
LIC Childrens Fund - Direct Not Ranked
13.64 2.6 3.9 7.7 13.9 12.8 8.1 --
LIC Childrens Fund Not Ranked
15.26 2.5 3.7 7.3 13.0 11.5 7.1 12.0
LIC Unit Linked Insurance Not Ranked
12.22 1.8 4.9 10.5 26.1 11.4 6.7 11.8
Principal SMART Equity - Direct (G) Not Ranked
5.73 1.0 2.3 5.7 13.8 10.0 7.6 --
Principal SMART Equity Fund (G) Not Ranked
170.54 0.8 1.9 4.9 12.3 8.8 6.4 12.4
HDFC Childrens Gift - Direct (Inv) Not Ranked
89.21 3.5 7.4 13.7 28.9 19.4 13.6 --
HDFC Childrens Gift (Inv) Not Ranked
1,605.11 3.4 7.1 13.2 27.7 18.3 12.7 19.2
L&T Dynamic Equity Fund (G) Not Ranked
464.15 1.5 2.9 4.2 11.6 6.6 5.9 14.5
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.75 1.1 3.7 -- -- -- -- --
CATEGORY AVERAGE 1.6 3.9 7.2 15.6 9.5 6.6 8.1

Note : Returns have been calculated based on NAV's as on Nov 24, 2017 & Index values as on Nov 24, 2017

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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