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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 Sep 22, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Jun 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance RF -Wealth Creation (G) Not Ranked
729.13 3.7 6.7 15.5 18.3 15.1 -- --
UTI CCP Advantage Fund - Direct (G) Not Ranked
4.51 3.3 6.5 14.8 21.2 18.2 13.2 --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 2.8 4.8 -- 16.9 -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
216.83 2.7 4.5 -- 15.6 -- -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 2.8 4.8 -- 16.9 -- -- --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 2.7 4.5 11.3 14.4 11.7 11.3 12.7
Shriram Equity & Debt Opp -Dir (G) Not Ranked
9.46 1.7 2.9 9.3 9.5 10.5 8.3 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.36 1.7 2.7 9.0 8.8 9.8 7.6 --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
Reliance RF -Wealth Creation - DP (G) Not Ranked
19.39 3.8 7.0 16.3 20.2 17.0 -- --
Reliance RF -Wealth Creation (G) Not Ranked
729.13 3.7 6.7 15.5 18.3 15.1 -- --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
22.98 1.9 1.3 1.9 6.4 13.7 8.7 --
ICICI Pru CCP - Gift Plan Not Ranked
381.24 1.9 1.1 1.6 5.6 12.8 7.9 15.9
DHFL Pramerica Dynamic AAF -Direct (G) Not Ranked
0.34 0.4 -4.5 -3.9 -9.6 6.7 7.0 --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 2.7 4.5 -- 15.6 -- -- --
Tata Retirement Sav. - Moderate Not Ranked
115.45 4.4 7.0 15.9 22.1 19.0 17.4 19.9
Tata Retirement Sav. - Progresive Not Ranked
211.63 5.7 8.8 19.9 25.9 22.3 18.1 19.2
UTI Retirement Benefit - Direct Not Ranked
57.83 1.4 2.3 7.3 11.8 12.9 10.9 --
UTI Unit Linked Ins Plan - Direct Not Ranked
30.40 2.2 3.7 7.9 11.0 11.7 10.8 --
UTI Wealth Builder - Direct (G) Not Ranked
21.22 1.6 2.3 6.1 8.3 10.1 5.4 --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
UTI Wealth Builder - RP (G) Not Ranked
874.76 1.5 2.1 5.6 7.4 9.3 4.7 7.1
UTI CCP Advantage Fund (G) Not Ranked
170.94 3.2 6.2 14.3 20.3 17.4 12.5 16.1
UTI Unit Linked Insurance Plan Not Ranked
3,736.19 2.2 3.5 7.5 10.3 11.1 10.2 11.5
UTI Retirement Benefit Pension Not Ranked
2,235.52 1.3 2.1 7.0 11.1 12.2 10.3 12.0
Franklin (I) Pension Plan - Dir (G) Not Ranked
18.03 1.0 1.5 6.7 7.4 10.8 11.8 --
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
2.52 2.8 4.8 11.9 15.7 13.0 12.7 --
Tata RSF - Moderate - Direct Not Ranked
8.26 4.5 7.3 16.6 23.5 20.5 18.9 --
Tata RSF - Progresive - Direct Not Ranked
5.47 5.8 9.2 20.7 27.5 24.0 19.9 --
DHFL Pramerica Dynamic AAF (G) Not Ranked
18.74 0.4 -4.7 -4.1 -10.0 6.1 6.5 4.6
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
36.11 1.2 4.1 11.3 -- -- -- --
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
597.95 1.1 3.8 10.6 -- -- -- --
DHFL Pramerica Income Advantage - RP (G Not Ranked
19.95 0.4 0.5 2.6 5.5 8.9 7.1 7.4
DHFL Pramerica Equity Income Fund (G) Not Ranked
30.86 0.4 -- 2.5 5.5 7.4 10.4 9.1
L&T Dynamic Equity Fund -Direct (G) Not Ranked
10.47 0.6 1.1 4.2 7.8 6.5 8.0 --
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
9.29 1.0 3.2 7.3 10.0 9.5 9.6 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
196.53 1.0 3.0 6.9 9.3 8.9 9.1 --
Axis EAF - Sr. 2 - RP (G) Not Ranked
0.00 0.7 -- -- -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
Axis DEF - RP (G) Not Ranked
0.00 1.3 -- -- -- -- -- --
Axis DEF - DP (G) Not Ranked
0.00 1.5 -- -- -- -- -- --
Axis CDOF - RP (G) Not Ranked
0.00 0.5 -- -- -- -- -- --
Axis CDOF - DP (G) Not Ranked
0.00 0.6 -- -- -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
345.15 2.1 3.5 -- -- -- -- --
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.34 0.6 0.4 3.3 6.9 8.5 11.5 --
L&T Dynamic Equity Fund (G) Not Ranked
423.35 0.5 0.8 3.6 6.5 5.2 6.8 14.3
HDFC Childrens Gift (Inv) Not Ranked
1,461.70 1.3 1.7 11.3 14.0 15.3 11.7 17.7
Mirae Asset DBF - Regular (G) Not Ranked
54.20 -- 0.3 -- -- -- -0.9 --
Mirae Asset DBF - Direct (G) Not Ranked
3.61 0.1 0.7 -- -- -- -- --
Mirae Asset GCF -Direct (G) Not Ranked
3.97 3.4 5.6 20.4 24.1 21.1 16.6 --
Mirae Asset GCF -Regular (G) Not Ranked
65.54 3.3 5.2 19.6 22.4 19.6 15.0 19.9
Franklin (I) Pension Plan (G) Not Ranked
389.10 0.9 1.3 6.3 6.6 10.0 11.0 12.9
LIC Unit Linked Insurance Not Ranked
0.09 1.1 2.0 9.9 10.4 9.3 7.9 --
LIC Childrens Fund - Direct Not Ranked
6.66 0.9 -0.7 3.6 5.8 11.0 8.5 --
LIC Childrens Fund Not Ranked
12.85 0.9 -0.9 3.1 4.9 9.7 7.4 11.1
LIC Unit Linked Insurance Not Ranked
12.21 1.0 1.6 9.1 9.1 8.2 7.0 10.8
Principal SMART Equity - Direct (G) Not Ranked
5.85 0.6 1.5 6.3 8.6 9.4 8.0 --
Principal SMART Equity Fund (G) Not Ranked
152.73 0.5 1.2 5.6 7.4 8.2 6.9 12.2
HDFC Childrens Gift - Direct (Inv) Not Ranked
79.23 1.4 1.9 11.8 15.1 16.4 12.6 --
Axis EAF - Sr. 1 - DP (G) Not Ranked
1.49 2.2 3.9 -- -- -- -- --
CATEGORY AVERAGE 2.7 3.3 6.9 10.4 8.7 7.1 8.0

Note : Returns have been calculated based on NAV's as on Sep 22, 2017 & Index values as on Sep 22, 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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