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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 May 26, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 17
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance RF -Wealth Creation (G) Not Ranked
614.03 1.6 6.8 19.4 22.0 9.5 -- --
UTI CCP Advantage Fund - Direct (G) Not Ranked
3.82 0.7 9.3 21.2 27.0 11.3 15.7 --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 0.2 -- -- -- -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 0.3 -- -- -- -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
206.56 0.2 -- -- -- -- -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 0.3 -- -- -- -- -- --
Tata Young Citizens Fund - Regular Not Ranked
203.69 0.2 6.2 11.3 16.6 8.2 13.3 13.0
Shriram Equity & Debt Opp -Dir (G) Not Ranked
8.91 0.3 6.0 13.1 17.3 7.2 11.7 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
31.65 0.2 5.8 12.8 16.6 6.5 11.0 --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
Reliance RF -Wealth Creation - DP (G) Not Ranked
17.09 1.8 7.3 20.5 24.2 11.4 -- --
Reliance RF -Wealth Creation (G) Not Ranked
614.03 1.6 6.8 19.4 22.0 9.5 -- --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
10.55 -1.7 3.2 10.6 20.1 10.7 13.7 --
Tata Retirement Sav. - Moderate Not Ranked
79.29 -0.9 8.5 20.4 27.7 12.2 21.5 20.5
Tata Retirement Sav. - Progresive Not Ranked
175.91 -1.4 10.1 25.3 32.6 14.9 19.9 19.6
Tata RSF - Progresive - Direct Not Ranked
3.90 -1.3 10.5 26.1 34.5 16.7 21.8 --
UTI Retirement Benefit - Direct Not Ranked
51.61 0.9 4.2 7.9 17.1 11.5 12.6 --
UTI Unit Linked Ins Plan - Direct Not Ranked
25.04 0.5 3.9 6.7 12.4 9.4 11.4 --
UTI Wealth Builder - Direct (G) Not Ranked
18.51 0.4 3.6 9.9 15.3 6.5 8.5 --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
UTI Wealth Builder - RP (G) Not Ranked
789.09 0.3 3.4 9.5 14.5 5.8 7.8 9.3
UTI CCP Advantage Fund (G) Not Ranked
152.86 0.6 9.1 20.8 26.2 10.6 15.0 17.6
UTI Unit Linked Insurance Plan Not Ranked
3,538.92 0.4 3.7 6.4 11.8 8.7 10.8 11.7
UTI Retirement Benefit Pension Not Ranked
2,072.68 0.8 4.0 7.6 16.3 10.8 12.0 12.5
Franklin (I) Pension Plan - Dir (G) Not Ranked
16.23 1.3 4.0 4.8 12.8 9.4 14.5 --
Tata Young Citizens Fund - Direct Not Ranked
2.31 0.3 6.5 11.9 17.9 9.5 14.7 --
Tata RSF - Moderate - Direct Not Ranked
4.42 -0.8 8.8 21.1 29.3 13.8 23.1 --
ICICI Pru CCP - Gift Plan Not Ranked
363.31 -1.8 3.1 10.2 19.2 9.7 12.8 18.0
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
Principal SMART Equity Fund (G) Not Ranked
147.81 1.1 3.7 7.5 12.6 6.8 9.0 14.8
HDFC Childrens Gift - Direct (Inv) Not Ranked
67.83 1.4 7.9 14.6 24.2 12.9 16.9 --
HDFC Childrens Gift (Inv) Not Ranked
1,282.93 1.4 7.6 14.0 23.0 12.0 16.0 18.9
L&T Dynamic Equity Fund (G) Not Ranked
362.89 0.8 3.0 7.1 11.8 3.9 12.8 16.5
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.27 0.3 3.1 7.0 10.1 8.7 11.8 --
DHFL Pramerica Income Advantage - RP (G Not Ranked
17.71 -0.1 2.3 5.9 9.5 8.9 8.0 7.7
DHFL Pramerica Equity Income Fund (G) Not Ranked
32.29 0.2 2.7 6.3 8.7 7.6 10.7 9.5
L&T Dynamic Equity Fund -Direct (G) Not Ranked
9.65 0.9 3.3 7.7 13.1 5.1 14.0 --
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
8.54 0.6 3.7 7.5 11.6 7.8 10.2 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
181.15 0.6 3.6 7.1 10.9 7.3 9.7 --
Axis EAF - Sr. 1 - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Principal SMART Equity - Direct (G) Not Ranked
5.50 1.2 4.0 8.1 13.9 8.0 10.1 --
LIC Unit Linked Insurance Not Ranked
11.80 2.2 6.4 15.4 16.4 5.0 10.8 12.8
LIC Childrens Fund Not Ranked
13.00 -1.5 1.9 6.6 12.3 7.4 11.3 12.8
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
26.00 -- 5.9 14.1 -- -- -- --
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
418.45 -0.2 5.6 13.4 -- -- -- --
Mahindra MF DSY - DP (G) Not Ranked
2.78 2.0 5.6 -- -- -- -- --
Mahindra MF DSY - RP (G) Not Ranked
63.69 1.8 5.0 -- -- -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
3.72 0.9 -- -- -- -- -0.4 --
Mirae Asset DBF - Direct (G) Not Ranked
0.25 1.0 -- -- -- -- -- --
Mirae Asset GCF -Direct (G) Not Ranked
3.02 3.7 12.5 23.8 31.1 12.8 19.6 --
Mirae Asset GCF -Regular (G) Not Ranked
55.29 3.6 12.1 23.0 29.3 11.4 18.1 20.7
Franklin (I) Pension Plan (G) Not Ranked
376.99 1.2 3.9 4.5 12.0 8.5 13.7 13.9
LIC Unit Linked Insurance Not Ranked
0.09 2.3 6.8 16.0 17.6 6.0 11.6 --
LIC Childrens Fund - Direct Not Ranked
6.70 -1.4 2.2 7.0 13.5 8.6 12.4 --
Axis EAF - Sr. 1 - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
CATEGORY AVERAGE 0.5 4.4 9.3 12.7 6.7 9.2 9.1

Note : Returns have been calculated based on NAV's as on May 26, 2017 & Index values as on May 26, 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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