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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 Apr 25, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Mar 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
DSP BR Dynamic Asset Allocation - DP (G) Not Ranked
35.12 1.4 -0.3 0.7 6.2 10.4 8.4 --
UTI CCP Advantage Fund - Direct (G) Not Ranked
7.21 6.0 -2.4 2.2 15.3 21.4 13.2 17.7
Tata Young Citizens Fund (3Y) - Direct Not Ranked
27.87 4.6 -1.3 2.5 10.3 -- -- --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 4.4 -1.5 1.9 9.1 13.0 8.5 12.6
Shriram Equity & Debt Opp -Dir (G) Not Ranked
9.94 4.8 -0.6 3.4 10.2 14.2 8.8 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.61 4.7 -0.7 3.1 9.5 13.5 8.1 --
Reliance RF -Wealth Creation - DP (G) Not Ranked
29.27 4.7 -5.4 2.2 16.9 20.1 12.8 --
Reliance RF -Wealth Creation (G) Not Ranked
1,121.22 4.6 -5.6 1.7 15.6 18.4 11.2 --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
28.89 3.1 -1.4 6.0 9.6 16.5 11.6 18.6
ICICI Pru CCP - Gift Plan Not Ranked
433.44 3.1 -1.7 5.5 8.6 15.5 10.7 17.7
Motilal Oswal Dynamic Fund - D (G) Not Ranked
150.63 3.0 0.7 5.6 11.5 -- -- --
Motilal Oswal Dynamic Fund - (G) Not Ranked
1,208.44 2.9 0.5 5.1 10.4 -- -- --
Mirae Asset STF - Regular (G) Not Ranked
17.31 -- -- -- -- -- -- --
Mirae Asset STF - Direct (G) Not Ranked
1.54 0.1 -- -- -- -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
49.27 0.2 0.1 -0.1 2.4 -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
219.43 4.4 -1.5 1.9 9.1 -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
27.87 4.6 -1.3 2.5 10.3 -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
26.43 4.4 -1.5 1.9 9.1 -- -- --
UTI Retirement Benefit - Direct Not Ranked
71.43 2.4 -1.8 2.7 9.6 13.6 10.7 12.4
UTI Unit Linked Ins Plan - Direct Not Ranked
43.17 3.2 0.6 5.0 11.4 12.6 10.2 11.7
UTI Wealth Builder - Direct (G) Not Ranked
29.83 2.7 -1.3 2.8 8.5 12.4 7.5 9.9
UTI Wealth Builder - RP (G) Not Ranked
958.88 2.6 -1.6 2.3 7.4 11.4 6.7 9.2
UTI CCP Advantage Fund (G) Not Ranked
226.14 6.0 -2.6 1.7 14.4 20.5 12.4 17.0
UTI Unit Linked Insurance Plan Not Ranked
4,075.13 3.2 0.5 4.7 10.7 12.0 9.6 11.1
UTI Retirement Benefit Pension Not Ranked
2,532.38 2.4 -1.9 2.4 9.0 12.9 10.0 11.7
Franklin (I) Pension Plan - Dir (G) Not Ranked
22.35 1.8 -2.0 0.6 6.2 9.3 8.2 12.7
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
3.22 4.6 -1.3 2.5 10.3 14.3 9.8 13.8
Tata RSF - Moderate - Direct Not Ranked
69.91 7.0 -0.8 5.5 15.3 23.2 15.7 22.5
Tata RSF - Progresive - Direct Not Ranked
29.66 8.5 -1.3 6.3 18.3 27.3 18.7 22.5
Tata Retirement Sav. - Progresive Not Ranked
357.76 8.4 -1.6 5.7 16.9 25.7 17.0 20.7
Tata Retirement Sav. - Moderate Not Ranked
443.63 6.8 -1.1 5.0 14.1 21.8 14.2 21.0
Mirae Asset DBF - Direct (G) Not Ranked
14.32 0.4 0.5 0.7 3.9 -- -- --
Mirae Asset GCF -Direct (G) Not Ranked
20.97 6.9 -3.0 8.6 26.6 27.5 15.8 22.4
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
16.28 1.8 0.1 1.4 6.4 9.5 7.6 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
285.25 1.7 -- 1.1 5.7 8.8 7.0 --
Axis CBF Sr.1 - RP (G) Not Ranked
110.77 2.9 -- -- -- -- -- --
Axis CBF Sr.1 - DP (G) Not Ranked
0.20 3.0 -- -- -- -- -- --
Axis MCF - RP (G) Not Ranked
2,036.38 8.2 4.0 -- -- -- -- --
Axis MCF - DP (G) Not Ranked
17.20 8.3 4.4 -- -- -- -- --
Axis EAF - Sr. 2 - RP (G) Not Ranked
86.75 4.3 0.9 4.7 -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.37 4.6 1.4 5.7 -- -- -- --
Axis DEF - RP (G) Not Ranked
2,252.80 3.7 0.5 4.3 -- -- -- --
Axis DEF - DP (G) Not Ranked
23.78 3.9 0.9 5.3 -- -- -- --
Axis CDOF - RP (G) Not Ranked
141.01 0.6 1.7 3.0 -- -- -- --
Axis CDOF - DP (G) Not Ranked
125.53 0.7 1.9 3.4 -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
913.93 4.8 1.4 5.3 -- -- -- --
L&T Dynamic Equity Fund -Direct (G) Not Ranked
11.48 3.0 1.2 5.2 8.8 10.8 6.7 16.8
DHFL Pramerica Equity Income-RP (G) Not Ranked
30.04 2.9 -1.2 3.3 6.1 8.2 7.8 9.5
DHFL Pramerica Equity Income-DP (G) Not Ranked
1.62 3.0 -0.9 4.0 7.6 9.7 9.0 10.7
Mirae Asset GCF -Regular (G) Not Ranked
226.55 6.8 -3.3 8.0 24.9 25.8 14.3 20.9
Franklin (I) Pension Plan (G) Not Ranked
401.09 1.7 -2.2 0.2 5.4 8.5 7.4 11.9
LIC Unit Linked Insurance Not Ranked
0.09 6.4 -1.3 5.5 15.4 15.1 9.0 --
LIC Childrens Fund - Direct Not Ranked
0.96 2.3 -5.6 -3.9 -0.8 6.9 6.1 11.0
LIC Childrens Fund Not Ranked
17.30 2.2 -5.8 -4.4 -1.7 5.8 5.0 9.9
LIC Unit Linked Insurance Not Ranked
12.05 6.3 -1.5 4.9 14.0 13.9 7.9 11.9
Principal SMART Equity - Direct (G) Not Ranked
3.61 2.5 0.3 3.0 8.3 10.8 8.1 13.7
Principal SMART Equity Fund (G) Not Ranked
173.38 2.4 -0.1 2.2 6.7 9.4 6.8 12.6
HDFC Childrens Gift - Direct (Inv) Not Ranked
121.19 4.7 -2.7 3.9 14.7 19.0 13.4 19.7
HDFC Childrens Gift (Inv) Not Ranked
1,995.39 4.6 -2.9 3.4 13.6 17.9 12.4 18.7
L&T Dynamic Equity Fund (G) Not Ranked
469.92 2.9 0.9 4.7 7.6 9.5 5.5 15.6
DSP BR Dynamic Asset Allocation - DP (G) Not Ranked
35.12 1.4 -0.3 0.7 6.2 10.4 8.4 --
DSP BR Dynamic Asset Allocation - RP (G) Not Ranked
799.96 1.3 -0.4 0.3 5.3 9.5 7.5 --
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.98 5.0 1.8 6.2 -- -- -- --
CATEGORY AVERAGE 3.9 -1.0 3.1 8.2 9.2 6.2 7.7

Note : Returns have been calculated based on NAV's as on Apr 25, 2018 & Index values as on Apr 25, 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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