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Performance Tracker
Equity Oriented Hybrid Speciality Funds
Speciality mutual funds like children plans, education plans, etc. that invest predominantly in equity oriented securities.
Equity Oriented Hybrid Speciality Funds - Returns (in %) - as on May 22, 2013
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Mar 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
HDFC Childrens Gift (Inv) Not Ranked
357.92 3.4 3.2 6.2 17.0 9.8 13.4 13.2
UTI Wealth Builder Sr-2 RP (G) Not Ranked
589.43 2.5 -1.7 -3.8 9.6 7.5 10.0 --
UTI CRTS 81(G) Not Ranked
340.46 2.4 3.2 5.7 15.3 11.9 9.6 11.4
Templeton (I) Pension Plan (G) Not Ranked
242.20 4.0 4.1 8.4 18.9 10.7 9.1 7.6
Tata Young Citizens Fund Not Ranked
180.49 3.4 3.8 6.0 14.7 10.5 8.9 9.0
UTI Childrens Career Balanced Not Ranked
2,910.78 3.1 3.6 6.3 15.7 9.4 8.6 8.4
Templeton (I) CAP- Gift (G) Not Ranked
7.89 3.4 2.8 6.5 19.4 8.3 7.7 7.8
UTI Retirement Benefit Pension Not Ranked
937.24 2.8 2.9 5.7 14.9 7.8 6.8 8.2
UTI CCP Advantage Fund (G) Not Ranked
83.25 3.5 2.6 4.1 21.4 4.9 6.1 7.8
LIC NOMURA Unit Linked Insurance Not Ranked
138.48 3.6 3.0 4.0 18.3 4.4 4.0 1.5
ICICI Pru CCP - Gift Plan Not Ranked
194.48 1.1 -2.3 -2.3 14.5 5.9 3.9 4.3
LIC NOMURA Childrens Fund Not Ranked
4.88 3.4 3.5 6.6 17.1 3.3 1.7 -5.7
LIC NOMURA Systematic AA Fund (G) Not Ranked
42.74 7.2 -0.2 2.2 14.1 1.2 0.5 0.4
Tata Retirement Sav. - Progresive Not Ranked
25.83 3.8 2.9 4.4 18.5 -- -- --
Tata Retirement Sav. - Moderate Not Ranked
8.32 3.5 3.2 5.1 17.5 -- -- --
Pramerica Dynamic Fund (G) Not Ranked
72.07 3.5 4.3 5.1 21.0 5.7 -- --
Principal SMART Equity Fund (G) Not Ranked
91.66 2.7 0.4 2.6 19.5 7.3 -- --
L&T Equity and Gold Fund (G) Not Ranked
35.20 3.3 -0.1 0.5 14.9 7.1 -- --
L&T Prudence Fund (G) Not Ranked
27.26 3.7 2.5 5.5 19.5 7.4 -- --
CATEGORY AVERAGE 3.4 2.2 4.1 16.9 6.5 4.8 3.9

Note : Returns have been calculated based on NAV's as on May 22, 2013 & Index values as on May 23, 2013

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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