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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 Dec 12, 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 0.1 2.0 12.0 33.5 17.5 -- --
Mirae Asset GCF -Direct (G) Not Ranked
7.32 3.5 6.8 16.1 47.0 24.4 17.6 --
Mirae Asset GCF -Regular (G) Not Ranked
89.15 3.4 6.4 15.3 45.0 22.8 16.1 19.8
Tata RSF - Progresive - Direct Not Ranked
10.41 1.5 1.0 13.0 44.5 26.0 19.3 --
Tata Retirement Sav. - Progresive Not Ranked
247.73 1.4 0.7 12.3 42.7 24.3 17.5 19.2
Tata RSF - Moderate - Direct Not Ranked
19.60 1.3 0.9 10.4 35.2 23.0 18.0 --
Reliance RF -Wealth Creation - DP (G) Not Ranked
22.59 0.2 2.3 12.6 35.4 19.4 -- --
UTI CCP Advantage Fund - Direct (G) Not Ranked
5.33 -0.9 3.2 11.8 35.1 22.7 13.3 --
Tata Retirement Sav. - Moderate Not Ranked
180.47 1.2 0.6 9.8 33.7 21.5 16.5 19.9
UTI CCP Advantage Fund (G) Not Ranked
189.31 -1.0 3.0 11.3 34.1 21.8 12.5 16.0
Reliance RF -Wealth Creation (G) Not Ranked
860.31 0.1 2.0 12.0 33.5 17.5 -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 0.8 0.7 7.0 -- -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 0.8 0.7 7.0 -- -- -- --
HDFC Childrens Gift - Direct (Inv) Not Ranked
89.21 0.2 4.7 8.8 26.4 19.9 13.6 --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
LIC Unit Linked Insurance Not Ranked
0.10 0.5 2.6 6.9 25.2 14.1 8.1 --
HDFC Childrens Gift (Inv) Not Ranked
1,605.11 0.2 4.4 8.3 25.2 18.8 12.7 18.1
LIC Unit Linked Insurance Not Ranked
12.22 0.4 2.3 6.2 23.6 12.9 7.1 11.1
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
83.66 1.5 0.1 5.4 23.2 -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
220.65 0.7 0.4 6.4 -- -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 0.7 0.4 6.4 -- -- -- --
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
836.21 1.4 -0.2 4.8 21.7 -- -- --
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
2.75 0.8 0.7 7.0 21.8 14.7 11.7 --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
25.44 1.9 5.6 7.7 20.9 16.5 10.5 --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 0.7 0.4 6.4 20.5 13.3 10.3 12.5
ICICI Pru CCP - Gift Plan Not Ranked
391.01 1.9 5.3 7.3 20.0 15.6 9.5 15.8
Shriram Equity & Debt Opp -Dir (G) Not Ranked
9.77 -0.2 0.7 5.0 20.7 13.3 8.2 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.86 -0.2 0.5 4.7 19.9 12.6 7.5 --
UTI Retirement Benefit - Direct Not Ranked
62.43 0.2 2.3 5.8 15.6 14.6 10.9 --
UTI Wealth Builder - Direct (G) Not Ranked
23.22 -0.7 1.6 5.0 16.0 13.5 7.0 --
UTI Unit Linked Ins Plan - Direct Not Ranked
34.87 0.8 1.7 5.6 15.7 12.7 10.3 --
UTI Retirement Benefit Pension Not Ranked
2,360.95 0.1 2.1 5.4 14.9 13.9 10.2 11.7
UTI Unit Linked Insurance Plan Not Ranked
3,891.30 0.8 1.5 5.3 15.0 12.1 9.7 10.7
UTI Wealth Builder - RP (G) Not Ranked
920.54 -0.8 1.3 4.4 14.8 12.6 6.3 7.1
Principal SMART Equity - Direct (G) Not Ranked
5.73 0.2 1.5 3.6 13.1 10.6 8.2 --
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
11.68 0.1 -0.3 3.6 12.4 10.1 8.5 --
L&T Dynamic Equity Fund -Direct (G) Not Ranked
10.95 0.2 2.3 4.2 11.8 9.2 7.2 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
235.50 -- -0.5 3.3 11.7 9.5 7.9 --
DHFL Pramerica Equity Income-DP (G) Not Ranked
1.37 0.3 2.0 3.3 11.6 9.2 10.7 --
Principal SMART Equity Fund (G) Not Ranked
170.54 -- 1.1 2.7 11.5 9.3 7.0 11.5
Franklin (I) Pension Plan - Dir (G) Not Ranked
19.83 0.1 1.4 3.7 11.6 11.9 9.8 --
LIC Childrens Fund - Direct Not Ranked
13.64 -0.1 3.6 2.8 11.1 12.3 8.1 --
Franklin (I) Pension Plan (G) Not Ranked
398.17 -- 1.2 3.3 10.8 11.1 9.0 12.4
L&T Dynamic Equity Fund (G) Not Ranked
464.15 0.2 2.0 3.6 10.5 7.9 6.0 13.7
LIC Childrens Fund Not Ranked
15.26 -0.2 3.4 2.3 10.2 11.1 7.1 11.3
DHFL Pramerica Equity Income-RP (G) Not Ranked
29.10 0.1 1.6 2.5 10.0 8.1 9.4 9.5
Axis EAF - Sr. 2 - RP (G) Not Ranked
54.63 1.3 0.7 -- -- -- -- --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
868.42 0.9 1.3 6.6 -- -- -- --
Axis CDOF - DP (G) Not Ranked
196.52 0.6 1.6 -- -- -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
66.81 0.1 -- 0.5 -- -- -1.5 --
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.75 1.0 1.8 7.5 -- -- -- --
Axis MCF - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis MCF - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.23 1.4 1.1 -- -- -- -- --
Axis DEF - RP (G) Not Ranked
1,332.16 0.8 0.9 -- -- -- -- --
Axis DEF - DP (G) Not Ranked
11.06 0.9 1.3 -- -- -- -- --
Axis CDOF - RP (G) Not Ranked
80.78 0.5 1.4 -- -- -- -- --
Mirae Asset DBF - Direct (G) Not Ranked
11.25 0.2 0.4 1.3 -- -- -- --
CATEGORY AVERAGE 0.8 2.3 5.5 15.1 10.2 6.5 7.6

Note : Returns have been calculated based on NAV's as on Dec 12, 2017 & Index values as on Dec 12, 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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