Moneycontrol
YOU ARE HERE > Moneycontrol > Mutual Funds > Evaluate > Performance Tracker : Equity Oriented Hybrid Speciality Funds
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 Oct 16, 2017
Compare With Indices
  • Sensex
  • Nifty
  • BANK Nifty
  • BANKEX
  • BSE Auto
  • BSE CD INDEX
  • BSE FMCG INDEX
  • BSE HEALTHCARE
  • BSE IPO
  • BSE IT INDEX
  • BSE Metal
  • BSE Oil & Gas
  • BSE POWER INDEX
  • BSE PSU INDEX
  • BSE REALTY
  • BSE TECk INDEX
  • BSE-100
  • BSE-200
  • BSE-500
  • BSE-MIDCAP
  • BSE-SMALLCAP
  • CAPITAL GOODS
  • CNX 100
  • CNX IT
  • CNX Midcap
  • CNX NIFTY JR
  • Nifty Midcap 50
  • S&P CNX 500
  • S&P CNX Defty

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 0.3 5.4 15.4 22.7 13.9 -- --
Tata RSF - Progresive - Direct Not Ranked
10.41 0.1 8.2 15.5 30.3 23.4 22.5 --
Tata Retirement Sav. - Progresive Not Ranked
247.73 -- 7.9 14.7 28.6 21.6 20.7 19.5
Mirae Asset GCF -Direct (G) Not Ranked
7.32 0.7 5.4 19.1 27.4 19.2 18.9 --
UTI CCP Advantage Fund - Direct (G) Not Ranked
5.33 1.9 7.4 14.6 26.6 17.3 16.4 --
UTI CCP Advantage Fund (G) Not Ranked
189.31 1.8 7.2 14.1 25.7 16.5 15.7 16.8
Mirae Asset GCF -Regular (G) Not Ranked
89.15 0.5 5.0 18.3 25.6 17.7 17.3 19.7
Tata RSF - Moderate - Direct Not Ranked
19.60 0.1 6.4 12.4 25.0 20.0 20.9 --
Reliance RF -Wealth Creation - DP (G) Not Ranked
22.59 0.3 5.7 16.2 24.6 15.8 -- --
Tata Retirement Sav. - Moderate Not Ranked
180.47 -- 6.2 11.8 23.6 18.5 19.3 20.2
Reliance RF -Wealth Creation (G) Not Ranked
860.31 0.3 5.4 15.4 22.7 13.9 -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 0.3 4.7 -- -- -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 0.3 4.7 -- -- -- -- --
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
83.66 -0.6 3.3 7.3 18.4 -- -- --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
HDFC Childrens Gift - Direct (Inv) Not Ranked
89.21 1.2 2.7 10.9 18.0 15.8 15.2 --
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
2.75 0.3 4.7 9.2 17.1 12.4 13.9 --
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
836.21 -0.7 3.0 6.7 17.0 -- -- --
HDFC Childrens Gift (Inv) Not Ranked
1,605.11 1.1 2.5 10.3 16.9 14.7 14.3 18.2
Tata Young Citizens Fund (3Y) - Regular Not Ranked
220.65 0.2 4.4 -- -- -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 0.2 4.4 -- -- -- -- --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
203.69 0.2 4.4 8.6 15.8 11.1 12.4 12.7
LIC Unit Linked Insurance Not Ranked
0.10 0.9 3.7 10.7 15.2 9.4 10.5 --
LIC Unit Linked Insurance Not Ranked
12.22 0.8 3.3 9.9 13.9 8.3 9.6 11.4
UTI Retirement Benefit - Direct Not Ranked
62.43 0.6 2.2 7.3 13.2 12.3 12.1 --
Shriram Equity & Debt Opp -Dir (G) Not Ranked
9.77 0.7 3.2 8.5 12.6 9.5 10.7 --
UTI Retirement Benefit Pension Not Ranked
2,360.95 0.6 2.1 7.0 12.5 11.6 11.4 11.9
UTI Unit Linked Ins Plan - Direct Not Ranked
34.87 0.7 3.3 7.6 12.1 11.1 11.8 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
32.86 0.7 3.0 8.2 11.9 8.8 10.0 --
UTI Unit Linked Insurance Plan Not Ranked
3,891.30 0.7 3.1 7.3 11.4 10.4 11.2 11.1
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
11.68 0.2 2.6 6.4 10.7 9.1 10.3 --
UTI Wealth Builder - Direct (G) Not Ranked
23.22 0.4 2.2 6.1 10.6 8.7 7.5 --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
235.50 0.1 2.4 6.0 10.0 8.5 9.8 --
Principal SMART Equity - Direct (G) Not Ranked
5.73 0.3 1.2 5.7 9.5 8.8 9.2 --
UTI Wealth Builder - RP (G) Not Ranked
920.54 0.3 1.9 5.6 9.6 7.9 6.8 7.5
L&T Dynamic Equity Fund -Direct (G) Not Ranked
10.95 0.9 1.7 4.0 9.0 5.5 9.9 --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
25.44 -- -0.6 1.1 8.8 12.4 10.7 --
Franklin (I) Pension Plan - Dir (G) Not Ranked
19.83 0.3 1.5 5.8 8.3 9.8 12.3 --
Principal SMART Equity Fund (G) Not Ranked
170.54 0.2 0.8 5.0 8.2 7.6 8.0 12.3
ICICI Pru CCP - Gift Plan Not Ranked
391.01 -0.1 -0.8 0.7 7.9 11.4 9.8 15.0
L&T Dynamic Equity Fund (G) Not Ranked
464.15 0.8 1.4 3.4 7.7 4.2 8.6 14.4
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.37 0.2 0.9 3.2 7.5 8.7 11.8 --
Franklin (I) Pension Plan (G) Not Ranked
398.17 0.2 1.3 5.4 7.5 9.0 11.5 12.9
DHFL Pramerica Income Advantage - RP (G Not Ranked
19.43 0.3 0.9 2.4 6.2 8.8 7.6 7.4
DHFL Pramerica Equity Income Fund (G) Not Ranked
29.10 -- 0.4 2.4 6.1 7.6 10.6 9.2
LIC Childrens Fund - Direct Not Ranked
13.64 0.7 -2.1 1.1 5.8 9.3 10.0 --
LIC Childrens Fund Not Ranked
15.26 0.7 -2.3 0.7 5.0 8.1 9.0 11.3
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
Axis EAF - Sr. 2 - RP (G) Not Ranked
54.63 -0.8 -- -- -- -- -- --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
Mirae Asset DBF - Direct (G) Not Ranked
11.25 0.4 1.0 3.3 -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
868.42 0.2 4.9 -- -- -- -- --
Axis CDOF - DP (G) Not Ranked
196.52 0.6 -- -- -- -- -- --
Axis CDOF - RP (G) Not Ranked
80.78 0.5 -- -- -- -- -- --
Axis DEF - DP (G) Not Ranked
11.06 0.4 -- -- -- -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
66.81 0.2 0.7 2.6 -- -- -1.0 --
Axis DEF - RP (G) Not Ranked
1,332.16 0.2 -- -- -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.23 -0.6 -- -- -- -- -- --
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.75 0.4 5.5 -- -- -- -- --
CATEGORY AVERAGE 0.3 2.2 5.5 9.8 8.3 7.6 7.8

Note : Returns have been calculated based on NAV's as on Oct 16, 2017 & Index values as on Oct 16, 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.

Quick Links (Mouseover on for more information)
Sections
Follow us on
Available On