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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 Apr 27, 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 4.4 9.1 9.0 20.0 9.9 -- --
Tata RSF - Progresive - Direct Not Ranked
3.90 8.8 17.2 17.6 35.9 19.9 26.9 --
Tata Retirement Sav. - Progresive Not Ranked
175.91 8.7 16.9 16.9 33.9 18.1 24.9 19.4
Tata RSF - Moderate - Direct Not Ranked
4.42 7.1 13.9 15.0 30.9 16.8 27.5 --
Tata Retirement Sav. - Moderate Not Ranked
79.29 7.0 13.6 14.3 29.3 15.3 25.8 20.2
Mirae Asset GCF -Direct (G) Not Ranked
3.02 6.1 13.3 9.8 28.2 11.8 21.0 --
UTI CCP Advantage Fund - Direct (G) Not Ranked
3.82 5.3 12.4 12.6 26.4 12.8 19.6 --
Mirae Asset GCF -Regular (G) Not Ranked
55.29 5.9 12.9 9.0 26.4 10.4 19.5 18.8
UTI CCP Advantage Fund (G) Not Ranked
152.86 5.2 12.2 12.2 25.6 12.1 18.9 16.3
ICICI Pru CCP - Gift Plan -Direct Not Ranked
10.55 0.7 8.5 6.1 23.0 13.3 19.1 --
HDFC Childrens Gift - Direct (Inv) Not Ranked
67.83 4.8 9.5 8.6 22.9 13.5 18.7 --
ICICI Pru CCP - Gift Plan Not Ranked
363.31 0.6 8.3 5.8 22.1 12.4 18.1 17.6
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
Reliance RF -Wealth Creation - DP (G) Not Ranked
17.09 4.6 9.6 10.0 22.1 11.8 -- --
HDFC Childrens Gift (Inv) Not Ranked
1,282.93 4.7 9.2 8.1 21.8 12.6 17.8 17.6
Reliance RF -Wealth Creation (G) Not Ranked
614.03 4.4 9.1 9.0 20.0 9.9 -- --
Tata Young Citizens Fund - Direct Not Ranked
2.31 4.0 7.9 8.9 18.1 10.2 16.5 --
Shriram Equity & Debt Opp -Dir (G) Not Ranked
8.91 4.5 8.5 6.4 17.7 9.1 12.4 --
UTI Retirement Benefit - Direct Not Ranked
51.61 1.9 4.5 6.0 17.0 11.5 14.2 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
31.65 4.4 8.3 6.1 17.0 8.4 11.7 --
Tata Young Citizens Fund - Regular Not Ranked
203.69 3.9 7.6 8.3 16.7 8.9 15.1 12.7
UTI Retirement Benefit Pension Not Ranked
2,072.68 1.9 4.3 5.7 16.2 10.8 13.5 11.9
UTI Wealth Builder - Direct (G) Not Ranked
18.51 2.8 5.5 6.5 15.3 7.5 10.2 --
UTI Wealth Builder - RP (G) Not Ranked
789.09 2.7 5.3 6.0 14.5 6.9 9.5 8.6
LIC Unit Linked Insurance Not Ranked
0.09 4.0 6.8 6.6 14.2 6.5 12.2 --
LIC Childrens Fund - Direct Not Ranked
6.70 2.9 5.5 5.4 14.2 10.3 15.3 --
UTI Unit Linked Ins Plan - Direct Not Ranked
25.04 1.5 4.6 5.0 13.3 9.9 13.0 --
LIC Unit Linked Insurance Not Ranked
11.80 3.9 6.5 6.1 13.2 5.6 11.4 11.4
Principal SMART Equity - Direct (G) Not Ranked
5.50 2.3 4.4 5.0 13.1 8.4 13.0 --
LIC Childrens Fund Not Ranked
13.00 2.8 5.2 5.0 12.9 9.1 14.1 12.2
UTI Unit Linked Insurance Plan Not Ranked
3,538.92 1.5 4.4 4.7 12.6 9.2 12.4 11.3
L&T Dynamic Equity Fund -Direct (G) Not Ranked
9.65 1.4 3.4 4.8 12.2 6.7 16.9 --
Franklin (I) Pension Plan - Dir (G) Not Ranked
16.23 1.6 3.1 3.0 12.0 9.6 15.9 --
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
8.54 2.0 3.9 4.9 11.9 8.3 11.7 --
Principal SMART Equity Fund (G) Not Ranked
147.81 2.2 4.2 4.3 11.8 7.2 11.9 13.7
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.27 1.6 4.9 5.5 11.6 10.1 13.5 --
DHFL Pramerica Income Advantage - RP (G Not Ranked
17.71 1.5 4.3 4.8 11.4 9.2 8.9 7.8
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
181.15 2.0 3.8 4.6 11.2 7.7 11.2 --
Franklin (I) Pension Plan (G) Not Ranked
376.99 1.6 3.0 2.7 11.2 8.8 15.0 13.3
L&T Dynamic Equity Fund (G) Not Ranked
362.89 1.3 3.1 4.2 10.9 5.4 15.7 15.6
DHFL Pramerica Equity Income Fund (G) Not Ranked
32.29 1.5 4.6 4.8 10.3 9.0 12.5 9.4
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
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
0.00 -- -- -- -- -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
0.00 -- -- -- -- -- -- --
Tata Young Citizens Fund (3Y) - Regular Not Ranked
206.56 -- -- -- -- -- -- --
Tata Young Citizens Fund (3Y) - Direct Not Ranked
0.00 -- 9.3 -- -- -- -- --
Mahindra MF DSY - DP (G) Not Ranked
2.78 2.3 -- -- -- -- -- --
Mahindra MF DSY - RP (G) Not Ranked
63.69 2.1 -- -- -- -- -- --
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
26.00 3.3 8.5 10.6 -- -- -- --
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
418.45 3.1 8.1 9.8 -- -- -- --
CATEGORY AVERAGE 2.9 5.8 5.7 13.1 7.8 11.3 9.0

Note : Returns have been calculated based on NAV's as on Apr 27, 2017 & Index values as on Apr 27, 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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