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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 Jun 17, 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 -- 1.0 0.9 4.6 9.5 8.8 --
Mirae Asset GCF -Direct (G) Not Ranked
20.97 0.1 3.6 2.3 19.6 25.1 17.0 22.6
Mirae Asset GCF -Regular (G) Not Ranked
226.55 -- 3.3 1.7 18.1 23.4 15.5 21.1
Tata RSF - Progresive - Direct Not Ranked
29.66 -0.8 3.7 2.3 16.4 24.2 19.5 22.5
Tata Retirement Sav. - Progresive Not Ranked
357.76 -0.9 3.4 1.7 15.0 22.6 17.8 20.7
Axis EAF - Sr. 1 - DP (G) Not Ranked
3.98 1.6 5.0 5.9 14.6 -- -- --
UTI CCF - Investment Plan - D (G) Not Ranked
7.21 0.3 3.4 1.8 14.5 20.0 14.6 18.4
Tata RSF - Moderate - Direct Not Ranked
69.91 -0.5 3.3 2.4 13.6 20.7 16.0 22.5
UTI CCF - Investment Plan (G) Not Ranked
226.14 0.2 3.2 1.4 13.5 19.1 13.8 17.7
Reliance RF -Wealth Creation - DP (G) Not Ranked
29.27 -1.5 0.7 -0.3 13.0 17.6 13.5 --
Axis EAF - Sr. 1 - RP (G) Not Ranked
913.93 1.5 4.7 5.0 12.7 -- -- --
Tata Retirement Sav. - Moderate Not Ranked
443.63 -0.6 3.0 1.8 12.4 19.3 14.5 21.0
Reliance RF -Wealth Creation (G) Not Ranked
1,121.22 -1.6 0.5 -0.7 11.9 16.0 11.8 --
LIC Unit Linked Insurance Not Ranked
0.09 0.2 3.2 3.0 10.8 14.3 9.3 12.6
ICICI Pru Child Care Fund (Gift Plan) D Rank 2
28.89 1.7 1.6 1.5 10.5 14.2 12.7 19.2
HDFC Childrens Gift - Direct (Inv) Not Ranked
121.19 -0.6 1.6 1.2 9.9 16.7 13.5 19.3
UTI Unit Linked Ins Plan - Direct Not Ranked
43.17 1.0 3.3 3.8 9.9 11.7 10.8 11.8
Tata Young Citizens Fund (3Y) - Direct Rank 4
27.87 0.5 1.4 2.1 9.8 -- -- --
Tata Young Citizens Fund (3-7Y) - Dir. Rank 4
27.87 0.5 1.4 2.1 9.8 -- -- --
ICICI Pru Child Care Fund (Gift Plan) Rank 5
433.44 1.6 1.4 1.1 9.5 13.3 11.8 18.3
LIC Unit Linked Insurance Not Ranked
12.05 0.1 2.9 2.4 9.4 13.1 8.2 11.7
L&T Dynamic Equity Fund -Direct (G) Not Ranked
11.48 0.4 3.3 4.5 9.3 10.2 7.6 16.8
UTI Unit Linked Insurance Plan Not Ranked
4,075.13 1.0 3.1 3.5 9.3 11.1 10.1 11.2
HDFC Childrens Gift (Inv) Not Ranked
1,995.39 -0.6 1.3 0.7 8.8 15.6 12.5 18.4
Tata Young Citizens Fund (3Y) - Regular Rank 3
219.43 0.4 1.2 1.6 8.6 -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Rank 3
26.43 0.4 1.2 1.6 8.6 -- -- --
Motilal Oswal Dynamic Fund - D (G) Not Ranked
150.63 -0.2 1.1 2.6 8.5 -- -- --
L&T Dynamic Equity Fund (G) Not Ranked
469.92 0.3 3.0 3.9 8.1 9.0 6.3 15.6
UTI Multi Asset Fund - D (G) Not Ranked
29.83 0.1 0.8 2.0 7.6 10.4 8.2 10.1
Motilal Oswal Dynamic Fund - (G) Not Ranked
1,208.44 -0.3 0.9 2.1 7.4 -- -- --
DHFL Pramerica Equity Savings - D (G) Not Ranked
1.62 0.2 2.1 3.3 7.2 8.8 8.7 10.6
Principal Balanced Advantage - D (G) Not Ranked
3.61 0.6 2.5 2.8 6.5 9.8 8.4 14.4
UTI Multi Asset Fund - R (G) Not Ranked
958.88 -- 0.5 1.4 6.4 9.3 7.3 9.3
Tata Young Citizens Fund (A7Y) - Direct Rank 4
3.22 -1.4 -0.2 -1.4 6.3 12.1 9.7 13.1
UTI Retirement Benefit Pension - D Not Ranked
71.43 -0.2 -0.1 0.3 6.2 11.5 10.8 12.0
DHFL Pramerica Equity Savings (G) Not Ranked
30.04 0.1 1.8 2.7 5.7 7.3 7.5 9.5
UTI Retirement Benefit Pension - R Not Ranked
2,532.38 -0.3 -0.2 -- 5.6 10.8 10.1 11.4
Tata Young Citizens Fund (A7Y) - Regular Rank 3
203.69 -1.5 -0.5 -1.9 5.1 10.9 8.4 11.8
Principal Balanced Advantage (G) Not Ranked
173.38 0.5 2.2 2.0 5.0 8.4 7.1 13.3
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
16.28 0.1 1.5 1.1 4.9 8.3 7.6 --
DSP BR Dynamic Asset Allocation - DP (G) Not Ranked
35.12 -- 1.0 0.9 4.6 9.5 8.8 --
Franklin (I) Pension Plan - Dir (G) Not Ranked
22.35 0.6 1.6 0.5 4.6 8.9 8.9 12.4
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
285.25 0.1 1.3 0.7 4.2 7.7 7.1 --
Franklin (I) Pension Plan (G) Not Ranked
401.09 0.6 1.4 0.1 3.8 8.1 8.1 11.6
DSP BR Dynamic Asset Allocation - RP (G) Not Ranked
799.96 -0.2 0.8 0.5 3.7 8.5 7.9 --
Mirae Asset DBF - Direct (G) Not Ranked
14.32 0.6 1.0 1.0 2.3 -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
49.27 0.5 0.6 0.2 0.7 -- -- --
LIC Childrens Fund - Direct Not Ranked
0.96 0.1 -1.0 -5.4 -2.8 4.6 6.4 10.7
LIC Childrens Fund Not Ranked
17.30 -- -1.3 -5.9 -3.7 3.6 5.2 9.6
Axis CDOF - DP (G) Not Ranked
125.53 0.7 1.7 3.4 -- -- -- --
Axis CDOF - RP (G) Not Ranked
141.01 0.6 1.5 3.0 -- -- -- --
Axis DEF - DP (G) Not Ranked
23.78 1.5 3.8 4.5 -- -- -- --
II E&BF - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
II E&BF - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Axis DEF - RP (G) Not Ranked
2,252.80 1.3 3.5 3.6 -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
0.37 1.6 5.1 5.8 -- -- -- --
Axis MCF - DP (G) Not Ranked
17.20 2.5 9.2 9.5 -- -- -- --
Axis MCF - RP (G) Not Ranked
2,036.38 2.4 8.9 8.7 -- -- -- --
Axis CBF Sr.1 - DP (G) Not Ranked
0.20 -1.7 0.2 -- -- -- -- --
Axis CBF Sr.1 - RP (G) Not Ranked
110.77 -1.8 -0.1 -- -- -- -- --
Axis EAF - Sr. 2 - RP (G) Not Ranked
86.75 1.4 4.5 4.7 -- -- -- --
Mirae Asset STF - Direct (G) Not Ranked
1.54 0.2 -- -- -- -- -- --
Mirae Asset STF - Regular (G) Not Ranked
17.31 0.1 -- -- -- -- -- --
CATEGORY AVERAGE 0.2 1.9 1.6 6.3 7.9 6.4 7.7

Note : Returns have been calculated based on NAV's as on Jun 17, 2018 & Index values as on Jun 18, 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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