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Performance Tracker

Equity Oriented Hybrid Speciality Funds

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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 Feb 23, 2018
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Feb 18
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Mirae Asset GCF -Direct (G) Not Ranked
12.78 -6.5 -0.4 11.3 31.9 31.2 14.3 21.7
Mirae Asset GCF -Regular (G) Not Ranked
137.81 -6.6 -0.7 10.6 30.1 29.5 12.8 20.2
Tata RSF - Progresive - Direct Not Ranked
31.12 -6.5 -1.0 7.9 26.8 32.0 14.9 21.3
Tata Retirement Sav. - Progresive Not Ranked
28.71 -6.6 -1.3 7.2 25.3 30.2 13.2 19.6
UTI CCP Advantage Fund - Direct (G) Not Ranked
76.85 -4.6 -0.7 7.6 23.5 27.6 11.3 17.4
Reliance RF -Wealth Creation - DP (G) Not Ranked
43.35 -6.0 0.3 8.1 23.1 26.5 12.4 --
UTI CCP Advantage Fund (G) Not Ranked
74.52 -4.7 -0.9 7.1 22.5 26.6 10.6 16.7
Tata RSF - Moderate - Direct Not Ranked
31.41 -5.2 -0.6 6.4 21.9 26.8 13.7 21.7
Reliance RF -Wealth Creation (G) Not Ranked
41.43 -6.1 -- 7.5 21.5 24.6 10.7 --
Tata Retirement Sav. - Moderate Not Ranked
29.34 -5.3 -0.9 5.8 20.6 25.4 12.3 20.2
HDFC Childrens Gift - Direct (Inv) Not Ranked
120.48 -4.9 0.1 7.1 19.8 24.0 11.9 19.3
Tata Young Citizens Fund (3-7Y) - Dir. Not Ranked
27.87 -3.6 -0.7 3.9 -- -- -- --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
HDFC Childrens Gift (Inv) Not Ranked
115.90 -5.0 -0.1 6.6 18.7 22.9 11.0 18.4
Tata Young Citizens Fund (3Y) - Direct Not Ranked
27.87 -3.6 -0.7 3.9 -- -- -- --
LIC Unit Linked Insurance Not Ranked
18.25 -4.4 1.1 6.6 17.1 17.9 6.2 --
Motilal MOSt Dynamic Eq Fund-D (G) Not Ranked
12.23 -1.5 2.2 3.2 15.9 -- -- --
LIC Unit Linked Insurance Not Ranked
17.62 -4.4 0.8 5.9 15.6 16.6 5.2 11.4
Tata Young Citizens Fund (3Y) - Regular Not Ranked
26.43 -3.7 -1.0 3.3 -- -- -- --
Tata Young Citizens Fund (3-7Y) - Reg. Not Ranked
26.43 -3.7 -1.0 3.3 -- -- -- --
Tata Young Citizens Fund (A7Y) - Direct Not Ranked
27.87 -3.6 -0.7 3.9 14.8 16.8 9.1 13.5
Motilal MOSt Dynamic Eq Fund-R (G) Not Ranked
12.04 -1.6 1.9 2.6 14.6 -- -- --
ICICI Pru CCP - Gift Plan -Direct Not Ranked
27.23 -3.0 2.8 9.5 13.9 22.3 9.5 17.5
Shriram Equity & Debt Opp -Dir (G) Not Ranked
29.51 -3.1 0.5 4.2 13.6 16.7 6.8 --
Tata Young Citizens Fund (A7Y) - Regular Not Ranked
26.43 -3.7 -1.0 3.3 13.6 15.5 7.8 12.3
ICICI Pru CCP - Gift Plan Not Ranked
413.94 -3.1 2.6 9.0 13.0 21.3 8.6 16.6
Shriram Equity & Debt Opp -Reg (G) Not Ranked
28.85 -3.2 0.3 3.8 12.8 16.0 6.1 --
UTI Retirement Benefit - Direct Not Ranked
26.82 -2.6 0.5 4.9 12.3 16.9 10.0 12.3
UTI Unit Linked Ins Plan - Direct Not Ranked
25.19 -2.5 0.7 4.1 11.8 14.1 8.8 11.3
UTI Retirement Benefit Pension Not Ranked
26.06 -2.7 0.4 4.6 11.6 16.1 9.4 11.7
UTI Unit Linked Insurance Plan Not Ranked
24.52 -2.6 0.5 3.8 11.2 13.4 8.2 10.7
UTI Wealth Builder - Direct (G) Not Ranked
54.58 -2.3 0.7 5.4 10.7 16.1 5.7 9.0
UTI Wealth Builder - RP (G) Not Ranked
52.55 -2.4 0.4 4.8 9.6 15.1 4.9 8.3
DHFL Pramerica Equity Income-DP (G) Not Ranked
72.30 -2.1 1.4 5.0 9.3 10.4 9.0 10.9
Principal SMART Equity - Direct (G) Not Ranked
37.63 -1.7 0.8 3.1 9.3 13.5 7.0 13.1
L&T Dynamic Equity Fund -Direct (G) Not Ranked
43.27 -1.1 1.3 4.5 9.0 12.1 5.0 15.7
Franklin (I) Pension Plan - Dir (G) Not Ranked
143.20 -3.0 -1.0 1.8 8.4 13.0 7.7 12.6
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
27.33 -1.5 -0.3 0.7 8.2 11.3 7.0 --
Principal SMART Equity Fund (G) Not Ranked
35.12 -1.8 0.4 2.2 7.7 12.1 5.7 12.0
DHFL Pramerica Equity Income-RP (G) Not Ranked
69.55 -2.2 1.0 4.1 7.7 9.2 7.7 9.8
L&T Dynamic Equity Fund (G) Not Ranked
40.94 -1.2 1.1 4.0 7.7 10.8 3.8 14.5
Franklin (I) Pension Plan (G) Not Ranked
138.19 -3.0 -1.2 1.4 7.6 12.2 6.9 11.9
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
25.57 -1.5 -0.4 0.4 7.5 10.6 6.4 --
LIC Childrens Fund - Direct Not Ranked
18.08 -4.8 -3.2 0.9 4.0 14.0 5.3 11.6
LIC Childrens Fund Not Ranked
17.25 -4.9 -3.5 0.4 3.1 12.7 4.3 10.6
Axis EAF - Sr. 2 - RP (G) Not Ranked
10.11 -2.6 0.6 1.8 -- -- -- --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
Axis EAF - Sr. 1 - RP (G) Not Ranked
10.73 -2.5 1.1 4.8 -- -- -- --
Axis CDOF - DP (G) Not Ranked
10.39 0.5 1.5 3.2 -- -- -- --
Axis CDOF - RP (G) Not Ranked
10.34 0.4 1.2 2.8 -- -- -- --
Axis EAF - Sr. 1 - DP (G) Not Ranked
10.86 -2.4 1.7 5.8 -- -- -- --
Axis CBF Sr.1 - RP (G) Not Ranked
0.00 -- -- -- -- -- -- --
Mirae Asset DBF - Direct (G) Not Ranked
10.40 -0.5 -0.4 0.3 -- -- -- --
Axis CBF Sr.1 - DP (G) Not Ranked
0.00 -- -- -- -- -- -- --
DHFL Pramerica Equity Income-RP (D) Not Ranked
0.00 -- -- -- -- -- -- --
Axis MCF - RP (G) Not Ranked
9.93 -3.0 -- -- -- -- -- --
Axis MCF - DP (G) Not Ranked
9.97 -2.8 -- -- -- -- -- --
Axis EAF - Sr. 2 - DP (G) Not Ranked
10.20 -2.5 1.1 2.8 -- -- -- --
Axis DEF - RP (G) Not Ranked
10.36 -1.9 0.8 3.6 -- -- -- --
Axis DEF - DP (G) Not Ranked
10.45 -1.7 1.4 4.6 -- -- -- --
Mirae Asset DBF - Regular (G) Not Ranked
10.27 -0.6 -0.8 -0.5 -- -- 0.9 --
CATEGORY AVERAGE -3.2 0.0 4.1 10.1 12.3 5.6 8.1

Note : Returns have been calculated based on NAV's as on Feb 23, 2018 & Index values as on Feb 23, 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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