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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 Mar 23, 2017
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Mutual Fund Scheme

Crisil Rank AUM
(Rs. cr.)
Dec 16
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Sponsored Advt.
Reliance RF -Wealth Creation (G) Not Ranked
524.12 1.1 14.5 3.7 19.7 6.7 -- --
Tata RSF - Progresive - Direct Not Ranked
3.27 2.6 19.2 6.4 30.4 11.6 25.1 --
Tata Retirement Sav. - Progresive Not Ranked
153.56 2.5 18.8 5.7 28.5 9.9 23.2 16.8
ICICI Pru CCP - Gift Plan -Direct Not Ranked
9.51 3.9 14.7 4.8 27.3 10.8 22.2 --
Tata RSF - Moderate - Direct Not Ranked
3.34 2.3 15.6 6.5 27.0 11.0 26.8 --
ICICI Pru CCP - Gift Plan Not Ranked
344.67 3.9 14.5 4.4 26.2 9.8 21.2 17.2
Tata Retirement Sav. - Moderate Not Ranked
65.12 2.2 15.2 5.8 25.4 9.6 25.1 18.3
UTI CCP Advantage Fund - Direct (G) Not Ranked
3.32 3.1 16.5 6.3 25.3 7.7 19.8 --
Mirae Asset GCF -Direct (G) Not Ranked
2.69 1.7 16.3 3.0 25.3 7.1 20.7 --
UTI CCP Advantage Fund (G) Not Ranked
142.70 3.1 16.3 6.0 24.5 7.0 19.1 14.7
Mirae Asset GCF -Regular (G) Not Ranked
52.73 1.6 15.9 2.4 23.7 5.7 19.1 18.1
Reliance RF -Wealth Creation - DP (G) Not Ranked
14.62 1.2 15.0 4.6 21.8 8.5 -- --
SBI Magnum NRI Fund - FAP (G) Not Ranked
0.12 -- -- -- -- -- -- --
HDFC Childrens Gift - Direct (Inv) Not Ranked
59.69 1.3 10.1 3.6 21.3 9.1 18.9 --
HDFC Childrens Gift (Inv) Not Ranked
1,186.18 1.2 9.9 3.1 20.2 8.2 18.0 16.8
Reliance RF -Wealth Creation (G) Not Ranked
524.12 1.1 14.5 3.7 19.7 6.7 -- --
UTI Retirement Benefit - Direct Not Ranked
46.98 1.1 6.3 4.6 18.0 9.7 14.5 --
UTI Retirement Benefit Pension Not Ranked
1,963.07 1.1 6.1 4.3 17.2 9.0 13.8 11.6
UTI Wealth Builder - Direct (G) Not Ranked
15.33 0.6 8.6 2.7 16.0 4.7 10.5 --
Shriram Equity & Debt Opp -Dir (G) Not Ranked
8.20 1.5 11.9 1.0 15.6 4.8 11.6 --
UTI Wealth Builder - RP (G) Not Ranked
712.89 0.5 8.4 2.3 15.2 4.0 9.8 8.3
Tata Young Citizens Fund - Direct Not Ranked
2.18 1.4 8.5 3.9 15.2 6.4 15.7 --
LIC Childrens Fund - Direct Not Ranked
6.73 0.3 7.5 2.7 15.1 6.7 14.8 --
Shriram Equity & Debt Opp -Reg (G) Not Ranked
29.46 1.4 11.8 0.6 14.9 4.2 11.0 --
UTI Unit Linked Ins Plan - Direct Not Ranked
21.39 1.8 7.2 3.4 14.2 8.0 13.5 --
Tata Young Citizens Fund - Regular Not Ranked
203.69 1.3 8.2 3.3 13.9 5.1 14.3 11.9
LIC Childrens Fund Not Ranked
13.28 0.2 7.4 2.4 13.7 5.5 13.6 11.5
UTI Unit Linked Insurance Plan Not Ranked
3,412.76 1.8 7.0 3.0 13.6 7.4 12.9 11.0
LIC Unit Linked Insurance Not Ranked
0.08 1.0 11.2 1.4 13.5 2.2 11.8 --
Principal SMART Equity - Direct (G) Not Ranked
4.78 0.5 6.2 2.5 12.8 6.5 14.1 --
Franklin (I) Pension Plan - Dir (G) Not Ranked
14.76 0.8 5.1 1.1 12.7 7.7 16.1 --
LIC Unit Linked Insurance Not Ranked
11.62 0.9 10.9 0.9 12.5 1.3 11.0 10.4
L&T Dynamic Equity Fund -Direct (G) Not Ranked
8.86 0.6 5.9 3.7 11.8 3.4 18.2 --
Franklin (I) Pension Plan (G) Not Ranked
373.01 0.7 4.9 0.8 11.8 6.9 15.3 12.9
DHFL Pramerica Equity Income Fund - Dire Not Ranked
1.26 1.3 5.8 3.6 11.7 9.0 12.8 --
Principal SMART Equity Fund (G) Not Ranked
144.66 0.4 5.9 1.9 11.6 5.4 13.0 13.1
DHFL Pramerica Income Advantage - RP (G Not Ranked
20.97 1.0 5.4 3.0 11.6 8.0 8.8 7.6
BOI AXA Eqty Debt Rebalancer-DP (G) Not Ranked
8.34 1.3 6.9 2.9 11.4 6.8 -- --
BOI AXA Eqty Debt Rebalancer-RP (G) Not Ranked
168.17 1.2 6.7 2.6 10.8 6.3 -- --
L&T Dynamic Equity Fund (G) Not Ranked
296.65 0.5 5.5 3.1 10.6 2.2 17.0 15.4
DHFL Pramerica Equity Income Fund (G) Not Ranked
34.16 1.2 5.5 2.9 10.3 8.0 11.8 9.2
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
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
330.13 2.1 12.1 -- -- -- -- --
UTI Wealth Builder - IP (G) Not Ranked
4.08 -- -- -- -- -- -- --
Motilal Oswal MOSt Focused Dynamic Equit Not Ranked
22.68 2.2 12.5 -- -- -- -- --
Mahindra MF DSY - DP (G) Not Ranked
0.00 1.1 -- -- -- -- -- --
Mahindra MF DSY - RP (G) Not Ranked
0.00 0.9 -- -- -- -- -- --
CATEGORY AVERAGE 1.4 8.7 2.3 13.2 5.4 11.3 8.8

Note : Returns have been calculated based on NAV's as on Mar 23, 2017 & Index values as on Mar 23, 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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