Value Research

Generate on: 03-Sep-2021 11:12

All Hybrid Funds

Fund Name Mar-20 Jun-20 Sep-20

Kotak Asset Allocator Fund - Direct Plan -13.77 18.65 9.30
Canara Robeco Equity Hybrid Fund - Direct Plan -14.51 13.05 7.83
Aditya Birla Sun Life Asset Allocator FoF - Direct P -14.48 15.34 8.32
Edelweiss Balanced Advantage Fund - Direct Plan -9.63 11.04 7.99
Tata Balanced Advantage Fund - Direct Plan -12.66 13.82 6.66
L&T Equity Savings Fund - Direct Plan -13.50 8.59 8.12
Mirae Asset Equity Savings Fund - Direct Plan -12.45 10.49 7.76
DSP Equity Savings Fund - Direct Plan -14.97 11.60 6.06
Axis Retirement Savings Fund - Dynamic Plan - Dir -9.08 6.92 2.57
Principal Equity Savings Fund - Direct Plan -9.41 9.35 5.71
Mahindra Manulife Equity Savings Dhan Sanchay Yo -13.67 11.51 5.89
UTI Retirement Benefit Pension Fund - Direct Plan -11.84 10.91 4.73
Aditya Birla Sun Life Financial Planning FoF - Mode -11.15 11.33 5.52
Kotak Debt Hybrid Fund - Direct Plan -6.19 8.16 4.75
Baroda Dynamic Equity Fund - Direct Plan -11.16 13.25 11.62
IDFC Asset Allocation Fund - Moderate Plan - Direc -11.87 8.84 5.83
UTI Children's Career Fund-Savings Plan - Direct P -12.34 9.47 4.20
UTI Unit Linked Insurance Plan - Direct Plan -11.48 8.45 6.51
Aditya Birla Sun Life Regular Savings Fund - Direct -11.04 6.34 5.55
UTI Equity Savings Fund - Direct Plan -9.98 7.93 3.65
HDFC Equity Savings Fund - Direct Plan -12.13 8.09 3.24
SBI Equity Savings Fund - Direct Plan -13.15 9.94 5.29
Aditya Birla Sun Life Equity Savings Fund - Direct P -11.00 7.81 5.56
BNP Paribas Dynamic Equity Fund - Direct Plan -11.94 11.32 6.47
Axis Retirement Savings Fund - Conservative Plan - -4.19 6.87 2.59
Invesco India Equity Savings Fund - Direct Plan -7.58 7.70 4.31
DSP Dynamic Asset Allocation Fund - Direct Plan -11.99 13.73 3.65
PGIM India Equity Savings Fund - Direct Plan -11.56 6.59 4.32
Canara Robeco Conservative Hybrid Fund - Direct -3.01 7.11 3.88
ICICI Prudential Equity Savings Fund - Direct Plan -13.36 9.16 3.49
Kotak Equity Savings Fund - Direct Plan -10.34 10.18 4.78
Edelweiss Equity Savings Fund - Direct Plan -4.81 6.67 4.25
Shriram Balanced Advantage Fund - Direct Plan -9.20 9.16 5.00
Principal Balanced Advantage Fund - Direct Plan -7.85 9.10 4.86
ICICI Prudential Income Optimizer Fund (FOF) - Dir -9.02 7.23 6.38
Franklin India Equity Savings Fund - Direct Plan -12.19 8.61 3.57
L&T Balanced Advantage Fund - Direct Plan -11.46 13.28 6.91
SBI Multi Asset Allocation Fund - Direct Plan -9.18 12.71 3.15
HDFC Hybrid Debt Fund - Direct Plan -6.61 4.51 3.48
Axis Equity Saver Fund - Direct Plan -10.46 7.58 4.26
Motilal Oswal Dynamic Fund - Direct Plan -14.10 12.61 5.72
Quantum Multi Asset Fund of Funds - Direct Plan -8.21 10.39 4.52
ICICI Prudential Regular Savings Fund - Direct Plan -3.96 4.91 4.72
Aditya Birla Sun Life Financial Planning FoF - Conse -6.67 8.90 3.99
Franklin India Pension Fund - Direct Plan -8.35 6.96 1.57
DSP Regular Savings Fund - Direct Plan -6.48 7.98 3.54
SBI Debt Hybrid Fund - Direct Plan -5.91 6.98 3.63
BOI AXA Conservative Hybrid Fund - Direct Plan -2.41 3.14 6.74
IDFC Equity Savings Fund - Direct Plan -10.48 11.76 4.03
Sundaram Equity Savings Fund - Direct Plan -10.15 8.03 4.04
HDFC Retirement Savings Fund - Hybrid Debt Plan - -2.93 4.33 3.50
 Median
Dec-20 Mar-21 Jun-21 S19-J21
12.30 5.87 8.89 7.38
16.17 5.07 7.86 6.45
13.80 4.09 7.80 5.95
14.87 4.53 6.37 5.45
10.89 5.34 5.03 5.19
10.07 4.29 5.76 5.03
10.16 4.21 5.37 5.00
8.73 5.25 4.55 4.90
20.12 2.83 7.54 4.88
10.73 4.00 6.21 4.86
12.97 4.23 5.44 4.85
10.51 4.57 6.34 4.65
12.61 3.27 6.01 4.40
8.36 2.36 4.72 4.25
13.85 2.47 4.23 4.22
8.37 2.28 5.49 4.19
11.78 2.59 4.80 4.10
12.37 1.61 4.06 4.05
10.28 4.74 3.33 4.04
10.26 4.37 4.53 4.01
11.78 4.67 7.26 3.96
12.06 3.09 4.66 3.93
10.59 3.92 3.83 3.88
8.78 2.19 4.20 3.86
10.20 1.49 4.96 3.78
5.91 2.01 4.17 3.71
10.67 1.76 4.57 3.68
8.28 2.79 5.49 3.67
6.63 1.88 4.01 3.57
7.75 3.61 2.57 3.55
7.66 2.00 3.62 3.52
7.78 2.76 4.61 3.51
11.66 1.92 3.39 3.39
5.83 2.09 4.69 3.39
5.88 2.66 4.05 3.36
11.74 3.12 5.39 3.35
6.57 1.09 3.44 3.33
8.87 0.27 7.35 3.31
9.52 3.12 5.20 3.30
12.60 1.94 4.23 3.24
7.78 2.01 2.56 3.21
7.14 0.50 3.53 3.17
5.92 1.66 2.74 3.17
8.53 2.02 4.26 3.16
9.79 2.46 3.98 3.06
6.25 2.33 4.18 3.05
9.52 2.44 4.06 3.04
4.32 0.66 3.56 3.04
6.64 2.51 3.51 3.01
8.10 2.24 3.19 3.01
6.52 1.62 3.87 3.01