MIP Conservative Mutual Funds Moderate Risk

Montly Income Plans (Conservative) invest 15%-30% of their allocation in equity securities and the rest in Debt instruments. They offer regular income in the form of periodic (monthly, quarterly, half-yearly) dividend payouts.

Due to the equity component, the returns can be volatile. Dividends can be given only from profits not from the original capital which means that dividends are not gauranteed and based on market conditions.

Conservative Monthly Income Plans are categorized as carrying Moderate Risk."

Last Updated: 09 Jul 2025, 12:48 p.m. (IST)
Mutual Fund Scheme NAV Month 3 Month 6 Month Year 2 Year 3 Year As on
(yy-mm-dd)
Indiabulls Savings Income Direct Growth 17.4 1.57% 2.35% 4.00% 16.37% 21.22% 28.56% 2021-09-13
Indiabulls Savings Income Regular Growth 15.9 1.40% 1.85% 3.04% 14.10% 16.95% 22.43% 2021-09-13
SBI Multi Asset Allocation Fund Direct Plan Growth 66.3 1.95% 11.25% 8.31% 9.47% 42.67% 69.23% 2025-07-08
Sundaram Equity Savings - Direct Plan - Growth Option 82.2 0.83% 6.96% 5.22% 9.22% 32.25% 50.70% 2025-07-08
Canara Robeco Short Duration Fund Direct Plan Growth 27.9 0.11% 2.31% 4.86% 9.04% 16.82% 24.11% 2025-07-08
SBI Multi Asset Allocation Fund Regular Growth 59.8 1.87% 11.02% 7.86% 8.48% 40.11% 64.67% 2025-07-08
Canara Robeco Short Duration Fund Regular Growth 25.5 0.08% 2.16% 4.59% 8.41% 15.42% 21.92% 2025-07-08
ICICI Prudential Ultra Short Term Fund Direct Plan Growth 30.1 0.57% 2.07% 4.23% 8.17% 16.38% 24.38% 2025-07-08
ICICI Prudential Ultra Short Term Fund Growth 27.8 0.54% 1.98% 4.00% 7.71% 15.45% 22.80% 2025-07-08
Sundaram Equity Savings Fund Growth 70.9 0.71% 6.56% 4.45% 7.53% 28.04% 43.41% 2025-07-08
SBI Conservative Hybrid Fund Direct Plan Growth 79.8 0.83% 5.46% 5.06% 7.52% 24.50% 39.74% 2025-07-08
Tata Equity Savings Direct Plan Growth 62.3 0.76% 4.37% 4.64% 7.04% 25.96% 38.54% 2025-07-08
SBI Conservative Hybrid Fund Regular Growth 73.0 0.79% 5.32% 4.79% 6.99% 23.26% 37.64% 2025-07-08
Tata Equity Savings Regular Growth 55.3 0.71% 4.22% 4.32% 6.39% 24.30% 35.51% 2025-07-08
DHFL Pramerica Hybrid Debt Fund - Growth 22.8 0.00% 0.00% 0.00% 0.00% -0.26% 6.70% 2019-07-28
Sundaram Capital Protection Oriented Fund 3 Years (Series 9) - Growth Option 12.4 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2015-12-04
Sundaram Capital Protection Oriented Fund 5 Years (Series 4) - Growth Option 14.4 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2016-12-07
DHFL Pramerica Hybrid Debt Fund - Direct Plan - Growth 24.7 0.00% 0.00% 0.00% 0.00% -0.12% 8.85% 2019-07-28
Sundaram Monthly Income Plan - Conservative Plan - Direct Plan - Growth Option 17.2 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-05-03
Sundaram Capital Protection Oriented Fund 2 Years (Series 4) - Growth Option 11.6 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2013-11-20
Sundaram Monthly Income Plan-Conservative - GROWTH 16.7 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-05-03
Birla Sun Life MIP - Direct Plan - Growth 46.8 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-06-01
Birla Sun Life Monthly Income - Growth - Regular Plan 66.8 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-06-01
Birla Sun Life Monthly Income - Growth - Direct Plan 69.4 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-06-01
JM MIP Fund (Direct) - Growth Option 25.8 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2017-04-28
JM MIP FUND-Growth 24.2 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2017-04-28
Birla Sun Life MIP - Regular Plan - Growth 45.2 0.00% 0.00% 0.00% 0.00% 0.00% 0.00% 2018-06-01