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."
| 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 |
| Sundaram Equity Savings - Direct Plan - Growth Option | 80.6 | 3.02% | 4.98% | 5.15% | 11.94% | 34.69% | 50.94% | 2025-05-16 |
| SBI Multi Asset Allocation Fund Direct Plan Growth | 63.9 | 4.34% | 6.16% | 6.29% | 11.55% | 43.22% | 65.08% | 2025-05-16 |
| SBI Multi Asset Allocation Fund Regular Growth | 57.7 | 4.26% | 5.95% | 5.81% | 10.53% | 40.67% | 60.63% | 2025-05-16 |
| Sundaram Equity Savings Fund Growth | 69.6 | 2.88% | 4.60% | 4.36% | 10.19% | 30.38% | 43.58% | 2025-05-16 |
| SBI Conservative Hybrid Fund Direct Plan Growth | 78.4 | 2.15% | 4.87% | 3.88% | 9.99% | 25.34% | 39.41% | 2025-05-16 |
| Tata Equity Savings Direct Plan Growth | 61.5 | 1.92% | 4.06% | 4.55% | 9.87% | 27.60% | 38.60% | 2025-05-16 |
| SBI Conservative Hybrid Fund Regular Growth | 71.8 | 2.12% | 4.75% | 3.65% | 9.47% | 24.13% | 37.32% | 2025-05-16 |
| Canara Robeco Short Duration Fund Direct Plan Growth | 27.6 | 1.14% | 3.21% | 5.18% | 9.34% | 16.79% | 24.13% | 2025-05-16 |
| Tata Equity Savings Regular Growth | 54.7 | 1.86% | 3.90% | 4.23% | 9.19% | 25.92% | 35.53% | 2025-05-16 |
| Canara Robeco Short Duration Fund Regular Growth | 25.3 | 1.08% | 3.09% | 4.84% | 8.66% | 15.39% | 21.94% | 2025-05-16 |
| ICICI Prudential Ultra Short Term Fund Direct Plan Growth | 29.7 | 0.68% | 2.24% | 4.06% | 8.04% | 16.29% | 23.96% | 2025-05-16 |
| ICICI Prudential Ultra Short Term Fund Growth | 27.5 | 0.66% | 2.16% | 3.85% | 7.60% | 15.37% | 22.41% | 2025-05-16 |
| 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 - Growth | 22.8 | 0.00% | 0.00% | 0.00% | 0.00% | -0.26% | 6.70% | 2019-07-28 |
| 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 |