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 Monthly Income Plan-Direct Plan-Growth Option | 13.5 | 1.74% | 1.35% | 5.39% | 16.41% | 29.24% | NA | 2018-06-22 |
| Indiabulls Monthly Income Plan-Regular Plan-Growth Option | 13.0 | 1.56% | 0.85% | 4.34% | 14.56% | 25.41% | NA | 2018-06-22 |
| DHFL Pramerica Income Advantage Fund - Direct Plan - Growth | 22.7 | 1.25% | 2.20% | 2.85% | 7.52% | 18.57% | NA | 2018-06-22 |
| ICICI Prudential Regular Income Fund - Direct Plan - Growth | 18.5 | 0.76% | 1.70% | 3.64% | 7.11% | 18.10% | 30.58% | 2018-06-22 |
| Principal Equity Savings Fund - Direct Plan - Growth Option | 36.4 | 0.89% | 2.22% | 1.17% | 7.01% | 20.84% | 26.74% | 2018-06-22 |
| SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - DIRECT PLAN - GROWTH | 27.0 | -0.33% | 0.97% | 0.90% | 6.59% | 17.57% | 30.08% | 2018-06-22 |
| ICICI Prudential Regular Income Fund - Growth | 17.8 | 0.68% | 1.54% | 3.32% | 6.41% | 16.16% | 26.70% | 2018-06-22 |
| Birla Sun Life Monthly Income - Growth - Direct Plan | 69.4 | -0.19% | 0.56% | 1.85% | 6.23% | 19.24% | 28.77% | 2018-06-01 |
| Principal Equity Savings Fund - Growth Option | 34.8 | 0.75% | 1.78% | 0.49% | 5.90% | 18.65% | 23.67% | 2018-06-22 |
| Birla Sun Life Monthly Income - Growth - Regular Plan | 66.8 | -0.22% | 0.39% | 1.49% | 5.40% | 17.44% | 25.91% | 2018-06-01 |
| SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - REGULAR PLAN - GROWTH | 25.9 | -0.46% | 0.58% | 0.23% | 5.37% | 15.12% | 26.00% | 2018-06-22 |
| DHFL Pramerica Income Advantage Fund - Growth | 21.4 | 1.09% | 1.81% | 1.91% | 5.37% | 15.14% | NA | 2018-06-22 |
| Canara Robeco Yield Advantage Fund - Direct Plan - Growth | 17.2 | 0.70% | 0.94% | 2.38% | 5.13% | 16.82% | 25.51% | 2018-06-22 |
| Canara Robeco Yield Advantage Fund - Regular Plan - Growth | 16.5 | 0.67% | 0.79% | 2.04% | 4.36% | 14.89% | 22.84% | 2018-06-22 |
| Tata Regular Savings Equity Fund- Direct Plan- Growth | 32.9 | 0.15% | 1.26% | 0.92% | 3.65% | 15.68% | 18.77% | 2018-06-22 |
| Tata Regular Savings Equity Fund -Regular Plan-Growth | 31.2 | 0.06% | 1.00% | 0.35% | 2.53% | 13.17% | 15.01% | 2018-06-22 |
| SBI MAGNUM MONTHLY INCOME PLAN - DIRECT PLAN - GROWTH | 39.7 | 0.40% | 0.53% | -0.68% | 1.74% | 17.20% | 29.04% | 2018-06-22 |
| Birla Sun Life MIP - Direct Plan - Growth | 46.8 | -0.15% | 0.58% | -1.89% | 1.65% | 14.39% | 22.54% | 2018-06-01 |
| Birla Sun Life MIP - Regular Plan - Growth | 45.2 | -0.20% | 0.51% | -2.19% | 0.76% | 12.63% | 19.92% | 2018-06-01 |
| SBI MAGNUM MONTHLY INCOME PLAN - REGULAR PLAN - GROWTH | 37.9 | 0.29% | 0.19% | -1.23% | 0.72% | 14.87% | 25.17% | 2018-06-22 |
