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."

Mutual Fund SchemeNAVMonth3 Month6 MonthYear2 Year3 YearAs on
(yy-mm-dd)
SBI MAGNUM MONTHLY INCOME PLAN - DIRECT PLAN - GROWTH 37.9 1.09% 1.72% 4.38% 14.45% 24.44% 47.88% 2017-04-28
Tata Regular Savings Equity Fund- Direct Plan- Growth 31.6 1.68% 3.17% 4.37% 13.32% 14.22% 33.39% 2017-04-28
SBI MAGNUM MONTHLY INCOME PLAN - REGULAR PLAN - GROWTH 36.6 1.02% 1.50% 3.89% 13.26% 21.91% 43.82% 2017-04-28
Principal Equity Savings Fund - Direct Plan - Growth Option 33.7 2.56% 5.12% 4.56% 13.13% 17.35% 32.64% 2017-04-28
DHFL Pramerica Income Advantage Fund - Direct Plan - Growth 21.1 1.15% 4.47% 4.99% 12.51% NA NA 2017-04-28
Principal Equity Savings Fund - Growth Option 32.6 2.51% 4.89% 4.15% 12.25% 15.67% 29.81% 2017-04-28
Tata Regular Savings Equity Fund -Regular Plan-Growth 30.3 1.58% 2.92% 3.84% 12.10% 11.90% 29.67% 2017-04-28
SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - DIRECT PLAN - GROWTH 25.1 0.89% 2.62% 4.16% 11.83% 22.36% 44.77% 2017-04-28
DHFL Pramerica Income Advantage Fund - Growth 20.2 1.10% 4.23% 4.50% 11.47% NA NA 2017-04-28
Indiabulls Monthly Income Plan-Direct Plan-Growth Option 11.5 2.23% 1.42% 4.19% 11.17% NA NA 2017-04-28
Birla Sun Life Monthly Income - Growth - Direct Plan 64.2 0.77% 0.31% 2.05% 10.95% 19.74% 40.52% 2017-04-28
Birla Sun Life MIP - Direct Plan - Growth 45.0 0.51% 0.13% 1.81% 10.85% 18.20% 34.98% 2017-04-28
SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - REGULAR PLAN - GROWTH 24.3 0.83% 2.40% 3.67% 10.70% 19.93% 41.09% 2017-04-28
Canara Robeco Yield Advantage Fund - Direct Plan - Growth 16.1 0.75% 2.03% 4.62% 10.21% 18.57% 27.40% 2017-04-28
ICICI Prudential Regular Income Fund - Direct Plan - Growth 17.1 0.65% 1.85% 4.40% 10.20% 21.84% 39.92% 2017-04-28
Birla Sun Life MIP - Regular Plan - Growth 43.9 0.43% -0.07% 1.46% 10.14% 16.73% 32.56% 2017-04-28
Birla Sun Life Monthly Income - Growth - Regular Plan 62.3 0.71% 0.10% 1.65% 10.12% 18.00% 37.52% 2017-04-28
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 11.2 2.18% 1.08% 3.41% 9.67% NA NA 2017-04-28
Canara Robeco Yield Advantage Fund - Regular Plan - Growth 15.6 0.71% 1.83% 4.15% 9.19% 16.90% 24.58% 2017-04-28
Sundaram Monthly Income Plan - Conservative Plan - Direct Plan - Growth Option 16.1 0.63% 1.26% 3.75% 9.18% 19.24% 34.31% 2017-04-28
ICICI Prudential Regular Income Fund - Growth 16.5 0.61% 1.60% 3.85% 9.00% 19.00% 36.12% 2017-04-28
Sundaram Monthly Income Plan-Conservative - GROWTH 15.7 0.58% 1.16% 3.56% 8.72% 18.30% 32.13% 2017-04-28
JM MIP Fund (Direct) - Growth Option 25.8 0.43% 1.34% 2.87% 7.15% 15.66% 30.60% 2017-04-28
JM MIP FUND-Growth 24.2 0.33% 1.05% 2.24% 6.11% 12.85% 25.78% 2017-04-28