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)
Indiabulls Monthly Income Plan-Direct Plan-Growth Option 13.4 0.83% 1.29% 9.40% 17.35% 30.13% NA 2018-04-17
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 12.9 0.62% 0.78% 8.47% 15.64% 26.49% NA 2018-04-17
Principal Equity Savings Fund - Direct Plan - Growth Option 36.2 1.69% 0.14% 2.78% 8.71% 21.61% 25.75% 2018-04-17
Birla Sun Life Monthly Income - Growth - Direct Plan 69.8 0.65% 1.66% 2.98% 8.66% 20.48% 29.38% 2018-04-17
SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - DIRECT PLAN - GROWTH 27.2 1.57% 0.89% 3.82% 8.55% 21.50% 32.39% 2018-04-17
DHFL Pramerica Income Advantage Fund - Direct Plan - Growth 22.6 1.71% 0.44% 4.78% 7.88% 20.86% NA 2018-04-17
Birla Sun Life Monthly Income - Growth - Regular Plan 67.2 0.61% 1.50% 2.61% 7.83% 18.69% 26.51% 2018-04-17
Principal Equity Savings Fund - Growth Option 34.8 1.55% -0.20% 2.24% 7.82% 19.62% 22.88% 2018-04-17
ICICI Prudential Regular Income Fund - Direct Plan - Growth 18.4 0.77% 2.11% 3.50% 7.62% 18.69% 31.26% 2018-04-17
SBI MAGNUM MONTHLY INCOME PLAN - FLOATER - REGULAR PLAN - GROWTH 26.1 1.44% 0.58% 3.28% 7.45% 19.02% 28.44% 2018-04-17
Sundaram Monthly Income Plan - Conservative Plan - Direct Plan - Growth Option 17.2 0.76% 1.90% 2.94% 7.11% 16.87% 27.73% 2018-04-17
ICICI Prudential Regular Income Fund - Growth 17.6 0.69% 1.97% 3.17% 6.93% 16.63% 27.44% 2018-04-17
Canara Robeco Yield Advantage Fund - Direct Plan - Growth 17.2 0.70% 1.72% 2.39% 6.78% 17.76% 26.44% 2018-04-17
Sundaram Monthly Income Plan-Conservative - GROWTH 16.8 0.72% 1.82% 2.76% 6.69% 15.92% 26.22% 2018-04-17
SBI MAGNUM MONTHLY INCOME PLAN - DIRECT PLAN - GROWTH 40.3 2.18% 0.98% 1.08% 6.36% 21.73% 31.84% 2018-04-17
Canara Robeco Yield Advantage Fund - Regular Plan - Growth 16.5 0.61% 1.54% 1.98% 5.98% 15.73% 23.72% 2018-04-17
DHFL Pramerica Income Advantage Fund - Growth 21.3 1.62% 0.05% 3.70% 5.91% 17.53% NA 2018-04-17
SBI MAGNUM MONTHLY INCOME PLAN - REGULAR PLAN - GROWTH 38.5 2.09% 0.76% 0.63% 5.39% 19.40% 28.01% 2018-04-17
Birla Sun Life MIP - Direct Plan - Growth 47.3 0.90% 0.87% -0.96% 5.06% 16.61% 23.81% 2018-04-17
Tata Regular Savings Equity Fund- Direct Plan- Growth 32.9 1.45% 0.67% 1.92% 4.67% 17.82% 19.14% 2018-04-17
Birla Sun Life MIP - Regular Plan - Growth 45.8 0.93% 0.75% -1.34% 4.09% 14.82% 21.14% 2018-04-17
Tata Regular Savings Equity Fund -Regular Plan-Growth 31.3 1.33% 0.39% 1.33% 3.54% 15.26% 15.43% 2018-04-17