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) |
|---|---|---|---|---|---|---|---|---|
| DHFL Pramerica Hybrid Debt Fund - Direct Plan - Growth | 24.8 | 0.28% | 2.27% | 5.62% | 9.10% | 17.36% | 30.03% | 2019-06-25 |
| ICICI Prudential Ultra Short Term Fund - Direct Plan - Growth | 20.2 | 0.75% | 2.23% | 4.45% | 8.84% | 16.71% | 28.68% | 2019-06-25 |
| Canara Robeco Short Duration Fund - Direct Plan - Growth | 18.7 | 0.75% | 2.18% | 4.64% | 8.64% | 14.35% | 27.07% | 2019-06-25 |
| Indiabulls Savings Income Fund-Direct Plan-Growth Option | 14.5 | 0.62% | 3.13% | 5.31% | 8.54% | 25.13% | 39.19% | 2019-06-25 |
| ICICI Prudential Ultra Short Term Fund - Growth | 19.2 | 0.68% | 2.07% | 4.17% | 8.28% | 15.29% | 25.85% | 2019-06-25 |
| Tata Equity Savings Fund- Direct Plan- Growth | 35.5 | 0.82% | 2.81% | 6.29% | 7.94% | 11.78% | 25.33% | 2019-06-25 |
| Canara Robeco Short Duration Fund - Regular Plan - Growth | 17.8 | 0.68% | 2.00% | 4.27% | 7.87% | 12.64% | 24.01% | 2019-06-25 |
| Indiabulls Savings Income Fund-Regular Plan-Growth Option | 13.8 | 0.51% | 2.83% | 4.63% | 7.32% | 21.71% | 33.37% | 2019-06-25 |
| DHFL Pramerica Hybrid Debt Fund - Growth | 22.9 | 0.18% | 1.91% | 4.81% | 7.11% | 12.87% | 23.93% | 2019-06-25 |
| Tata Equity Savings Fund -Regular Plan-Growth | 33.3 | 0.73% | 2.52% | 5.71% | 6.87% | 9.47% | 21.40% | 2019-06-25 |
| SBI DEBT HYBRID FUND - DIRECT PLAN - GROWTH | 42.3 | 0.74% | 1.73% | 5.43% | 6.81% | 8.45% | 25.12% | 2019-06-25 |
| SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH | 28.7 | 2.25% | 2.57% | 5.44% | 6.34% | 13.13% | 25.01% | 2019-06-25 |
| SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH | 40.1 | 0.70% | 1.62% | 5.20% | 6.03% | 6.60% | 21.80% | 2019-06-25 |
| Principal Equity Savings Fund - Direct Plan - Growth Option | 38.4 | 0.52% | 2.02% | 4.12% | 5.67% | 13.04% | 27.66% | 2019-06-25 |
| SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH | 27.2 | 2.22% | 2.49% | 5.26% | 5.34% | 10.75% | 21.16% | 2019-06-25 |
| Principal Equity Savings Fund - Growth Option | 36.3 | 0.44% | 1.77% | 3.54% | 4.23% | 10.35% | 23.63% | 2019-06-25 |
