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) |
|---|---|---|---|---|---|---|---|---|
| SBI Multi Asset Allocation Fund Direct Plan Growth | 29.9 | -1.26% | 1.95% | 5.29% | 9.86% | 12.39% | 24.22% | 2019-12-12 |
| Canara Robeco Short Duration Fund Direct Plan Growth | 19.5 | 0.36% | 1.61% | 4.44% | 9.55% | 15.86% | 25.06% | 2019-12-12 |
| SBI Multi Asset Allocation Fund Regular Growth | 28.2 | -1.29% | 1.80% | 4.99% | 9.30% | 10.19% | 20.65% | 2019-12-12 |
| ICICI Prudential Ultra Short Term Fund Direct Plan Growth | 21.0 | 0.62% | 2.09% | 4.42% | 9.14% | 17.63% | 26.86% | 2019-12-12 |
| Canara Robeco Short Duration Fund Regular Growth | 18.5 | 0.38% | 1.48% | 4.11% | 8.82% | 14.26% | 22.26% | 2019-12-12 |
| ICICI Prudential Ultra Short Term Fund Growth | 20.0 | 0.60% | 1.99% | 4.17% | 8.59% | 16.30% | 24.56% | 2019-12-12 |
| Indiabulls Savings Income Direct Growth | 14.8 | 0.68% | 3.27% | 2.70% | 8.48% | 17.13% | 32.97% | 2019-12-12 |
| SBI Debt Hybrid Fund Direct Plan Growth | 43.3 | -0.16% | 2.12% | 2.08% | 8.31% | 8.53% | 18.10% | 2019-12-12 |
| Tata Equity Savings Direct Plan Growth | 36.2 | 0.33% | 3.11% | 2.03% | 8.07% | 11.54% | 20.17% | 2019-12-12 |
| SBI Debt Hybrid Fund Regular Growth | 40.8 | -0.22% | 1.97% | 1.77% | 7.73% | 6.80% | 15.18% | 2019-12-12 |
| Tata Equity Savings Regular Growth | 33.8 | 0.27% | 2.86% | 1.50% | 6.97% | 9.29% | 16.52% | 2019-12-12 |
| Indiabulls Savings Income Regular Growth | 14.0 | 0.50% | 2.86% | 1.96% | 6.94% | 13.80% | 27.34% | 2019-12-12 |
| Principal Equity Savings - Direct Plan - Growth Option | 39.1 | 0.05% | 2.70% | 1.69% | 6.02% | 9.73% | 25.55% | 2019-12-12 |
| Principal Equity Savings Fund Growth | 36.7 | -0.05% | 2.40% | 1.10% | 4.73% | 6.87% | 21.38% | 2019-12-12 |
