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 | 13.4 | 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 |