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 | 24.6 | 1.57% | 3.72% | 6.19% | 8.63% | 17.35% | 31.85% | 2019-04-16 |
| ICICI Prudential Ultra Short Term Fund - Direct Plan - Growth | 19.9 | 0.81% | 2.16% | 4.64% | 8.23% | 16.55% | 28.71% | 2019-04-16 |
| ICICI Prudential Ultra Short Term Fund - Growth | 18.9 | 0.74% | 1.99% | 4.35% | 7.61% | 15.21% | 25.76% | 2019-04-16 |
| Canara Robeco Short Duration Fund - Direct Plan - Growth | 18.4 | 0.60% | 2.17% | 4.84% | 7.16% | 14.57% | 26.29% | 2019-04-16 |
| DHFL Pramerica Hybrid Debt Fund - Growth | 22.7 | 1.43% | 3.27% | 5.24% | 6.52% | 12.99% | 25.68% | 2019-04-16 |
| Canara Robeco Short Duration Fund - Regular Plan - Growth | 17.5 | 0.57% | 2.04% | 4.53% | 6.43% | 12.94% | 23.35% | 2019-04-16 |
| Indiabulls Savings Income Fund-Direct Plan-Growth Option | 14.2 | 1.29% | 2.31% | 5.74% | 5.90% | 24.39% | 37.94% | 2019-04-16 |
| Tata Equity Savings Fund- Direct Plan- Growth | 34.8 | 1.19% | 3.79% | 6.98% | 5.71% | 10.97% | 24.99% | 2019-04-16 |
| Principal Equity Savings Fund - Direct Plan - Growth Option | 38 | 1.12% | 2.48% | 4.31% | 5.00% | 14.46% | 27.99% | 2019-04-16 |
| Tata Equity Savings Fund -Regular Plan-Growth | 32.7 | 1.11% | 3.51% | 6.44% | 4.70% | 8.73% | 21.08% | 2019-04-16 |
| Indiabulls Savings Income Fund-Regular Plan-Growth Option | 13.5 | 1.27% | 2.11% | 5.12% | 4.64% | 21.11% | 32.49% | 2019-04-16 |
| SBI DEBT HYBRID FUND - DIRECT PLAN - GROWTH | 42.0 | 1.16% | 4.14% | 8.27% | 4.17% | 11.08% | 27.34% | 2019-04-16 |
| SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH | 28.2 | 0.79% | 2.17% | 5.30% | 3.86% | 12.83% | 26.54% | 2019-04-16 |
| Principal Equity Savings Fund - Growth Option | 36.0 | 1.01% | 2.16% | 3.57% | 3.45% | 11.82% | 24.05% | 2019-04-16 |
| SBI DEBT HYBRID FUND - REGULAR PLAN - GROWTH | 39.8 | 1.12% | 4.03% | 7.92% | 3.24% | 9.08% | 23.77% | 2019-04-16 |
| SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH | 26.8 | 0.75% | 2.06% | 4.90% | 2.57% | 10.30% | 22.41% | 2019-04-16 |
