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Performance Tracker
MIP Conservative
Monthly Income Plan (MIP) funds that invest 0 - 15 per cent in equity securities.
MIP Conservative - Returns (in %) - as on May 21, 2013
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Mutual Fund Scheme Crisil Rank AUM
(Rs. cr.)
Mar 13
1mth 3mth 6mth 1yr 2yr 3yr 5yr  
* Returns over 1 year are Annualised
Birla SL MIP II-Savings 5 (G) Rank 2
289.92 3.3 4.8 7.6 13.7 11.4 9.6 11.0
Principal MIP (G) Not Ranked
32.28 3.0 4.8 7.3 12.8 9.3 7.3 7.6
SBI Magnum MIP (G) Rank 1
241.29 3.3 4.7 8.3 16.6 11.6 9.0 6.4
ICICI Pru MIP 5 (G) Not Ranked
43.43 2.7 4.7 6.8 11.6 9.2 -- --
ICICI Pru MIP (G) Rank 3
773.79 2.8 4.6 7.1 13.3 10.0 8.7 8.4
Tata Monthly Income Fund (G) Not Ranked
29.86 3.0 4.4 7.6 14.4 10.8 7.8 7.4
UTI Monthly Income Scheme (G) Rank 3
309.47 2.9 4.3 6.6 13.5 9.6 8.2 8.9
Birla SL Monthly Income (G) Rank 5
381.46 2.8 4.2 6.4 12.5 9.2 8.2 9.2
HSBC MIP - Regular Plan (G) Rank 4
190.76 2.8 4.0 7.3 14.7 10.1 7.8 8.0
Sundaram MIP-Conservative (G) Not Ranked
8.46 2.6 3.9 6.3 11.4 8.5 6.8 --
Birla Sun Life MIP (G) Rank 3
203.50 2.6 3.8 6.0 12.9 9.2 8.1 8.6
Sundaram CPOF- Sr 4 -5 yrs (G) Not Ranked
90.46 2.3 3.7 5.7 11.5 -- -- --
Sundaram CPOF- Sr 3 -5 yrs (G) Not Ranked
115.63 2.3 3.6 5.5 11.8 -- -- --
DWS Income Advantage - RP (G) Not Ranked
8.53 1.4 3.6 4.9 8.4 8.1 6.7 7.5
Sundaram CPOF- Sr 7 -3 yrs (G) Not Ranked
53.42 1.5 3.0 4.6 9.8 -- -- --
Sundaram CPOF- Sr 4 -2 yrs (G) Not Ranked
89.83 1.0 2.3 3.7 8.9 -- -- --
SBI Magnum MIP - Floater (G) Not Ranked
7.56 1.3 2.3 4.5 10.7 8.8 8.6 6.1
JM Monthly Income Plan (G) Not Ranked
5.17 0.7 1.9 2.3 8.8 7.5 6.2 4.2
Can Robeco Yield Advantage (G) Not Ranked
4.54 0.7 1.9 3.4 7.8 8.2 -- --
Sundaram MIP-Conservative (B) Not Ranked
0.05 -- -- -- -- -- -- --
DWS Income Advantage - IP (G) Not Ranked
5.51 -- -- -- -- -- -- --
CATEGORY AVERAGE 2.0 3.4 5.3 10.7 6.7 4.9 4.4

Note : Returns have been calculated based on NAV's as on May 21, 2013 & Index values as on May 21, 2013

As per AMFI guidelines, effective from quarter ending December 31, 2010, fund houses have stopped publishing the Assets Under Management (AUM) on a monthly basis. This data is published every quarter.

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