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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 22, 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
SBI Magnum MIP (G) Rank 1
241.29 3.1 4.7 8.2 16.5 11.6 9.0 6.5
HSBC MIP - Regular Plan (G) Rank 4
190.76 2.7 4.1 7.4 14.8 10.1 7.8 8.1
Tata Monthly Income Fund (G) Not Ranked
29.86 2.8 4.3 7.6 14.3 10.8 7.8 7.4
Birla SL MIP II-Savings 5 (G) Rank 2
289.92 3.0 4.7 7.5 13.6 11.3 9.5 10.9
UTI Monthly Income Scheme (G) Rank 3
309.47 2.8 4.2 6.6 13.5 9.6 8.1 8.9
ICICI Pru MIP (G) Rank 3
773.79 2.7 4.5 7.0 13.3 9.9 8.6 8.4
Birla Sun Life MIP (G) Rank 3
203.50 2.4 3.7 5.9 12.9 9.2 8.1 8.6
Principal MIP (G) Not Ranked
32.28 2.8 4.7 7.1 12.7 9.3 7.3 7.6
Birla SL Monthly Income (G) Rank 5
381.46 2.6 4.2 6.3 12.4 9.1 8.2 9.2
ICICI Pru MIP 5 (G) Not Ranked
43.43 2.6 4.8 7.0 11.7 9.2 -- --
Sundaram CPOF- Sr 3 -5 yrs (G) Not Ranked
115.63 2.2 3.5 5.5 11.7 -- -- --
Sundaram CPOF- Sr 4 -5 yrs (G) Not Ranked
90.46 2.2 3.6 5.6 11.4 -- -- --
Sundaram MIP-Conservative (G) Not Ranked
8.46 2.4 3.9 6.3 11.4 8.5 6.8 --
SBI Magnum MIP - Floater (G) Not Ranked
7.56 1.4 2.5 4.6 10.8 8.9 8.6 6.2
Sundaram CPOF- Sr 7 -3 yrs (G) Not Ranked
53.42 1.4 2.9 4.5 9.8 -- -- --
Sundaram CPOF- Sr 4 -2 yrs (G) Not Ranked
89.83 0.9 2.2 3.6 8.8 -- -- --
JM Monthly Income Plan (G) Not Ranked
5.17 0.5 1.6 2.0 8.5 7.3 6.1 4.2
DWS Income Advantage - RP (G) Not Ranked
8.53 1.4 3.5 4.9 8.1 8.1 6.7 7.5
Can Robeco Yield Advantage (G) Not Ranked
4.54 0.7 1.8 3.2 7.7 8.1 -- --
DWS Income Advantage - IP (G) Not Ranked
5.51 -- -- -- -- -- -- --
Sundaram MIP-Conservative (B) Not Ranked
0.05 -- -- -- -- -- -- --
CATEGORY AVERAGE 1.9 3.3 5.3 10.7 6.7 4.9 4.5

Note : Returns have been calculated based on NAV's as on May 22, 2013 & Index values as on May 22, 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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