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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 23, 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 2.3 4.3 7.4 15.9 11.3 8.8 6.4
HSBC MIP - Regular Plan (G) Rank 4
190.76 2.2 3.8 6.8 14.2 9.9 7.7 8.0
Tata Monthly Income Fund (G) Not Ranked
29.86 2.5 4.1 7.1 13.9 10.7 7.7 7.4
Birla SL MIP II-Savings 5 (G) Rank 2
289.92 2.7 4.5 7.0 13.1 11.2 9.4 10.9
ICICI Pru MIP (G) Rank 3
773.79 2.2 4.1 6.4 12.7 9.6 8.5 8.4
UTI Monthly Income Scheme (G) Rank 3
309.47 2.1 3.8 5.9 12.6 9.3 8.0 8.8
Principal MIP (G) Not Ranked
32.28 2.0 4.4 6.5 12.3 9.1 7.2 7.6
Birla Sun Life MIP (G) Rank 3
203.50 1.9 3.3 5.3 12.2 8.9 8.0 8.6
Birla SL Monthly Income (G) Rank 5
381.46 2.1 3.8 5.7 11.8 8.9 8.0 9.1
ICICI Pru MIP 5 (G) Not Ranked
43.43 2.4 4.7 6.6 11.4 9.1 -- --
Sundaram MIP-Conservative (G) Not Ranked
8.46 2.3 3.9 6.1 11.2 8.5 6.8 --
Sundaram CPOF- Sr 3 -5 yrs (G) Not Ranked
115.63 1.3 3.0 4.8 11.1 -- -- --
Sundaram CPOF- Sr 4 -5 yrs (G) Not Ranked
90.46 1.2 3.1 4.9 10.8 -- -- --
SBI Magnum MIP - Floater (G) Not Ranked
7.56 1.0 2.2 4.2 10.3 8.7 8.5 6.2
Sundaram CPOF- Sr 7 -3 yrs (G) Not Ranked
53.42 0.8 2.5 4.0 9.3 -- -- --
Sundaram CPOF- Sr 4 -2 yrs (G) Not Ranked
89.83 0.5 2.0 3.3 8.6 -- -- --
JM Monthly Income Plan (G) Not Ranked
5.17 -0.1 1.3 1.6 7.9 7.0 6.0 4.2
DWS Income Advantage - RP (G) Not Ranked
8.53 1.0 3.2 4.5 7.8 7.9 6.6 7.4
Can Robeco Yield Advantage (G) Not Ranked
4.54 0.5 1.8 3.1 7.4 8.1 -- --
DWS Income Advantage - IP (G) Not Ranked
5.51 -- -- -- -- -- -- --
Sundaram MIP-Conservative (B) Not Ranked
0.05 -- -- -- -- -- -- --
CATEGORY AVERAGE 1.5 3.0 4.8 10.2 6.6 4.8 4.4

Note : Returns have been calculated based on NAV's as on May 23, 2013 & Index values as on May 23, 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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