Annual Mutual Fund Performance Report - Monthly Income Funds (Less than 20% Equity)

Annual Mutual Fund Performance Report 2nd March 2008 – Investorline

Yearly Performance (on the basis of Investment Strategy) of Mutual Funds (As on 21st Feb 2008).

To view the full past performance record – Click here

Provided by – Investorline Services

 

Monthly Income Funds (<= 20% Equity)- MIP

Funds

Fund Size (Rs Cr)  Jan  08

1 Year

 Since Inception CAGR

Monthly Income Funds (<= 20% Equity)

 

 

 

ABN AMRO Monthly Income Plan

184.20

4.08

9.77

Birla MIP II - Savings 5 Plan

489.32

9.30

6.55

Birla MIP II - Wealth 25 Plan

103.98

7.82

10.55

Birla Monthly Income Plan C

133.68

11.17

10.89

Birla Sun Life Monthly Income

172.49

11.51

12.66

DBS Chola MIP - Regular

4.20

24.23

11.74

DSP ML  Savings Plus - Conservative

11.72

4.24

6.41

DSP ML  Savings Plus - Moderate

116.24

5.88

10.30

DWS MIP Fund - Plan B

0.73

8.12

6.71

HDFC Monthly Income Plan - STP

135.30

7.33

7.72

HSBC MIP - Regular

61.32

12.60

8.48

HSBC MIP - Savings

114.98

15.36

11.10

ICICI Prudential  MIP Plan

531.97

10.44

10.74

ING Vysya MIP Fund - Plan B

5.13

8.53

7.25

JM MIP Fund

13.76

9.07

8.22

Kotak Income Plus

30.23

9.10

8.91

Principal MIP - Accumulation Plan

88.12

16.60

10.36

SBI Magnum Monthly Income Plan

88.17

8.20

8.87

Sundaram Monthly Income Plan

25.00

7.88

8.11

Tata MIP Plus Fund

45.15

10.97

7.53

Tata Monthly Income Fund

26.48

10.03

7.65

Templeton Monthly Income Plan

113.77

11.69

10.46

UTI Monthly Income Scheme

148.99

11.17

8.31

Avg

 

10.23

9.10

Invest in Mutual Fund –Online       Invest in Mutual Fund - Offline


Comments

Post a Comment

Popular posts from this blog

Modest gains at Wall Street

28 Jan 2009 | 09:31 Modest gains at Wall Street stocks at Wall Street managed a steady end with some modest gains on Tuesday, 27 January, 2009. Though stocks dealt with a couple of worse thane expected earning reports since morning, the indices have managed to stay in the green for the entire session. Crude prices dropped drastically today. After being up by more than 80 points earlier during the day, The Dow Jones Industrial Average ended higher by 58 points at 8,174, the Nasdaq closed higher by 15 points at 1,504 and the S&P 500 closed higher by 9 points at 845. While the financial and technology sectors led today, consumer discretionary and telecom sectors were the laggards for the day. In the earning arena today, Dow component Verizon met expectations. Market is looking forward to AT&T's quarterly report tomorrow. American Express reported better than feared earnings and the company reported th
Read more

Contact Us

You may direct all your Mutual Funds & Insurance related to queries and filled Application Forms (download Mutual Fund Scheme Application Forms & CAF) and with supporting documents at Rajesh Kumar Mutual Fund Advisor Investorline Services D-16/261, Sector-7, Rohini, New Delhi-110085 Phone- 9213326572 Email- indiainsured@aol.com Supporting Documents required along with Mutual Fund application Form- Cheque ( amount you wish to invest) / Demand Draft in the name of Mutual Fund Scheme (as mentioned in the Application Form) Self Attested copy of PAN Card Address Proof (Latest Telephone bill, Latest Electricity bill, Passport, Driving License, Latest Bank Passbook, Latest Bank Account Statement, Latest Demat, Account Statement, Voter Identity Card, Ration Card, Registered Lease/ Sale Agreement of Residence at) Identity Proof: PAN Card (Mandatory Requirement), Passport, Voter's Card, Driving License, UIN Card, Photo Ration Card, Photo Debit Card (Issued by Bank) KYC Verifica
Read more

Budget 2008- What you can Expect

Budget 2008 – Expectations   --Life may be less taxing after Budget – --FM may hike STT, says NSDL's Tilak --Brokerage expectations from 2008/09 budget --BPO industry seeks separate identity --Drug cos seek cure for R&D in the forthcoming budget --Animation & gaming companies want STPI-like tax break for exports --Textile machinery sector needs a booster dose --Dismantle tax on house construction: Urban Housing Ministry --Consumer durable makers for lower indirect taxes --Plantation cos look for rejuvenation package --Budget 2008: Govt should allow 100% FDI in retail --Lotus Mutual CEO expects, at best, mildly positive Budget --Excise, interest rate cuts to improve manufacturing: FICCI --Brainstorming with ET: Great minds on Budget     Life may be less taxing after Budget – NEW DELHI: Finance Minister P Chidambaram might spread cheer all around with Budget 2008-09, the last full-fledged Budget of the UPA government. A hike in the inco
Read more