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

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