Apr 6, 2008

Mutual Fund Performance Report- Monthly Income Funds (<= 20% Equity)

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Mutual Fund Performance Report

(As on 27-Mar-2008)

Monthly Income Funds (<= 20% Equity)

3 Mths

6 Mths

1 Year

 2 Year CAGR

 3 Year CAGR

ABN AMRO Monthly Income Plan

-5.92

-2.88

2.42

6.65

8.10

Birla MIP II - Savings 5 Plan

2.33

4.74

10.04

8.32

7.27

Birla MIP II - Wealth 25 Plan

-9.93

-4.72

5.05

5.36

8.81

Birla Monthly Income Plan C

-5.54

-1.11

9.77

8.11

8.51

Birla Sun Life Monthly Income

-4.71

0.37

10.43

9.38

10.02

DBS Chola MIP - Regular

10.34

22.75

26.01

15.48

13.10

DSP ML  Savings Plus - Conservative

-1.28

0.46

4.35

5.33

6.28

DSP ML  Savings Plus - Moderate

-2.91

0.51

6.60

6.74

8.72

DWS MIP Fund - Plan B

-1.60

1.70

8.69

5.65

6.48

HDFC Monthly Income Plan - STP

-3.88

0.39

5.82

4.56

6.88

HSBC MIP - Regular

-2.13

3.09

12.40

9.76

9.48

HSBC MIP - Savings

-4.06

2.58

14.89

11.41

12.30

ICICI Prudential  MIP Plan

-3.91

2.10

8.25

7.78

9.73

ING Vysya MIP Fund - Plan B

-5.26

1.52

7.78

6.13

7.65

JM MIP Fund

-4.32

1.12

7.66

5.69

8.40

Kotak Income Plus

-5.98

0.90

7.48

5.59

8.89

Principal MIP - Accumulation Plan

-3.49

5.78

15.66

9.32

9.07

SBI Magnum Monthly Income Plan

-1.68

1.84

8.32

6.75

7.97

Sundaram Monthly Income Plan

-3.59

2.41

8.10

5.48

8.34

Tata MIP Plus Fund

-5.82

0.52

9.21

6.16

7.64

Tata Monthly Income Fund

-0.92

3.64

7.72

6.66

7.05

Templeton Monthly Income Plan

-3.37

1.70

11.01

8.70

9.48

UTI Monthly Income Scheme

-1.66

3.07

11.46

8.25

9.11

Avg

-3.01

2.28

9.53

7.53

8.67

 

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