Tuesday, January 17, 2012

Monthly Income Plan - Conservative-CRISIL Mutual Fund Ranking : Quarter Ended March 2011


Monthly Income Plan - Conservative
Mar-11 Rank Change Dec-10 Rank Superior
Return
Score
Industry
Concentration
Company
Concentration
Debt
Asset
Quality
Debt
Liquidity
Equity
Liquidity
Modified
Duration
Weightages 60% 5% 5% 17.5% 7.5%*(100-K) 7.5%*K 5%
Birla Sun Life Monthly Income 1 1 1 2 3 3 3 4 2
Birla Sun Life MIP 2 2 2 3 4 3 3 3 3
UTI Monthly Income Scheme 2 2 2 3 2 5 4 2 4
Birla Sun Life MIP II - Savings 5 Plan 3 3 3 2 3 2 3 3 3
HSBC MIP 3 3 3 3 1 2 2 3 3
ICICI Prudential MIP Plan 3 3 3 5 3 4 4 3 2
SBI Magnum Monthly Income Plan 3 3 3 4 2 1 1 4 4
DWS Money Plus Advantage Fund 4 4 4 4 4 3 5 5 1
Principal MIP Accumulation Plan 4 4 4 1 3 4 3 1 3
Tata Monthly Income Fund 5 5 5 3 5 3 2 2 5