Monthly Income Plan 97 (IV) option (B)

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Value Research Rating

Unrated
NAV-Growth

₹8.0647

As on 22-Oct-2002

Value Research Opinion

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Returns

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Calculate SIP Returns of Monthly Income Plan 97 (IV) option (B)

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Monthly Income Plan 97 (IV) option (B)

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Base Expense Ratio (%) info
5 out of 5 stars
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Very High
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1.09
4 out of 5 stars
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Very High
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1.12
5 out of 5 stars
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Very High
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1.07
4 out of 5 stars
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Low
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0.82
5 out of 5 stars
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Very High
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1.15

Other details of Monthly Income Plan 97 (IV) option (B)

Assets

info

Exit Load (Days)

info

--

Min. Investment (₹)

Min. Withdrawal (₹)

Min. SIP Investment (₹)

Min. No of Cheques

About Monthly Income Plan 97 (IV) option (B)

Monthly Income Plan 97 (IV) option (B) is a hybrid mutual fund scheme of Unit Trust of India. Launched on October 25, 1997, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹855 Cr.

The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.

Latest news on Monthly Income Plan 97 (IV) option (B)

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FAQ for Monthly Income Plan 97 (IV) option (B)

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Monthly Income Plan 97 (IV) option (B) through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Monthly Income Plan 97 (IV) option (B) can be bought from the Unit Trust of India website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Monthly Income Plan 97 (IV) option (B), is ₹8.0647 as of 07-Nov-2026.

Over the past five years, Monthly Income Plan 97 (IV) option (B) has delivered an annualised return of --% as of 07-Nov-2026.

The minimum investment required to start investing in Monthly Income Plan 97 (IV) option (B) is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.

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