Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
0.24%
Change from previous, NAV as on Jul 22, 2014
Category: Hybrid: Debt-oriented Conservative
Assets: R 19 crore (As on Jun 30, 2014)
Expense: 2.57% (As on Mar 31, 2014)
Trailing Return


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Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


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Best & Worst Performance Best (Period) Worst (Period)
Month 5.10   (May 09, 2014 - Jun 09, 2014) -7.02   (Jul 19, 2013 - Aug 19, 2013)
Quarter 8.98   (Mar 18, 2014 - Jun 17, 2014) -10.49   (May 20, 2013 - Aug 19, 2013)
Year 17.57   (Jan 02, 2012 - Jan 01, 2013) -3.48   (Dec 31, 2010 - Jan 02, 2012)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 7.48 6.82 0.10 0.16 0.42 -0.70
VR MIP* - - - - - -
Category 8.67 4.40 0.51 0.90 0.79 1.17
Rank within Category 45 3 48 48 50 52
Number of funds in category 56 56 56 56 56 56
As on Jun 30, 2014
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 11.49 0.24 1.03 2.57 8.44 10.78 14.20 7.10 - - -
VR MIP 8.42 0.00 0.69 1.28 4.98 7.56 10.50 8.06 7.02 6.59 7.56
Category 9.78 0.17 0.84 1.39 5.84 8.98 13.76 8.87 8.43 7.96 8.99
Rank within Category 32 20 30 10 8 29 40 50 - - -
Number of funds in category 110 103 110 110 110 110 110 56 - - -
As on Jul 22, 2014