Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
-0.35%
Change from previous, NAV as on Jul 28, 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 10.40 -0.35 -0.74 0.54 6.90 11.51 14.19 6.84 - - -
VR MIP 8.96 -0.16 0.50 1.61 5.60 8.93 11.97 8.45 6.98 6.72 7.66
Category 9.63 -0.10 0.02 0.95 5.55 9.77 14.32 8.90 8.22 7.98 8.99
Rank within Category 38 110 108 93 26 29 47 52 - - -
Number of funds in category 110 110 110 110 110 110 110 56 - - -
As on Jul 28, 2014