Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
0.14%
Change from previous, NAV as on Aug 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 6.81 6.79 0.00 0.01 0.43 -1.93
VR MIP* - - - - - -
Category 8.66 4.38 0.50 0.91 0.80 0.69
Rank within Category 52 3 52 52 50 53
Number of funds in category 56 56 56 56 56 56
As on Jul 31, 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 12.15 0.14 1.68 0.59 4.50 13.17 18.23 8.28 - - -
VR MIP 9.48 0.00 0.31 0.43 3.69 9.17 14.80 9.29 7.33 7.07 7.82
Category 10.55 0.10 0.78 0.83 3.81 10.21 16.63 9.63 8.48 8.28 9.07
Rank within Category 31 25 4 83 30 21 34 44 - - -
Number of funds in category 108 108 108 108 108 108 108 55 - - -
As on Aug 22, 2014