Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
0.41%
Change from previous, NAV as on Oct 22, 2014
Category: Hybrid: Debt-oriented Aggressive
Assets: R 15 crore (As on Sep 30, 2014)
Expense: 2.57% (As on Mar 31, 2014)
Trailing Return


Please wait while we are fetching data...
Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


Please wait while we are fetching data...
Best & Worst Performance Best (Period) Worst (Period)
Month 5.41   (May 07, 2014 - Jun 06, 2014) -7.02   (Jul 19, 2013 - Aug 19, 2013)
Quarter 9.96   (Apr 07, 2014 - Jul 07, 2014) -10.49   (May 20, 2013 - Aug 19, 2013)
Year 22.58   (Aug 28, 2013 - Aug 28, 2014) -3.48   (Dec 31, 2010 - Jan 02, 2012)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 9.39 6.75 0.38 0.58 0.44 -0.73
VR Balanced* - - - - - -
Category 11.82 7.11 0.72 1.18 0.80 1.28
Rank within Category 21 13 21 21 20 21
Number of funds in category 21 21 21 21 21 21
As on Sep 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 15.52 0.41 -0.21 0.01 3.61 12.35 19.41 9.51 - - -
VR Balanced 21.07 0.00 0.66 -2.02 1.91 13.56 22.73 14.15 8.87 6.26 12.94
Category 18.61 0.25 0.56 0.00 3.83 13.14 21.40 12.50 9.99 9.20 11.79
Rank within Category 43 10 44 22 27 22 27 20 - - -
Number of funds in category 44 33 44 44 44 44 44 20 - - -
As on Oct 22, 2014