Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
0.23%
Change from previous, NAV as on Sep 30, 2014
Category: Hybrid: Debt-oriented Aggressive
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 8.29 6.69 0.22 0.35 0.45 -1.87
VR Balanced* - - - - - -
Category 11.24 7.21 0.63 1.06 0.78 0.58
Rank within Category 20 13 20 20 19 20
Number of funds in category 20 20 20 20 20 20
As on Aug 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 15.58 0.23 0.39 2.20 4.51 12.22 22.15 9.54 - - -
VR Balanced 21.35 0.00 -0.56 0.15 4.03 15.40 30.68 14.37 8.84 6.68 13.08
Category 17.75 0.03 -0.23 1.62 3.74 13.24 24.84 12.24 9.77 8.98 11.69
Rank within Category 35 4 2 8 15 30 32 20 - - -
Number of funds in category 43 43 43 43 43 43 43 20 - - -
As on Sep 30, 2014