Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
-0.28%
Change from previous, NAV as on Nov 25, 2014
Category: Hybrid: Debt-oriented Aggressive
Assets: R 15 crore (As on Oct 31, 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 5.41   (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 9.34 6.75 0.38 0.58 0.45 -0.69
VR Balanced 19.77 12.19 1.06 1.87 - -
Category 12.44 7.23 0.78 1.30 0.82 1.79
Rank within Category 22 14 22 22 21 22
Number of funds in category 22 22 22 22 22 22
As on Oct 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 19.13 -0.28 -0.50 3.13 6.13 10.63 23.21 11.13 - - -
VR Balanced 28.63 0.00 1.04 5.50 6.68 13.31 31.76 18.47 9.78 6.21 13.23
Category 23.01 -0.29 0.02 3.58 6.48 11.92 25.76 14.10 10.39 9.20 11.91
Rank within Category 41 24 44 31 22 26 29 20 - - -
Number of funds in category 44 44 44 44 44 44 44 22 - - -
As on Nov 25, 2014