Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.11%
Change from previous, NAV as on Dec 18, 2014
Category: Hybrid: Debt-oriented Conservative
Assets: R 53 crore (As on Nov 30, 2014)
Expense: 0.83% (As on Sep 30, 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 3.60   (Aug 19, 2013 - Sep 18, 2013) -5.91   (Jul 15, 2013 - Aug 14, 2013)
Quarter 4.42   (Mar 05, 2013 - Jun 04, 2013) -8.80   (May 20, 2013 - Aug 19, 2013)
Year 11.38   (May 25, 2012 - May 27, 2013) -2.36   (May 21, 2013 - May 21, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.34 3.85 -0.12 -0.10 0.71 -3.01
VR MIP 10.40 4.01 0.90 1.59 - -
Category 10.67 4.05 1.02 1.64 0.83 0.83
Rank within Category 49 32 49 49 35 49
Number of funds in category 49 49 49 49 49 49
As on Nov 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 9.25 0.11 -0.04 0.72 3.98 5.81 9.67 6.40 - - -
VR MIP 12.46 0.00 -1.03 -0.65 1.34 4.76 13.43 10.17 - - -
Category 15.92 0.40 -0.42 0.56 3.71 7.22 16.58 11.12 - - -
Rank within Category 92 79 12 39 44 75 93 49 - - -
Number of funds in category 97 86 97 97 97 97 97 49 - - -
As on Dec 18, 2014