Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.01%
Change from previous, NAV as on Sep 19, 2014
Category: Hybrid: Debt-oriented Conservative
Assets: R 17 crore (As on Jun 30, 2014)
Expense: 2.65% (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 2.57   (Apr 22, 2013 - May 22, 2013) -5.87   (Jul 19, 2013 - Aug 19, 2013)
Quarter 4.41   (Feb 28, 2013 - May 30, 2013) -8.80   (May 20, 2013 - Aug 19, 2013)
Year 11.38   (May 25, 2012 - May 27, 2013) -2.23   (May 28, 2013 - May 28, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 4.80 3.78 -0.53 -0.46 0.68 -3.57
VR MIP* - - - - - -
Category 9.26 4.25 0.65 1.13 0.83 0.47
Rank within Category 54 38 54 54 39 54
Number of funds in category 54 54 54 54 54 54
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 5.08 0.01 0.24 1.02 1.81 4.06 5.42 5.08 - - -
VR MIP 10.97 0.00 0.22 1.52 3.40 8.76 12.22 9.47 7.09 6.73 7.72
Category 12.28 0.03 0.17 1.89 3.69 10.33 15.29 9.95 8.43 8.14 8.95
Rank within Category 106 59 42 95 103 104 106 54 - - -
Number of funds in category 106 106 106 106 106 106 106 54 - - -
As on Sep 19, 2014