Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.03%
Change from previous, NAV as on Nov 25, 2014
Category: Hybrid: Debt-oriented Conservative
Assets: R 51 crore (As on Oct 31, 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 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 5.67 3.90 -0.29 -0.25 0.69 -2.89
VR MIP 9.76 4.97 0.58 0.86 - -
Category 10.05 4.28 0.82 1.38 0.82 1.08
Rank within Category 51 33 51 51 36 51
Number of funds in category 51 51 51 51 51 51
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 8.63 0.03 0.16 1.72 4.28 6.04 9.55 6.41 - - -
VR MIP 13.80 0.00 0.54 2.50 3.62 7.27 14.97 11.01 7.33 6.32 8.02
Category 15.79 -0.14 0.05 2.34 4.88 8.31 17.47 11.25 8.88 8.22 9.19
Rank within Category 97 12 35 83 66 84 97 51 - - -
Number of funds in category 101 101 101 101 101 101 101 51 - - -
As on Nov 25, 2014