Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.06%
Change from previous, NAV as on Oct 01, 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 5.19 3.79 -0.42 -0.36 0.67 -3.12
VR MIP* - - - - - -
Category 9.59 4.22 0.72 1.23 0.81 0.87
Rank within Category 53 36 53 53 38 53
Number of funds in category 53 53 53 53 53 53
As on Sep 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 5.51 0.06 0.21 1.04 2.09 3.97 7.45 5.25 - - -
VR MIP 10.45 0.00 -0.08 0.24 2.54 7.42 13.65 9.34 6.88 6.37 7.66
Category 12.03 0.04 0.08 1.00 3.02 8.98 16.15 9.92 8.31 7.93 8.86
Rank within Category 103 43 19 49 86 103 104 53 - - -
Number of funds in category 104 104 104 104 104 104 104 53 - - -
As on Oct 01, 2014