Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.16%
Change from previous, NAV as on Aug 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 4.55 3.79 -0.59 -0.53 0.64 -3.13
VR MIP* - - - - - -
Category 8.66 4.38 0.50 0.91 0.80 0.69
Rank within Category 56 40 56 56 41 56
Number of funds in category 56 56 56 56 56 56
As on Jul 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 4.02 - 0.22 0.75 1.74 3.48 9.04 4.79 - - -
VR MIP - - - - - - - - - - -
Category 10.20 0.12 0.74 0.85 4.08 10.06 18.05 9.52 8.44 8.22 9.03
Rank within Category 108 - 104 69 105 108 106 55 - - -
Number of funds in category 108 - 108 108 108 108 108 55 - - -
As on Aug 19, 2014