Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.11%
Change from previous, NAV as on Jul 23, 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 4.68 3.80 -0.55 -0.49 0.61 -2.62
VR MIP* - - - - - -
Category 8.67 4.40 0.51 0.90 0.79 1.17
Rank within Category 56 40 56 55 41 56
Number of funds in category 56 56 56 56 56 56
As on Jun 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 3.62 0.11 0.52 0.48 2.05 2.51 3.29 4.53 - - -
VR MIP 8.95 -0.06 0.89 1.73 5.33 7.96 11.44 8.22 7.05 6.59 7.63
Category 9.89 0.08 0.62 1.47 5.82 9.13 14.11 8.89 8.37 7.93 9.00
Rank within Category 110 49 72 109 107 110 110 56 - - -
Number of funds in category 110 110 110 110 110 110 110 56 - - -
As on Jul 23, 2014