Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.17%
Change from previous, NAV as on Oct 31, 2014
Category: Hybrid: Debt-oriented Conservative
Assets: R 50 crore (As on Sep 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 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 5.19 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 7.55 0.17 0.71 1.99 3.70 5.78 7.95 5.73 - - -
VR MIP 11.94 0.00 0.83 1.35 2.89 8.43 12.28 9.54 7.36 5.88 7.85
Category 14.31 0.30 1.03 2.04 4.43 10.23 15.73 10.41 8.99 8.02 9.18
Rank within Category 97 73 81 57 78 94 101 51 - - -
Number of funds in category 101 85 101 101 101 101 101 51 - - -
As on Oct 31, 2014