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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
0.18%
Change from previous, NAV as on Oct 18, 2017
Category: Hybrid: Debt-oriented Aggressive
Assets: R 133 crore (As on Sep 30, 2017)
Expense: 2.33% (As on Sep 30, 2017)
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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 5.41   (May 07, 2014 - Jun 06, 2014) -7.02   (Jul 19, 2013 - Aug 19, 2013)
Quarter 9.96   (Apr 07, 2014 - Jul 07, 2014) -10.49   (May 20, 2013 - Aug 19, 2013)
Year 26.53   (Jan 30, 2014 - Jan 30, 2015) -3.48   (Dec 31, 2010 - Jan 02, 2012)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 10.26 4.15 1.40 2.14 0.27 5.00
VR Balanced 7.51 10.79 0.28 0.47 - -
Category 10.43 5.77 1.07 1.71 0.46 4.58
Rank within Category 22 5 4 5 3 12
Number of funds in category 40 40 40 40 40 40
As on Sep 30, 2017. The Risk Measures have been calculated using calendar month returns for the last three years.
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 9.47 0.18 1.05 0.79 2.02 5.50 8.26 11.48 10.18 8.63 -
VR Balanced 20.26 -0.19 1.87 0.49 3.31 10.39 15.09 9.05 11.19 7.60 -
Category 13.19 -0.16 0.62 -0.04 2.20 6.50 10.61 11.37 11.58 9.73 -
Rank within Category 35 2 6 2 26 27 32 20 17 16 -
Number of funds in category 40 40 40 40 40 40 40 40 20 19 -
As on Oct 18, 2017
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