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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
-0.05%
Change from previous, NAV as on Feb 17, 2017
Category: Hybrid: Debt-oriented Conservative
Assets: R 136 crore (As on Jan 31, 2017)
Expense: 2.60% (As on Jan 31, 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 13.53 4.85 1.82 2.96 0.84 5.23
VR MIP 9.01 4.48 0.96 1.59 - -
Category 11.83 4.10 1.84 3.05 0.78 3.79
Rank within Category 12 61 33 29 49 13
Number of funds in category 81 81 81 81 81 81
As on Jan 31, 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 1.94 -0.05 -0.23 0.55 1.89 5.20 14.83 14.42 10.27 - -
VR MIP 1.68 0.14 0.01 0.55 1.92 2.06 12.25 9.22 7.91 - -
Category 1.56 0.09 0.03 0.30 1.44 3.79 13.91 12.27 9.77 - -
Rank within Category 35 88 86 32 34 10 32 10 12 - -
Number of funds in category 90 90 90 90 90 90 88 80 40 - -
As on Feb 17, 2017
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