Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.16%
Change from previous, NAV as on Aug 28, 2015
Category: Hybrid: Debt-oriented Aggressive
Assets: R 61 crore (As on Jul 31, 2015)
Expense: 2.72% (As on Mar 31, 2015)
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 11.45 6.23 0.76 1.03 0.42 1.25
VR Balanced 15.00 10.84 0.76 1.43 - -
Category 13.87 7.09 1.06 1.79 0.72 2.55
Rank within Category 19 14 18 20 19 17
Number of funds in category 21 21 21 21 21 21
As on Jul 31, 2015
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 6.43 0.16 -0.69 0.43 2.67 4.23 14.39 11.26 8.36 - -
VR Balanced -2.00 0.54 -2.87 -3.10 -2.81 -7.39 2.11 12.87 7.96 - -
Category 4.18 0.21 -1.37 -0.41 0.43 0.38 12.36 13.61 9.90 - -
Rank within Category 5 23 2 8 2 2 14 20 19 - -
Number of funds in category 42 42 42 42 42 42 42 21 20 - -
As on Aug 28, 2015
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