Search
Value Research Stocks

Get started Now

Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
0.16%
Change from previous, NAV as on Jan 17, 2018
Category: Hybrid: Debt-oriented Aggressive
Assets: R 138 crore (As on Dec 31, 2017)
Expense: 2.14% (As on Dec 31, 2017)
SUBSCRIBE TO THE VALUE RESEARCH FUNDLINE NEWSLETTER
Trailing Return


Please wait while we are fetching data...
Annual Return (%)
Annual Returns Quarterly Returns Monthly Returns Weekly Returns


Please wait while we are fetching data...
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 9.86 4.00 1.38 2.06 0.28 4.42
VR Balanced 8.20 10.70 0.36 0.58 - -
Category 9.70 5.68 0.99 1.55 0.45 3.62
Rank within Category 16 5 4 4 5 8
Number of funds in category 34 34 34 34 34 34
As on Dec 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 -0.30 0.16 -0.45 0.96 2.30 4.06 10.25 9.40 9.91 9.41 -
VR Balanced 1.74 0.72 1.20 3.27 4.09 6.96 22.74 7.66 11.05 9.09 -
Category 0.57 0.39 0.06 1.57 2.91 4.83 13.83 9.54 11.81 10.25 -
Rank within Category 34 32 32 25 22 22 31 18 30 12 -
Number of funds in category 34 34 34 34 34 34 34 34 34 16 -
As on Jan 17, 2018
comments powered by Disqus