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Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.09%
Change from previous, NAV as on May 27, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 113 crore (As on Apr 30, 2016)
Expense: 2.77% (As on Apr 30, 2016)
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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 10.05 6.19 0.80 1.10 0.98 2.83
VR MIP 7.27 5.10 0.43 0.80 - -
Category 9.46 4.55 1.01 1.66 0.78 2.67
Rank within Category 28 8 60 69 18 40
Number of funds in category 86 86 86 86 86 86
As on Apr 30, 2016
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 2.07 0.09 0.43 0.99 5.55 2.73 7.00 9.84 9.12 - -
VR MIP 2.96 0.34 1.44 0.98 6.30 3.15 4.07 7.21 7.67 - -
Category 3.05 0.15 0.69 0.73 5.48 3.46 6.41 9.48 9.09 - -
Rank within Category 80 71 70 17 51 65 35 35 23 - -
Number of funds in category 94 96 96 96 96 90 90 85 43 - -
As on May 27, 2016
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