Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
0.51%
Change from previous, NAV as on Mar 30, 2015
Category: Hybrid: Debt-oriented Aggressive
Assets: R 16 crore (As on Feb 28, 2015)
Expense: 2.72% (As on Sep 30, 2014)
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 23.86   (Dec 13, 2013 - Dec 15, 2014) -3.48   (Dec 31, 2010 - Jan 02, 2012)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 10.74 6.40 0.62 0.90 0.46 0.13
VR Balanced 15.10 10.82 0.77 1.48 - -
Category 13.23 6.53 1.03 1.73 0.83 2.12
Rank within Category 23 14 22 23 22 21
Number of funds in category 24 24 24 24 24 24
As on Feb 28, 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 3.04 0.51 0.26 0.91 3.24 8.37 22.07 11.37 8.21 - -
VR Balanced 0.88 0.00 -1.94 -4.51 1.25 4.65 20.82 14.30 8.99 - -
Category 3.46 0.57 -0.01 -0.23 3.74 9.57 24.48 13.72 10.72 - -
Rank within Category 28 32 4 4 31 35 32 22 21 - -
Number of funds in category 48 50 50 50 48 48 48 24 21 - -
As on Mar 30, 2015