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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
0.05%
Change from previous, NAV as on Apr 26, 2017
Category: Hybrid: Debt-oriented Conservative
Assets: R 133 crore (As on Mar 31, 2017)
Expense: 2.58% (As on Mar 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 12.44 4.66 1.67 2.79 0.79 4.78
VR MIP 8.45 4.42 0.86 1.43 - -
Category 11.23 4.08 1.73 2.94 0.78 3.62
Rank within Category 16 50 37 31 40 16
Number of funds in category 79 79 79 79 79 79
As on Mar 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 4.71 0.05 0.57 2.82 2.88 3.10 13.92 13.77 10.99 8.71 -
VR MIP 3.91 0.00 0.66 0.93 2.10 3.28 9.49 8.60 8.61 7.37 -
Category 3.82 -0.05 0.33 1.34 2.07 3.65 11.78 11.65 10.16 9.17 -
Rank within Category 27 12 5 2 24 62 16 10 11 23 -
Number of funds in category 88 88 88 88 88 88 88 78 39 35 -
As on Apr 26, 2017
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