Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
-0.18%
Change from previous, NAV as on Apr 17, 2015
Category: Hybrid: Debt-oriented Aggressive
Assets: R 19 crore (As on Mar 31, 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 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 11.14 6.39 0.68 0.97 0.43 1.01
VR Balanced 14.48 11.02 0.70 1.32 - -
Category 13.18 6.47 1.03 1.73 0.82 2.48
Rank within Category 23 14 22 24 23 20
Number of funds in category 25 25 25 25 25 25
As on Mar 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 4.75 -0.18 0.13 1.79 2.75 11.04 23.96 11.77 8.54 - -
VR Balanced 4.45 0.00 -0.66 -0.07 2.04 10.29 23.88 15.55 9.75 - -
Category 4.32 -0.51 -0.65 0.41 2.35 10.70 24.46 13.75 10.69 - -
Rank within Category 7 5 4 4 10 16 21 23 22 - -
Number of funds in category 50 52 52 50 50 50 50 25 22 - -
As on Apr 17, 2015