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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
-0.17%
Change from previous, NAV as on Jan 20, 2017
Category: Hybrid: Debt-oriented Conservative
Assets: R 139 crore (As on Dec 31, 2016)
Expense: 2.60% (As on Dec 31, 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 12.62 4.99 1.58 2.62 0.86 4.82
VR MIP 8.30 4.50 0.79 1.35 - -
Category 11.17 4.14 1.65 2.82 0.78 3.65
Rank within Category 13 62 42 36 51 16
Number of funds in category 81 81 81 81 81 81
As on Dec 31, 2016. 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 1.45 -0.17 0.26 1.58 -0.09 6.24 13.74 13.46 11.01 - -
VR MIP 0.87 -0.29 -0.24 1.09 0.07 2.53 10.62 8.52 8.39 - -
Category 1.14 -0.16 -0.03 1.31 0.90 4.96 12.78 11.85 10.19 - -
Rank within Category 19 46 2 24 83 12 30 14 11 - -
Number of funds in category 90 90 90 90 90 90 88 80 40 - -
As on Jan 20, 2017
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