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Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.05%
Change from previous, NAV as on Sep 23, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 113 crore (As on Aug 31, 2016)
Expense: 2.74% (As on Aug 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 14.36 4.92 1.91 3.17 0.81 5.15
VR MIP 10.21 4.69 1.12 1.82 - -
Category 12.28 3.84 1.98 3.54 0.71 3.60
Rank within Category 13 67 44 49 51 11
Number of funds in category 83 83 83 83 83 83
As on Aug 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 9.25 0.05 0.50 1.83 5.72 10.01 12.00 15.22 10.38 - -
VR MIP 7.86 0.00 0.03 0.96 4.07 7.39 9.22 9.80 8.97 - -
Category 9.32 0.03 0.46 1.52 5.23 8.62 11.23 12.67 10.19 - -
Rank within Category 45 28 38 28 38 18 31 10 17 - -
Number of funds in category 88 90 90 90 90 90 84 80 40 - -
As on Sep 23, 2016
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