Sundaram Monthly Income Plan - Aggressive Plan

1 Value Research
-0.20%
Change from previous, NAV as on Mar 04, 2015
Category: Hybrid: Debt-oriented Aggressive
Assets: R 16 crore (As on Jan 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 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* 17.28 11.57 0.91 1.79 - -
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
*As on Dec 31, 2014
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 3.05 -0.20 1.04 0.89 3.57 9.48 25.72 11.60 - - -
VR Balanced 7.12 0.00 2.11 2.57 4.43 9.86 34.69 16.19 - - -
Category 4.63 0.02 1.19 1.74 4.41 11.31 29.84 14.27 - - -
Rank within Category 46 43 28 46 40 36 35 22 - - -
Number of funds in category 48 50 50 48 48 48 48 24 - - -
As on Mar 04, 2015