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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
-0.30%
Change from previous, NAV as on Jun 23, 2017
Category: Hybrid: Debt-oriented Conservative
Assets: R 132 crore (As on May 31, 2017)
Expense: 2.25% (As on May 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 11.81 4.43 1.63 2.61 0.71 4.81
VR MIP 8.00 4.24 0.80 1.31 - -
Category 10.48 3.84 1.65 2.71 0.75 3.32
Rank within Category 12 50 31 26 30 11
Number of funds in category 77 77 77 77 77 77
As on May 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 5.26 -0.30 -0.55 1.50 3.42 5.88 11.98 11.85 10.98 8.68 -
VR MIP 6.42 -0.17 0.05 1.74 3.48 7.08 10.27 7.99 8.85 7.59 -
Category 5.97 -0.16 -0.02 1.58 3.52 6.53 12.39 10.75 10.45 9.44 -
Rank within Category 62 82 86 41 46 61 47 17 13 27 -
Number of funds in category 86 86 86 86 86 86 86 76 38 34 -
As on Jun 23, 2017
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