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Sundaram Monthly Income Plan - Aggressive Plan

3 Value Research
-0.01%
Change from previous, NAV as on Aug 18, 2017
Category: Hybrid: Debt-oriented Conservative
Assets: R 135 crore (As on Jul 31, 2017)
Expense: 2.35% (As on Jul 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 11.72 4.25 1.70 2.53 0.68 4.86
VR MIP 7.94 4.26 0.80 1.31 - -
Category 10.33 3.77 1.67 2.67 0.73 3.31
Rank within Category 11 44 29 28 30 11
Number of funds in category 73 73 73 73 73 73
As on Jul 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 7.21 -0.01 0.98 -0.09 2.81 5.17 10.11 12.12 10.54 8.73 -
VR MIP 7.73 -0.10 0.40 0.34 3.05 5.94 8.05 7.83 8.72 7.66 -
Category 7.44 -0.03 0.47 0.42 2.80 5.80 9.66 10.61 10.31 9.40 -
Rank within Category 49 35 6 74 42 60 29 12 15 25 -
Number of funds in category 82 82 82 82 82 82 82 72 36 33 -
As on Aug 18, 2017
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