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Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
-0.26%
Change from previous, NAV as on Dec 02, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 141 crore (As on Oct 31, 2016)
Expense: 2.60% (As on Oct 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 14.05 4.85 1.90 3.01 0.83 6.06
VR MIP 8.86 4.40 0.93 1.54 - -
Category 11.94 3.93 1.93 3.43 0.76 4.07
Rank within Category 12 65 41 47 51 14
Number of funds in category 81 81 81 81 81 81
As on Nov 30, 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 10.44 -0.26 -0.08 -0.76 1.96 7.75 10.82 14.26 10.73 - -
VR MIP 7.96 -0.37 -0.20 0.27 0.21 4.62 8.13 8.89 8.67 - -
Category 11.12 -0.27 -0.14 0.98 2.35 7.57 11.54 12.33 10.40 - -
Rank within Category 54 41 29 88 58 49 51 13 16 - -
Number of funds in category 88 90 90 90 90 90 84 80 40 - -
As on Dec 02, 2016
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