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Sundaram Debt Oriented Hybrid Fund
(Erstwhile Sundaram MIP Aggressive Plan)

3 Value Research
-0.30%
Change from previous, NAV as on May 18, 2018
Category: Hybrid: Debt-oriented Aggressive
Assets: R 138 crore (As on Apr 30, 2018)
Expense: 2.16% (As on Apr 30, 2018)
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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 8.51 4.04 1.05 1.54 0.25 2.81
VR Balanced 8.86 10.84 0.43 0.69 - -
Category 8.95 5.44 0.93 1.40 0.39 2.40
Rank within Category 22 6 11 12 3 15
Number of funds in category 32 32 32 32 32 32
As on Apr 30, 2018. 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 -1.84 -0.30 -0.54 -0.81 0.09 0.79 5.53 8.28 9.40 9.05 -
VR Balanced 0.69 -0.64 -1.63 0.43 1.30 2.64 10.73 7.84 10.41 9.54 -
Category -1.29 -0.25 -0.82 -0.93 0.29 0.28 5.69 8.48 10.63 9.81 -
Rank within Category 20 20 8 14 20 14 18 18 22 10 -
Number of funds in category 28 28 28 28 28 28 28 28 28 13 -
As on May 18, 2018
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