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Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.58%
Change from previous, NAV as on Aug 31, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 112 crore (As on Jul 31, 2016)
Expense: 2.78% (As on Jul 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 13.05 5.22 1.54 2.48 0.85 4.40
VR MIP 9.31 4.88 0.88 1.47 - -
Category 11.54 4.01 1.67 2.90 0.72 3.44
Rank within Category 15 69 49 55 59 17
Number of funds in category 83 83 83 83 83 83
As on Jul 31, 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* 7.72 0.25 0.40 1.38 5.27 11.41 9.91 14.97 9.95 - -
VR MIP 7.65 0.17 0.66 1.17 4.50 10.95 9.02 10.56 8.86 - -
Category 8.35 0.12 0.53 1.31 5.05 10.30 10.30 12.91 9.95 - -
Rank within Category 42 2 11 7 29 24 37 13 18 - -
Number of funds in category 90 85 92 92 92 92 86 82 41 - -
As on Aug 31, 2016
*As on Aug 30, 2016
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