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Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.16%
Change from previous, NAV as on Jul 26, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 110 crore (As on Jun 30, 2016)
Expense: 2.78% (As on Jun 30, 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 10.81 6.02 0.96 1.26 0.96 3.04
VR MIP 7.89 5.04 0.56 1.00 - -
Category 10.06 4.35 1.19 1.87 0.75 2.87
Rank within Category 22 76 59 64 64 35
Number of funds in category 82 82 82 82 82 82
As on Jun 30, 2016
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 5.52 0.16 0.70 2.27 4.43 6.81 8.13 12.96 9.01 - -
VR MIP 5.93 -0.13 0.46 2.79 3.94 7.57 5.85 9.11 7.98 - -
Category 6.38 -0.03 0.57 2.66 4.01 7.26 8.49 11.67 9.41 - -
Rank within Category 67 3 21 61 35 58 51 19 28 - -
Number of funds in category 90 92 92 92 92 90 86 82 41 - -
As on Jul 26, 2016
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