Sundaram Monthly Income Plan - Aggressive Plan

2 Value Research
0.00%
Change from previous, NAV as on Jul 06, 2015
Category: Hybrid: Debt-oriented Aggressive
Assets: R 40 crore (As on May 31, 2015)
Expense: 2.72% (As on Mar 31, 2015)
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 11.22 6.21 0.72 0.98 0.43 1.38
VR Balanced* 15.99 10.76 0.86 1.67 - -
Category 12.85 6.62 0.96 1.64 0.76 2.29
Rank within Category 18 13 16 19 19 14
Number of funds in category 21 21 21 21 21 21
As on Jun 30, 2015
*As on May 31, 2015
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund* 5.35 0.00 0.70 2.08 1.29 5.51 14.14 11.40 8.41 - -
VR Balanced - - - - - - - - - - -
Category 4.83 -0.01 1.07 2.00 0.14 5.34 14.45 13.53 10.52 - -
Rank within Category* 13 22 42 19 4 16 21 19 17 - -
Number of funds in category* 42 42 42 42 42 42 42 21 18 - -
As on Jul 07, 2015
*As on Jul 06, 2015