Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.01%
Change from previous, NAV as on Apr 17, 2015
Category: Hybrid: Debt-oriented Conservative
Assets: R 51 crore (As on Mar 31, 2015)
Expense: 0.83% (As on Sep 30, 2014)
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 3.60   (Aug 19, 2013 - Sep 18, 2013) -5.91   (Jul 15, 2013 - Aug 14, 2013)
Quarter 4.59   (Sep 02, 2014 - Dec 02, 2014) -8.80   (May 20, 2013 - Aug 19, 2013)
Year 11.89   (Feb 26, 2014 - Feb 27, 2015) -2.36   (May 21, 2013 - May 21, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.32 3.86 -0.12 -0.11 0.70 -2.30
VR MIP 9.43 3.96 0.67 1.18 - -
Category 10.47 4.02 0.96 1.57 0.82 1.46
Rank within Category 47 30 47 47 32 47
Number of funds in category 47 47 47 47 47 47
As on Mar 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 3.36 0.01 0.14 0.98 2.04 6.53 11.81 6.35 5.73 - -
VR MIP 2.74 0.00 -0.19 0.26 1.44 6.24 13.38 9.82 7.71 - -
Category 3.01 -0.17 -0.23 0.51 1.69 7.50 16.92 10.80 9.20 - -
Rank within Category 30 12 5 10 28 64 80 47 42 - -
Number of funds in category 93 97 97 95 93 93 93 47 42 - -
As on Apr 17, 2015