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Sundaram Monthly Income Plan - Conservative Plan

2 Value Research
0.07%
Change from previous, NAV as on Aug 26, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 80 crore (As on Jul 31, 2016)
Expense: 0.76% (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 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 12.23   (Aug 08, 2014 - Aug 10, 2015) -2.36   (May 21, 2013 - May 21, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 8.27 2.20 1.48 1.86 0.31 1.94
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 79 7 53 77 7 70
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 6.70 0.07 0.22 1.04 2.93 6.39 9.71 9.08 7.19 - -
VR MIP 6.76 -0.04 -0.22 0.79 4.04 10.22 8.89 10.05 8.93 - -
Category 7.81 0.02 0.01 1.34 4.78 10.29 10.28 12.52 9.99 - -
Rank within Category 68 18 6 71 84 83 56 78 40 - -
Number of funds in category 90 92 92 92 92 92 86 82 41 - -
As on Aug 26, 2016
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