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Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.04%
Change from previous, NAV as on Jul 26, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 79 crore (As on Jun 30, 2016)
Expense: 0.76% (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 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 6.41 3.57 0.38 0.32 0.45 0.08
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 81 25 82 82 10 80
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 5.61 0.04 0.33 1.31 2.38 5.18 9.39 8.15 6.88 - -
VR MIP 5.93 -0.13 0.46 2.79 3.94 7.57 5.85 9.11 7.98 - -
Category 6.39 -0.02 0.58 2.67 4.01 7.27 8.51 11.67 9.41 - -
Rank within Category 63 22 78 87 87 81 31 79 40 - -
Number of funds in category 90 92 92 92 92 90 86 82 41 - -
As on Jul 26, 2016
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