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Sundaram Monthly Income Plan - Conservative Plan

2 Value Research
0.04%
Change from previous, NAV as on Sep 23, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 79 crore (As on Aug 31, 2016)
Expense: 0.76% (As on Aug 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 9.12 1.71 2.43 5.20 0.25 2.87
VR MIP 10.21 4.69 1.12 1.82 - -
Category 12.28 3.84 1.98 3.54 0.71 3.60
Rank within Category 79 6 14 6 5 54
Number of funds in category 83 83 83 83 83 83
As on Aug 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 7.49 0.04 0.19 0.94 3.13 5.59 10.17 9.67 7.32 - -
VR MIP 7.86 0.00 0.03 0.96 4.07 7.39 9.22 9.80 8.97 - -
Category 9.32 0.03 0.46 1.52 5.23 8.62 11.23 12.67 10.19 - -
Rank within Category 77 33 83 80 86 84 60 75 40 - -
Number of funds in category 88 90 90 90 90 90 84 80 40 - -
As on Sep 23, 2016
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