Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.04%
Change from previous, NAV as on Feb 27, 2015
Category: Hybrid: Debt-oriented Conservative
Assets: R 52 crore (As on Jan 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 11.38   (May 25, 2012 - May 27, 2013) -2.36   (May 21, 2013 - May 21, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.38 3.87 -0.11 -0.09 0.73 -2.71
VR MIP* 10.21 4.05 0.85 1.54 - -
Category 10.83 3.91 1.08 1.69 0.82 1.40
Rank within Category 48 31 48 48 32 48
Number of funds in category 48 48 48 48 48 48
As on Jan 31, 2015
*As on Dec 31, 2014
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 2.14 0.04 0.32 0.46 2.89 7.44 11.62 6.34 - - -
VR MIP 2.30 0.00 -0.39 -0.07 2.08 5.87 15.65 9.82 - - -
Category 2.37 0.35 0.05 0.27 3.23 8.49 18.89 10.93 - - -
Rank within Category 60 89 3 28 60 67 88 48 - - -
Number of funds in category 95 95 95 95 95 95 95 48 - - -
As on Feb 27, 2015