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Sundaram Monthly Income Plan - Conservative Plan

2 Value Research
0.03%
Change from previous, NAV as on Dec 06, 2016
Category: Hybrid: Debt-oriented Conservative
Assets: R 80 crore (As on Oct 31, 2016)
Expense: 0.76% (As on Oct 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 8.84 1.61 2.50 6.43 0.24 3.11
VR MIP 8.86 4.40 0.93 1.54 - -
Category 11.94 3.93 1.93 3.43 0.76 4.07
Rank within Category 74 4 6 6 5 46
Number of funds in category 81 81 81 81 81 81
As on Nov 30, 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 10.02 0.03 0.22 1.54 2.80 5.90 10.16 9.82 7.76 - -
VR MIP 8.17 0.04 0.19 0.73 -0.06 4.81 8.82 8.95 8.68 - -
Category 11.33 0.04 0.24 1.59 2.20 7.65 11.91 12.37 10.42 - -
Rank within Category 64 49 59 49 35 73 69 71 39 - -
Number of funds in category 88 90 90 90 90 90 86 80 40 - -
As on Dec 06, 2016
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