Sundaram Monthly Income Plan - Conservative Plan

1 Value Research
0.08%
Change from previous, NAV as on Jul 03, 2015
Category: Hybrid: Debt-oriented Conservative
Assets: R 60 crore (As on May 31, 2015)
Expense: 0.75% (As on Mar 31, 2015)
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 11.89   (Feb 26, 2014 - Feb 27, 2015) -2.36   (May 21, 2013 - May 21, 2014)
Risk Measures (%) Mean Std Dev Sharpe Sortino Beta Alpha
Fund 6.20 3.82 -0.14 -0.13 0.68 -2.02
VR MIP* 9.64 3.98 0.72 1.24 - -
Category 10.15 4.19 0.87 1.48 0.89 1.43
Rank within Category 51 36 51 49 38 51
Number of funds in category 51 51 51 51 51 51
As on Jun 30, 2015
*As on May 31, 2015
Trailing Returns (%) YTD 1-Day 1-W 1-M 3-M 6-M 1-Y 3-Y 5-Y 7-Y 10-Y
Fund 4.68 0.08 0.39 0.86 1.72 4.62 10.94 6.31 5.80 - -
VR MIP 2.27 0.00 -0.27 1.18 0.33 2.01 7.57 9.19 7.42 - -
Category 3.48 0.09 0.46 1.13 0.81 3.31 10.97 10.66 9.06 - -
Rank within Category 15 56 75 82 21 12 53 51 46 - -
Number of funds in category 101 105 105 105 105 101 101 51 47 - -
As on Jul 03, 2015