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| Home >> Sundaram Monthly Income Plan |
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| Monthly Income Plan |
Income Plus |
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| Monthly Income Moderate Plan Performance |
| Snapshot of Performance |
Performance data as on 31.03.2012 |
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| Period |
Fund % |
Benchmark % |
NSE G-Sec
Index |
| Since launch |
5.59 |
6.80 |
3.94 |
| 31/03/11 to 31/03/12 |
1.85 |
5.24 |
2.43 |
| 31/03/10 to 31/03/11 |
2.38 |
6.17 |
4.61 |
| 31/03/09 to 31/03/10 |
14.74 |
14.25 |
3.60 |
| Rs 10,000 invested at launch |
15,620 |
17,148 |
13,729 |
| Last 3 years |
6.16 |
8.47 |
3.54 |
| Last 5 years |
4.42 |
7.35 |
5.98 |
Note:Past performance may or may not be sustained in future. Returns/investment value are as of March 31, 2012. Returns are on a
compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Growth Option. Value
of Rs 10,000 invested at inception is as on March 31, 2012. |
| Monthly Income Conservative Plan Performance |
| Snapshot of Performance |
Performance data as on 31.03.2012 |
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| Period |
Fund % |
Benchmark % |
NSE G-Sec
Index |
| Since launch |
4.52 |
6.02 |
4.18 |
| 31/03/11 to 31/03/12 |
5.91 |
5.24 |
2.43 |
| 31/03/10 to 31/03/11 |
-0.32 |
-0.99 |
4.61 |
| 31/03/09 to 31/03/10 |
- |
- |
- |
| Rs 10,000 invested at launch |
10,956 |
11,284 |
10,882 |
Note:Past performance may or may not be sustained in future. Returns/investment value are as of March 31, 2012. Returns are on a
compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Growth Option. Value
of Rs 10,000 invested at inception is as on March 31, 2012. |
| Monthly Income Aggressive Plan Performance |
| Snapshot of Performance |
Performance data as on 31.03.2012 |
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| Period |
Fund % |
Benchmark % |
NSE G-Sec
Index |
| Since launch |
3.67 |
6.02 |
4.18 |
| 31/03/11 to 31/03/12 |
4.49 |
5.24 |
2.43 |
| 31/03/10 to 31/03/11 |
-0.32 |
-0.99 |
4.61 |
| 31/03/09 to 31/03/10 |
- |
- |
- |
| Rs 10,000 invested at launch |
10,774 |
11,284 |
10,882 |
Note:Past performance may or may not be sustained in future. Returns/investment value are as of March 31, 2012. Returns are on a
compounded annual basis for period more than one year and absolute for one-year period and computed using NAV of Growth Option. Value
of Rs 10,000 invested at inception is as on March 31, 2012. |
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