SUNDARAM BANKING and PSU FUND · Regular · Growth
NAV
₹45.2116
as of 17 Jun 2026
Expense Ratio
—
see scheme documents
AUM
₹334 Cr
Lumpsum returns (CAGR)
- 1Y
- +4.73%
- 3Y
- +6.97%
- 5Y
- +5.77%
- Since Inception
- +7.28%
SIP returns (XIRR)
- 1Y
- +5.02%
- 3Y
- +6.69%
- 5Y
- +6.53%
- Since Inception
- +7.11%
SIP since inception — what ₹500/month became
Real NAV backtest from day one
₹1,29,000
Invested
₹2,94,390
Value today
7.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹4,512
Value today
7.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹10L corpus with ₹5,000/month withdrawals since inception
Corpus is still growing despite monthly payouts
₹10,00,000
Initial corpus
₹12,90,000
Withdrawn
₹15,67,991
Corpus left
+₹18,57,991 net gain — withdrew ₹12,90,000 AND corpus grew
Plan your SWP with real NAV₹1 lakh on the worst crash day — 22 Mar 2020
Worst single-day Nifty drop during this fund's life
₹1,00,000
Invested
₹1,44,538
Value today
1.4×
Multiple
Staying invested through that crash turned ₹1L into ₹1,44,538 — a 1.4× return
Read: Staying invested through crashesRisk Metrics
Trailing 1 year, annualised0.27
Sharpe Ratio
—
Alpha
—
Beta
0.30
Sortino
1.17%
Std Dev
-0.54%
Max Drawdown
Performance Comparison
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Fund Details
Available transactions
Investment Objective
SUNDARAM BANKING and PSU FUND · Regular · Growth by Sundaram Mutual Fund is a Banking & PSU Debt fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Banking & PSU Debt category.
About This Fund
SUNDARAM BANKING and PSU FUND · Regular · Growth is a Banking & PSU Debt mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 21 years. It manages assets worth ₹334 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY Banking & PSU Debt Index.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations