Banking & PSU Debtregulargrowth
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.06%
1 Month-0.22%
3 Months+0.42%
6 Months+1.81%
1 Year+5.62%
3 Years (CAGR)+7.05%
5 Years (CAGR)+5.57%
10 Years (CAGR)+6.41%
Since Inception (Apr 2006)+7.37%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+4.08%
3 Year SIP+6.58%
5 Year SIP+6.32%
Since Inception (Apr 2006)+7.04%
Fund Details
Fund HouseSundaram Mutual Fund
CategoryBanking & PSU Debt
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code100784
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - 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 & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth is a Banking & PSU Debt mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 20 years.
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