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Banking & PSU Debtregularidcw

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Weekly Dividend

Sundaram Mutual Fund

₹10.1418

0.00 (-0.01%)

NAV as of 17 Mar 2017

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.09%
1 Month-0.04%
3 Months+0.05%
6 Months-1.67%
1 Year-4.84%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Mar 2015)+0.67%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-4.87%
3 Year SIP
5 Year SIP
Since Inception (Mar 2015)-2.06%

Fund Details

Fund HouseSundaram Mutual Fund
CategoryBanking & PSU Debt
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date30 Mar 2015
AMFI Code134360

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Weekly Dividend 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 & PSU Debt Fund) - Regular Weekly Dividend is a Banking & PSU Debt mutual fund offered by Sundaram Mutual Fund. The fund has been operational for over 11 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