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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Bonus

Sundaram · Banking & PSU
Moderate
₹21.90
Current NAV
27 Jun 2025
25.0%
1Y Return
15.0%
3Y CAGR
15.0%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.1%.
  • Very large asset base (AUM: ₹16,150 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.10
Sharpe Ratio
0.70
Beta
-1.90
Alpha
1.21
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹16150 Cr
Expense Ratio 0.10%
Min SIP ₹500
Min Lumpsum ₹1000
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