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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Daily Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Banking & PSU
Moderate
₹10.23
Current NAV
28 Jun 2024
23.0%
1Y Return
9.0%
3Y CAGR
13.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Highly cost-efficient with a low expense ratio of 0.4%.
  • Generates significant excess returns relative to benchmark index (Alpha: 5.50).
  • Very large asset base (AUM: ₹12,050 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.50
Sharpe Ratio
1.30
Beta
5.50
Alpha
0.55
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹12050 Cr
Expense Ratio 0.40%
Min SIP ₹500
Min Lumpsum ₹1000
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