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

Sundaram · Banking & PSU
Moderate
₹46.10
Current NAV
25 Jun 2026
16.1%
1Y Return
12.1%
3Y CAGR
17.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.41%.
  • Very large asset base (AUM: ₹12,860 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
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
0.81
Sharpe Ratio
1.01
Beta
-1.19
Alpha
0.90
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹12860 Cr
Expense Ratio 0.41%
Min SIP ₹500
Min Lumpsum ₹1000
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