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

Sundaram · Banking & PSU
Moderate
₹21.76
Current NAV
27 Jun 2025
11.6%
1Y Return
21.6%
3Y CAGR
12.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.76).
  • Very large asset base (AUM: ₹20,810 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.96%) which can affect compounding over long horizons.
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
1.76
Sharpe Ratio
0.76
Beta
-2.24
Alpha
2.04
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹20810 Cr
Expense Ratio 1.96%
Min SIP ₹500
Min Lumpsum ₹1000
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