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

Sundaram · Banking & PSU
Moderate
₹10.36
Current NAV
28 Jun 2024
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1Y Return
—
3Y CAGR
0.4%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.41).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.41).
  • Very large asset base (AUM: ₹11,960 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (2.21%) 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
1.41
Sharpe Ratio
1.01
Beta
4.41
Alpha
1.57
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹11960 Cr
Expense Ratio 2.21%
Min SIP ₹500
Min Lumpsum ₹1000
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