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

Sundaram · Banking & PSU
Moderate
₹45.62
Current NAV
23 Oct 2026
3.7%
1Y Return
6.7%
3Y CAGR
5.8%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
0.77
Sharpe Ratio
0.67
Beta
-0.73
Alpha
1.05
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Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹2820 Cr
Expense Ratio 1.07%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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