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

Sundaram · Banking & PSU
Moderate
₹12.10
Current NAV
28 Jun 2024
29.6%
1Y Return
20.6%
3Y CAGR
19.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.66).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.16).
  • Very large asset base (AUM: ₹17,710 Cr) indicating high investor trust and liquidity.
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
1.66
Sharpe Ratio
1.56
Beta
2.16
Alpha
2.26
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹17710 Cr
Expense Ratio 1.16%
Min SIP ₹500
Min Lumpsum ₹1000
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