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

Sundaram · Banking & PSU
Moderate
₹35.62
Current NAV
28 Jun 2024
21.4%
1Y Return
9.4%
3Y CAGR
11.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹23,590 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.54
Sharpe Ratio
0.74
Beta
0.54
Alpha
0.62
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹23590 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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