Home› Funds› Sundaram Banking & PSU Fund (Formerly Known as Sun

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Retail Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)

Sundaram · Banking & PSU
Moderate
₹11.49
Current NAV
28 Jun 2024
0.1%
1Y Return
0.0%
3Y CAGR
0.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.21).
  • Generates significant excess returns relative to benchmark index (Alpha: 2.21).
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • 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
1.21
Sharpe Ratio
0.81
Beta
2.21
Alpha
1.46
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹9260 Cr
Expense Ratio 1.61%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Banking & PSU
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Direct Quarterly Dividend
Sundaram
₹10.64 16.9%
Axis Banking & PSU Debt Fund - Regular Plan - Bonus Option
Axis
₹1289.41 13.4%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Annual Bonus
Sundaram
₹11.63 9.7%
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan - Bonus
Sundaram
₹21.90 9.4%