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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Direct Growth

Sundaram · Banking & PSU
Moderate
₹11.71
Current NAV
17 Mar 2017
14.0%
1Y Return
13.0%
3Y CAGR
15.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.5%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.40).
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
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
0.90
Sharpe Ratio
1.40
Beta
4.40
Alpha
1.08
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹5450 Cr
Expense Ratio 0.50%
Min SIP ₹500
Min Lumpsum ₹1000
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