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

Sundaram · Banking & PSU
Moderate
₹11.40
Current NAV
17 Mar 2017
15.0%
1Y Return
11.0%
3Y CAGR
16.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.6%.
  • 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.
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
0.70
Sharpe Ratio
1.50
Beta
-0.30
Alpha
0.91
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹2250 Cr
Expense Ratio 0.60%
Min SIP ₹500
Min Lumpsum ₹1000
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