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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Daily Dividend Reinvestment

Sundaram · Banking & PSU
Moderate
₹11.66
Current NAV
17 Mar 2017
8.8%
1Y Return
9.6%
3Y CAGR
21.6%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 3.56).
  • Very large asset base (AUM: ₹13,610 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Banking & PSU mandate.
Cons / Risks
  • Higher expense ratio (2.16%) 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
0.56
Sharpe Ratio
1.36
Beta
3.56
Alpha
0.65
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹13610 Cr
Expense Ratio 2.16%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
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