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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Regular Quarterly Bonus

Sundaram · Banking & PSU
Moderate
₹11.17
Current NAV
16 Aug 2016
13.9%
1Y Return
21.9%
3Y CAGR
14.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.79).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.79).
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
1.79
Sharpe Ratio
1.39
Beta
6.79
Alpha
2.13
Sortino
Fund Details
Fund House Sundaram
Category Banking & PSU
AUM ₹4340 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
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