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Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund)
Sundaram·
Banking and PSU
1Y
+4.88%
3Y
+7.01%
5Y
+5.97%
Since Inception
+5.78%
Sharpe
-0.95
Sortino
-1.13
Max Drawdown
-1.49%
Volatility
1.37%
Alpha
+0.17%
Beta
0.98
Info Ratio
0.45
Up / Down Capture
102 / 54
NAV (last ~1 year)
Fund details
AMCSundaram
Fund manager-
Data from2021-04-15
AUM₹334 Cr (January - March 2026)
Expense ratio (Direct)-
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Banking and PSU
1Y
#13 of 23
Top 57%
3Y CAGR
#11 of 22
Top 50%
5Y CAGR
#13 of 19
Top 68%
Sharpe
#19 of 22
Top 86%