← All schemes
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund)
Sundaram·
Banking and PSU
1Y
+4.69%
3Y
+7.09%
5Y
+5.90%
Since Inception
+5.83%
Sharpe
-1.11
Sortino
-1.23
Max Drawdown
-1.49%
Volatility
1.29%
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)0.27%
Minimum lumpsumRs 5,000
Minimum SIPRs 250
Risk rating-
Investment objective
Not available.
Peer rankwithin Banking and PSU
1Y
#11 of 23
Top 48%
3Y CAGR
#12 of 22
Top 55%
5Y CAGR
#15 of 19
Top 79%
Sharpe
#19 of 22
Top 86%