DebtBanking and PSU FundDirect · Growth
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking & PSU Debt Fund) - Direct Growth
Sundaram · Scheme 134363
₹11.71▼ 0.01%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
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Risk (SEBI)
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Min SIP
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Benchmark
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NAV Growth
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Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.18% |
| 3 Months | +1.07% |
| 6 Months | +3.86% |
| 1 Year | +9.08% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +8.29% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns60
Consistency50
Risk-adjusted85
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 1Y return vs category: +4.0% vs category avg
- ✓ Sharpe ratio: 1.40
- ✓ Sortino ratio: 1.69
- ✓ Max drawdown: -1%
- ✓ Direct plan: no distributor commission
Risk metrics
Sharpe ratio
1.40
Sortino ratio
1.69
Volatility
1.31%
Max drawdown
-0.52%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.