Sundaram Banking and PSU Debt Fund - Direct - Growth
Income/Debt Oriented Schemes by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
6.87%
Expense Ratio
0.27%
as of 01/08/2026
AUM
₹108.95 Cr
Qtr End: Jun 26
NAV
₹46.468
as of 14/10/2026
3Y Returns (CAGR)
6.87%
Expense Ratio
0.27%
as of 01/08/2026
AUM
₹108.95 Cr
Qtr End: Jun 26
NAV
₹46.468
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.55% | 2.23% | 1.06% |
| 6M | 2.18% | 4.40% | 1.30% |
| 1Y | 4.08% | 4.08% | 1.24% |
| 3Y | 22.05% | 6.87% | 1.03% |
| 5Y | 33.33% | 5.92% | 1.05% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 11.5 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Banking and PSU Debt Fund (Income/Debt Oriented Schemes)
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