Sundaram Banking & PSU Fund - Direct - Growth
Income/Debt Oriented Schemes by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.00%
Expense Ratio
0.27%
as of 01/08/2026
AUM
₹108.95 Cr
Qtr End: Jun 26
NAV
₹46.403
as of 31/08/2026
3Y Returns (CAGR)
7.00%
Expense Ratio
0.27%
as of 01/08/2026
AUM
₹108.95 Cr
Qtr End: Jun 26
NAV
₹46.403
as of 31/08/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.96% | 8.08% | 1.38% |
| 6M | 2.58% | 5.22% | 1.43% |
| 1Y | 5.07% | 5.07% | 1.21% |
| 3Y | 22.52% | 7.00% | 1.02% |
| 5Y | 33.47% | 5.94% | 1.05% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 11.4 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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