Sundaram Banking & PSU Fund - Direct - Growth
Debt Scheme by Sundaram Asset Management Company Ltd
3Y Returns (CAGR)
7.10%
Expense Ratio
0.27%
as of 01/07/2026
AUM
₹165.45 Cr
Qtr End: Mar 26
NAV
₹46.212
as of 17/07/2026
3Y Returns (CAGR)
7.10%
Expense Ratio
0.27%
as of 01/07/2026
AUM
₹165.45 Cr
Qtr End: Mar 26
NAV
₹46.212
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 1.58% | 6.46% | 1.47% |
| 6M | 3.04% | 6.17% | 1.43% |
| 1Y | 4.90% | 4.90% | 1.21% |
| 3Y | 22.86% | 7.10% | 1.01% |
| 5Y | 33.49% | 5.95% | 1.03% |
Scheme Details
- Launch Date
- 25/03/2015
- Fund Age
- 11.3 years
- Minimum Investment
- ₹5,000
- Fund House
- Sundaram Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Banking and PSU Fund (Debt Scheme)
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