Sundaram Banking and PSU Debt Fund Regular Plan - Growth

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Banking and PSU NAV 34.6091 0.04 23 May, 2022
Sundaram Banking and PSU Debt Fund Regular Plan - Growth was previously known as

Sundaram Banking & PSU Debt Fund (G)

Fund Details

Category Banking and PSU
Fund Type Open Ended
Investment Plan Growth
Launch Date 30 December, 2004
Benchmark CRISIL Short Term Bond Fund
Asset Size(Cr) 673.19 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 250
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 0.4% (As on 31-03-2022)
Fund Manager Dwijendra Srivastava,Siddharth Chaudhary

Investment Returns (As on 23 May, 2022)

Duration Returns Benchmark Category
1 W 0.16% 0.27% 0.13%
1 M -0.32% -0.45% -0.11%
3 M 0.53% 0.36% 0.59%
6 M 1.12% 0.68% 1.15%
1 Y 2.54% 3.25% 3.38%
2 Y 4.4% 5.1% 5.62%
3 Y 6.03% 8.04% 7%
5 Y 6.25% 7.55% 6.87%

Risk Mesasures (As on 23 May, 2022)

Std Dev Sharpe Beta Alpha YTM AVG Maturity
Fund 0.53 9.22 -1.89 0.99 5.44 2.38
Benchmark 0 0 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 2.37%

Return Calculator

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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
Sundaram Banking and PSU Debt Fund Regular Plan - Growth 2.54% 6.03% 6.25%

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