Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
Regular Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Banking & PSU · Scheme code 100793
Fund houseSundaram Mutual Fund
CategoryBanking & PSU
Plan & optionRegular · IDCW (Income Distribution CUM Capital Withdrawal)
History20.5 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.09 | 1.17 | 2.71 | -2.19 | -0.11 | -0.01 | 0.38 | 0.64 | 0.64 |
| Banking & PSU category median |
— | — | — | 4.68 | 6.68 | 5.83 | — | 6.74 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 2.6% | -2.54 | -2.71 | — | — | -6.7% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 938 | -4.4% | 0.4% | 4.4% | 18% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.