InvestVerdict
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
· Retail IDCW (Income Distribution CUM Capital Withdrawal) · Banking & PSU · Scheme code 100780
Fund houseSundaram Mutual Fund
CategoryBanking & PSU
Plan & optionRegular · Retail IDCW (Income Distribution CUM Capital Withdrawal)
History18.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.01 | -0.04 | -0.06 | 0.15 | 0.04 | 0.78 | 0.75 | 0.90 | 0.66 |
| Banking & PSU category median |
— | — | — | 5.08 | 6.86 | 5.91 | — | 6.88 | — |
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 | 2.0% | -3.18 | -3.49 | — | — | -2.5% | — |
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 |
|---|---|---|---|---|
| 833 | -1.5% | 0.4% | 4.5% | 15% |
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.