InvestVerdict
Sundaram Banking and PSU Debt Fund (Formerly Known as Sundaram Banking and PSU Fund)
Direct Plan · IDCW (Income Distribution CUM Capital Withdrawal) · Banking & PSU · Scheme code 119626
Fund houseSundaram Mutual Fund
CategoryBanking & PSU
Plan & optionDirect · IDCW (Income Distribution CUM Capital Withdrawal)
History13.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.13 | 2.05 | 2.53 | -1.86 | 0.02 | 0.05 | 0.26 | 0.59 | 0.71 |
| Banking & PSU category median |
— | — | — | 5.43 | 7.22 | 6.29 | — | 7.23 | — |
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 | 2.8% | -2.31 | -2.47 | — | — | -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 |
|---|---|---|---|---|
| 586 | -4.3% | 0.6% | 4.3% | 28% |
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.