Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth

Fund House: Sundaram Mutual Fund
Category: Debt: Banking and PSU
Launch Date: 30-12-2004
Asset Class: Fixed Income
Benchmark: Nifty Banking & PSU Debt Index A-II
TER: -
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 400.2 Cr As on 30-09-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

44.004

7.37%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY COMPOSITE G-SEC INDEX
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 2 Months
19 Years 7 Months
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to generate reasonable returns by creating a portfolio comprising substantially of fixed rate debt instruments, short term bonds and money market instruments. Its portfolio will be skewed towards short-term maturities.

Current Asset Allocation (%)

Indicators

Standard Deviation 1.18
Sharpe Ratio -0.49
Alpha 3.99
Beta 2.28
Yield to Maturity 6.77
Average Maturity 4.61

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth 30-12-2004 8.14 8.24 7.75 5.66 6.67
Franklin India Banking & PSU Debt Fund - Growth 05-04-2014 8.17 8.0 7.68 5.86 7.21
SBI Banking & PSU Fund - Regular Paln - Growth 09-10-2009 8.15 8.01 7.53 5.57 6.99
ICICI Prudential Banking and PSU Debt Fund - Growth 01-01-2010 8.14 7.97 7.69 6.35 7.41
HSBC Banking and PSU Debt Fund - Regular Growth 01-01-2013 8.13 7.81 7.44 5.29 6.8
Axis Banking & PSU Debt Fund - Regular Plan - Growth option 01-06-2012 8.08 7.89 7.46 5.79 7.23
UTI Banking & PSU Fund- Regular Plan - Growth Option 05-01-2014 8.07 8.11 7.71 7.0 6.8
Nippon India Banking & PSU Fund- Growth Plan- Growth Option 10-05-2015 8.04 8.15 7.67 5.91 7.33
Kotak Banking and PSU Debt - Growth 29-12-1998 8.02 8.22 7.67 6.09 7.42
Aditya Birla Sun Life Banking & PSU Debt Fund - Regular Plan-Growth 05-04-2008 7.99 8.12 7.64 6.0 7.46

Scheme Characteristics

Minimum investment in Debt instruments of banks, Public Sector Undertakings, Public Financial Institutions - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

95.88%

Others

3.03%

Large Cap

1.11%

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