Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Retail Plan - Monthly Income Distribution cum Capital Withdrawal (IDCW)

Open Ended Schemes(Debt Scheme - Banking and PSU Fund)ISIN INF903J01IL7

NAV · 28-Jun-2024

₹11.4908

-0.01%

-0.06%

1Y (CAGR)

+0.15%

3Y (CAGR)

+0.04%

5Y (CAGR)

+0.78%

Since inception (CAGR)

+0.66%

NAV history

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Q4 · 3Y in category

Volatility (3y)

1.89%

Downside dev (3y)

2.77%

Max drawdown (3y)

-1.8%

Sharpe (3y)

-3.42

SIP XIRR (3y)

+0.05%

SIP XIRR (5y)

+0.20%

Calendar-year returns

2018 -0.3%2019 +4.0%2020 +1.8%2021 -0.1%2022 +0.2%2023 +0.1%

Launch date25-Mar-2015

Min lumpsum5000

AMCSundaram Asset Management Company Ltd