Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Daily Reinvestment of Income Distribution cum Capital Withdrawal (IDCW)

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

NAV · 28-Jun-2024

₹10.3550

+0.03%

+0.00%

1Y (CAGR)

+0.00%

3Y (CAGR)

+0.00%

5Y (CAGR)

+0.39%

Since inception (CAGR)

+0.16%

NAV history

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Q4 · 3Y in category

Volatility (3y)

0.78%

Downside dev (3y)

1.10%

Max drawdown (3y)

-1.5%

Sharpe (3y)

-8.33

SIP XIRR (3y)

+0.09%

SIP XIRR (5y)

+0.05%

Calendar-year returns

2018 +0.6%2019 +2.3%2020 +0.6%2021 -0.1%2022 +0.1%2023 +0.0%

Launch date25-Mar-2015

Min lumpsum5000

AMCSundaram Asset Management Company Ltd