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

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

NAV · 28-Jun-2024

₹12.1035

+0.06%

-0.10%

1Y (CAGR)

+0.02%

3Y (CAGR)

+0.01%

5Y (CAGR)

+1.45%

Since inception (CAGR)

+0.93%

NAV history

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Q4 · 3Y in category

Volatility (3y)

1.17%

Downside dev (3y)

1.23%

Max drawdown (3y)

-1.7%

Sharpe (3y)

-5.55

SIP XIRR (3y)

+0.07%

SIP XIRR (5y)

+0.39%

Calendar-year returns

2018 -0.8%2019 +5.4%2020 +4.4%2021 -0.0%2022 +0.2%2023 +0.1%

Launch date25-Mar-2015

Min lumpsum5000

AMCSundaram Asset Management Company Ltd