← Sundaram Mutual Fund
Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Regular Plan - Growth
Open Ended Schemes(Debt Scheme - Banking and PSU Fund)Moderate Risk★★★★★ISIN INF903J01IN3
NAV · 06-Jul-2026
₹45.5699
1M
+1.73%
6M
+2.85%
1Y (CAGR)
+5.23%
3Y (CAGR)
+7.20%
5Y (CAGR)
+5.91%
Since inception (CAGR)
+7.41%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
0.98%
Downside dev (3y)
0.68%
Max drawdown (3y)
-0.5%
Sharpe (3y)
0.71
SIP XIRR (3y)
+6.99%
SIP XIRR (5y)
+6.80%
Calendar-year returns
2020 +7.6%2021 +2.9%2022 +3.0%2023 +6.8%2024 +8.0%2025 +7.6%
Fund facts
Fund managerDwijendra Srivastava · Kumaresh Ramakrishnan · Sandeep Agarwal
AUM₹2,795 Cr
Launch date25-Mar-2015
Plan typeOpen Ended · Debt
Min lumpsum5000
Lock-inNone
Volatility1.13
AMCSundaram Asset Management Company Ltd
Objective · To generate income and capital appreciation by predominantly investing in debt instruments of Banks, Public Sector Undertakings, Public Financial Institutions and Municipal Bonds
scheme documents ↗