Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Direct Plan

Banking & PSUDebt Rank 12 of 21

NAV · Direct-Growth

₹46.48-0.03-0.07%

As of 18 Aug 2026 · AMFI

NAV growth+5.5%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Trails its Banking & PSU category on 1Y, 3Y & 5Y.

1Y return

+5.5%

-0.1 vs cat

3Y CAGR

+7.3%

-0.0 vs cat

5Y CAGR

+6.1%

-0.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.4%

3Y std dev

Go deeper on Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Sundaram Banking & PSU Fund (Formerly Known As Sundaram Banking And PSU Debt Fund) Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Sundaram Banking & PSU Fund (Formerly Known as Sundaram Banking and PSU Debt Fund) Direct Plan is a Banking & PSU scheme from Sundaram. Long-run track record: about 6.1% CAGR over 5 years. Worst historical drawdown: -100% in Jan 2013, recovered in 0 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF903J01PA5

NAV (Direct-Growth)

₹46.4764

Last 1Y

+5.53%

Aug 25Min ₹43.99 · Max ₹46.52 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jan 2013

-100.0%

Peak ₹18.17 on 1 Jan 2013 → trough ₹0.00 on 3 Jan 2013 (0 months down).

Recovered in 0 months· 9 Jan 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.02%	-0.02%	9/ 22
1M	+0.57%	+0.54%	7/ 22
3M	+2.57%	+2.68%	17/ 22
6M	+2.80%	+2.90%	15/ 22
YTD	+3.37%	+3.49%	14/ 22
1Y	+5.53%	+5.66%	14/ 22
2Y	+7.04%	+7.08%	14/ 22
3Y	+7.28%	+7.33%	12/ 21
5Y	+6.06%	+6.33%	16/ 20
7Y	+6.21%	+6.79%	17/ 18
10Y	+6.54%	+7.10%	17/ 18

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